"No Credible Advisor Does This." Consider Me Non-Credible!
Years ago I heard from a practice expert in my world something that shocked me. They mentioned a practice "no credible advisor does." I fall into the non-credible camp.
Years ago I heard from a practice expert in my world something that shocked me. They mentioned a practice "no credible advisor does." I fall into the non-credible camp.
Direct Indexing continues to increase in popularity. I wanted to do a quick comparison of various direct index providers.
There are certain situations when you should give serious consideration to Direct Indexing. Here I share a few.
Let's talk about which account you should max out first. Basically, what are the best investment savings vehicles for high income earners.
Congratulations on selling your medical practice! Now, what is next for you? I will share some thoughts based on clients who have gone through this.
What exactly is direct indexing? Here I cover the basics.