Dollar Cost Averaging

By Noel Roach “There is simply no telling how far stocks can fall in a short period… your mind may well become rattled by scary headlines and breathless commentary. And an unsettled mind will not make good decisions.” – Warren Buffett, Berkshire Hathway 2017...

Weathering a Loss in Income

By: Ryan Johnson For at least the medium term, it appears coronavirus is here to stay. As we wade through what this means for various aspects of our daily lives, many of our clients are finding themselves in a situation where shifts have been cut and therefore income...

Maximizing the New 20% Pass-Through Deduction

By Terry Westlund, Co-Founder Note: This post was updated to reflect 2020 numbers. Remember the big hub-bub about tax reform at the end of 2017? The new rules included a significant change that benefited many independent contractor physicians (those with 1099 income)....