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November 7th, 2014

In September and October of this year, members of our firm either cycled or served as crew members in two great charity events-Bike MS: City to Shore and The Ride to Conquer Cancer. We had a lot of fun and are so proud to have made a contribution toward these causes. We are so grateful to each...

November 5th, 2014

There has been an uptick in the number of tax fraud cases against healthcare workers in recent months.

Possibly resulting from the same type of large-retailer data breach that has made headlines recently, this scam involves the theft of...

October 30th, 2014

Several members of our firm had the pleasure of meeting with Michael Clancy, the on-staff financial planner for Drexel University's medical school students.

Michael told us a bit about what...

October 28th, 2014

If you're a med student, you will soon achieve an earning power that is the envy of almost everyone. But there are some adverse conditions that can lead to the perfect (financial) storm for the physician just starting out in practice.

Sheer Volume...

October 24th, 2014

David and Jim recently were invited to spend a few moments with The Physician Financial Success podcast hosted by Josh Mettle.

In his show, Josh interviews professionals and doctors in the hope to help physicians avoid financial...

October 22nd, 2014

The stock market has seen heightened volatility recently, with the S&P 500 down 1.5% one day, up 1.8% the next, and down 2.1% the day after that. In general, investors are well-served by ignoring this kind of short-term volatility, and instead focusing on the long-term....

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