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Financial Management

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September 02, 2022
6 min read
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Seven characteristics of practices that thrive at any size

Seven characteristics of practices that thrive at any size

Thrive (thrv), intransitive verb:

News
September 01, 2022
5 min read
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Direct indexing: A new investment strategy in the marketplace

Direct indexing: A new investment strategy in the marketplace

If you are a physician who follows the financial media, amid the stories of gloom and doom, you have likely heard of a new investment strategy being offered by many financial institutions called direct indexing.

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August 23, 2022
24 min listen
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Financial Pearls for the Eye Care Professional 2022

Financial Pearls for the Eye Care Professional 2022

In this episode, Jose O. Segura, wealth management advisor and certified business exit planner, discusses establishing objectives within financial planning and organization, how to diversify your portfolio in ever-changing markets and more.

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August 12, 2022
3 min read
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Bear market offers opportunity for Roth IRA conversions

Bear market offers opportunity for Roth IRA conversions

In May 2022, after several months of volatility across all financial markets, the S&P 500 had fallen into the second bear market in 2 years.

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August 11, 2022
1 min read
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Top in hem/onc: CVD risk in cancer survivors; financial tips for physicians

Top in hem/onc: CVD risk in cancer survivors; financial tips for physicians

New findings strengthen existing evidence demonstrating a link between cancer survival and CVD, particularly heart failure, according to researchers.

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August 01, 2022
4 min read
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Six financial actions to take in uncertain times

Six financial actions to take in uncertain times

During a volatile market environment like we are in today or the steep market pullback at the onset of the pandemic in 2020, many investors, including physicians, feel a powerful drive to act in response.

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July 15, 2022
4 min read
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Yield curve inversions can be a key indicator of a recession on the horizon

Yield curve inversions can be a key indicator of a recession on the horizon

Now that the Federal Reserve has raised interest rates for the first time since 2018, many in the financial media are revisiting the subject of inverted yield curves.

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July 12, 2022
4 min read
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Surviving market volatility: Know your tolerance for risk

Surviving market volatility: Know your tolerance for risk

There are no activities that are completely risk free. Whether a person decides to eat, drive or sky dive, there is some level of risk involved.

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July 01, 2022
7 min read
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Here we go again: 20 early recession-proofing actions to take now to help your practice

Here we go again: 20 early recession-proofing actions to take now to help your practice

Every few years, it is time to dust off and update my “How to prosper in the next recession” column. Here goes.

News
July 01, 2022
4 min read
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Yield curve inversions can be a key indicator of a recession on the horizon

Yield curve inversions can be a key indicator of a recession on the horizon

Now that the Federal Reserve has raised interest rates for the first time since 2018, many in the financial media are revisiting the subject of inverted yield curves.

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