News & Articles

With just 90 days left in the year, Q4 offers physicians a unique chance to take control of their finances before the calendar resets. From reducing your tax bill to rebalancing investments and finally creating a plan you can stick to, this is your “two-minute drill” to finish strong. Instead of waiting for January resolutions, use these final weeks to make meaningful progress toward your biggest financial goals—and enter 2026 with confidence.

Would you take $1 million today or a penny that doubles for 30 days? The answer — worth $5.4 million — shows why compound growth and patience can outperform instant rewards, a lesson Warren Buffett mastered over a lifetime

Ever wonder what life would be like if mechanics, shoe stores, and pizza shops acted like financial advisors? From basis point pricing to pushy referrals, here’s why the financial world often plays by different rules — and how my flat-fee, client-first approach is built to be different.

From crime thrillers like Tony Hillerman’s Navajo series to Andy Weir’s sci-fi Project Hail Mary and insights from Arthur Brooks and Neil Pasricha, here are the standout books I’ve been reading lately — a mix of mystery, history, science, and personal growth.

As a fiduciary financial advisor, I promise clients always come first — with transparent flat fees, quarterly meetings, and direct personal access. My 10-point Customer Service Promise ensures honesty, confidentiality, and a client-first approach to financial planning.

Wondering if you’ve saved enough for retirement? In this quick-read article, I break down a simple formula that shows whether your nest egg is on track—and how to calculate your ideal target number using just two inputs.