As we close out the year, a few important financial updates could impact your planning for 2026, especially if you're a physician. This short checklist walks through what to review now so you don’t miss opportunities or leave money on the table.
Reinvesting dividends may sound like a small decision, but the long term impact is anything but small. The historical data on the S&P 500 shows that reinvesting dividends can multiply results dramatically, turning modest annual differences into meaningful long term growth. Even in more recent decades, the gap between Price Returns and Total Returns remains clear, which is why putting dividends back to work continues to be one of the simplest ways to strengthen a portfolio over time.
Why is time the highest-ROI investment a physician can make? A new study shows that advised clients save about two hours a week on their finances — but for physicians, that time is worth far more. Working with a planner who truly understands the financial world of medicine isn’t just convenient: it’s a strategic advantage.
Private equity ownership is quietly reshaping the financial advisory industry, often without clients realizing it. What looks like the same firm on the surface can hide new profit-driven priorities beneath: affecting fees, independence, and the quality of advice you receive. This edition explains what happens when your advisor sells to private equity and how to make sure your financial goals remain the true focus.
Physicians spend their lives caring for others—but often forget to care for their own time, purpose, and financial well-being. These four books reveal how to live more intentionally, use money as a tool for meaning, and create a balanced life that works both financially and personally.
Many physicians spend their careers serving others but forget to design a life that works for them. You don’t have to wait until retirement to feel fulfilled. With intentional financial and lifestyle planning, you can protect your health, wealth, and time—and start living with balance, freedom, and purpose today.