Most physicians are excellent at diagnosing problems—but rarely pause to diagnose their own financial life. This simple Yes-or-No checklist helps you quickly assess whether your advisor, strategy, and long-term vision are truly aligned with the life you want. No jargon, no pressure, just clarity.
For years, I believed the industry narrative that physicians were difficult clients. It was something I absorbed early in my career, long before I had any meaningful experience working with them. Over time, my perspective shifted. As my approach to planning evolved from a traditional investment model to a more holistic, purpose-driven process, I realized that physicians were often the clients who valued this work the most. They appreciate clarity. They follow through. They understand the power of thoughtful delegation. And they strive to build lives that are both financially sound and personally fulfilling. This article shares how my practice changed, what I learned along the way, and why I now focus almost exclusively on serving physicians.
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.