You may read in the popular press a dizzying array of wealth “treatments,” including the debate on whether active or passive investing is the best tactic. We recommend turning the comparison on its head. Why are you investing to begin with? Once you’ve answered this question, the debate is already over. Passive investing is sensible investing, regardless of particular market conditions. Now let’s explain why.
Outsmart the IRS: Income Tax Changes for 2012-2013
March 6th, 2012Partner, Barry Oliver, CPA/PFS recently appeared in Medical Economics with an insightful article that helps doctors with their tax strategies. Click on the link below to read more:
Tax Law Changes for 2012
February 28th, 2012Principal J. Haden Werhan, CPA/PFS writes about 2012 tax law changes in a recent article for The Progressive Orthodontist magazine. To read more, click the link below:
Summer CE Opportunity in Hawaii Sponsored by ADCPA
February 28th, 2012Registration has been extended until March 15th for dentists interested in attending “The Business of Dentistry” continuing education course in Kauai, Hawaii. The course is being sponsored by the Academy of Dental CPAs and Dr. Charles Blair, and it runs from June 17-23 in Kalapaki Bay, Kauai. Check out the registration information and give us a call if you are interested in attending.
Lessons from 2011
February 7th, 2012Overview: Every year, Larry Swedroe takes a look back at the investing lessons the markets provided in the past year. In 2011, the markets offered investors a chance to revisit a few remedial courses by teaching lessons it had introduced in prior years. So, this year’s list includes a few reminders that we are just as likely to lose our discipline in good times as we can in bad times. Read the rest of this entry »
Federal Income Tax Landscape 2012 & 2013
January 15th, 2012Putting Market Volatility in Perspective — Market Cycles
August 24th, 2011Putting Market Volatility in Perspective: Market Cycles discusses market volatility in the context of historical market cycles.
When Will Things Get Back to Normal?
July 11th, 2011July 7, 2011 – “When Will Things Get Back To Normal?”
by Larry Swedroe
Charles Schwab Auditorium, San Francisco, CA
Financial Planning 101: Laying the Foundation for Your Financial Future
March 1st, 2011Partner, Jared Nelson, CPA/PFS, hosts this webinar through the Alameda-Contra Costa Medical Association where he guides the listener in five informed decisions which must be answered when putting together a wealth management strategy. This webinar is an excellent starting place to understand the principles of financial planning. Tune in to hear more:
