Tag: financial planning

5 posts tagged as "financial planning"

March 29, 2019

FINANCIAL PLANNING FOR PHYSICIANS: HOW TO NAVIGATE TRAPS FROM SUDDEN INCREASES IN EARNING POWER

By Michael Torney, CFP, J.D., LL.M. Physicians encounter a variety of financial planning opportunities inherently unique to their profession. One…

March 27, 2019

HAPPY BIRTHDAY BULL MARKET: 3 WAYS TO PREPARE FOR THE NEXT FINANCIAL STORM

By Bill Hornbarger, Chief Investment Officer at Moneta We recently celebrated the 10-year anniversary of the S&P 500 ascending from…

February 27, 2019

Can Anything Derail the U.S. Equity Freight Train?

As of the close of the third quarter 2018, the S&P 500 index (U.S. Large Cap equities) continued to show…

January 31, 2019

Investment Report: 2018 Year in Review

Download the PDF Here Taking one final look back at 2018 reminded us of several interesting highlights. The year featured…

April 16, 2015

Preparing Your Children for Financial Independence

The year is flying by. Tax day is officially behind us, and soon we will be heading off to summer…