The Federal Reserve and Amoxicillin

by Physician Wealth Advisors on

If you made any purchases over the past year, it comes as no surprise to learn that U.S. consumers have struggled with inflation since 2022. As a result, living costs have been persistently high and left many physicians with feelings of no end in sight.

However, this year inflation has managed to...

Two Steps Forward, One Step Back

by Physician Wealth Advisors on
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The last three years should reinforce for investors a timeless market lesson: stock market returns can vary sharply from one year to the next. While the S&P 500® Index,

End-of-Life Planning

by Physician Wealth Advisors on
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While it is often overlooked, one of the important aspects of personal planning is End-of-life planning.

The IRA Rollover: Making A Sound Decision

by Physician Wealth Advisors on
The largest source of IRA contributions comes from individuals who move their money from their employer-sponsored retirement plans such as 401(k) and 403(b) plans when they leave a job, according to the Employee Benefit Research Institute.

There has been much discussion in the news recently about new highs in stock indices like the Dow Jones Industrial Average and the S&P 500. Markets, by nature, do fluctuate on a consistent basis and as such it is always important to be aware of one’s strategic allocation and rebalancing process...

Chasing Trends

by umafs on
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Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities. Over the years, these approaches have sought to capitalize on developments such as the perceived relative strength of particular geographic regions, technological changes in the economy, or the popularity of different natural resources.

The Value of Expertise

by umafs on
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One of the key characteristics of an expert is the ability to process information to make the best decision possible about the situation at hand. For example, someone might describe

Social Security History and Benefits

by umafs on
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Created as a result of the Great Depression, The Social Security Act was signed into law by President Roosevelt in 1935; mainly due to the rise in poverty of the nation’s elderly population. The act was designed to provide retired workers ages 65 and older with a continuing income after retirement...

Donation Details

by umafs on
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Donating money to our favorite charitable organization is a year-end ritual for many of us. While monthly giving has gained in popularity in recent years, most of us still tend to open up our wallets just a bit wider at the end of the year.

But what about the organization that we’re giving to...

With more than 95% of American workers currently covered by Social Security, there are some things about this massive retirement program that you should probably know. If you’re still in your forties or fifties, you can probably wait a few years to learn the intricacies of Social Security, but if...