Five Attributes of Life-Changing Summer Jobs
Take a Pop Quiz! Suppose you have $100 in a savings account and the interest rate is 2% per year. After five years, will you have more than $102, exactly $102, or less than $102? That’s one of three questions used worldwide to test financial literacy. In the United States, only 30% of adults can […]
Evaluation of a Job Offer
Key Takeaways – The following considerations must be made when reviewing an opportunity to take a new job or leave a W2 salary to start a business. When we bring on a new client, one of the first commitments we make to them is to be another intelligent brain at the table, helping to evaluate […]
Evaluation of a Job Offer
Key Takeaways – The following considerations must be made when reviewing an opportunity to take a new job or leave a W2 salary to start a business. Nearly 93% of Americans earn income outside their primary job1. What are all the aspects of my compensation package? This includes salary and other benefits such as […]
Politics Are About to Get Loud. Should Investors Listen?
If you scroll through social media or have turned on the news lately, you may have noticed that a lot more politicians are talking. With the 2026 midterm elections now just over two months away, Washington is becoming increasingly active. Candidates are campaigning, big money is being spent on political ads, and issues ranging from […]
The AI Economy: Growth Engine or Single Point of Failure
Artificial intelligence has moved from a Wall Street narrative to the primary engine of American economic growth. In the first quarter of 2026, real GDP grew at roughly a 2 percent annualized rate, and investment in AI-related software, equipment, and data centers accounted for an estimated two-thirds to three-quarters of that growth. By some measures, […]
Beyond the Luxury Car: Avoiding the Costliest Financial Mistakes in Medicine
Physicians spend years mastering medicine, but many receive little formal education on personal finance. As a result, some of the most common physician financial mistakes occur during major career transitions from becoming an attending physician to preparing for retirement. The good news is that most of these mistakes are predictable and avoidable with thoughtful planning. […]
Safeguard Assets: Asset Protection Essentials for Doctors
For doctors, years of training, long hours, and personal sacrifice culminate in a rewarding profession, but also in increased visibility and liability. Asset protection isn’t about expecting the worst; it’s about planning wisely so your life’s work remains secure. Start with malpractice insurance The first and often most powerful line of defense. Carry robust […]
Top 5 Considerations When Making a Career Change
1. Fit Check Making a switch should not be solely about salary. Think about intangibles- resources, training, mentorship, flexibility, advancement track. Run your career like a business and ask: Will this opportunity make me better off in five and ten years? Is this opportunity a better fit for me and my family? 2. Relationship Continuity […]
Guest Commentary: Stefan Hendrickson on OBBBA & Taxes
An interview with Stefan Hendrickson, CPA/ABV, Tax Associate Director, Dean Dorton. In your view, what are the most important provisions of the OBBBA that individuals and families should know about? The big headline for the OBBBA for the majority of taxpayers is the extension of many of the 2017 Tax Cuts and Jobs Act […]
Testing the Challenges of a Long Retirement
We often joke that our job was created because of increasing life expectancies and pensions seldom being offered. Obviously, finance and investing have become more complicated, and there are an ever-increasing number of investment vehicles and planning strategies we help our clients choose between. We also know there is great value placed in our ability […]
Positive Thoughts = Positive Results
If you enjoy the deep-dive economic analysis and financial planning strategies, I suggest passing over my more sentimental commentary this week. I sat down to write Sunday after an unprecedented week of family togetherness centered around Thanksgiving, filled with gratitude and positivity. It was a nice reprieve from the generally more negative outlook we receive […]
Post-Election Thoughts on the Economy and Markets
The overhang of the US election is now behind us and markets have taken a collective sigh of relief, not entirely because of the results, but because the uncertainty of who will be in office is now clear. The focus now turns to how the newly elected president will handle challenges in the current macro […]