Blog
Check out our latest blog posts and key topics:
What the "One Big Beautiful Bill" Means for Dentists
Here’s a quick analysis of this controversial, recently passed legislation and how it affects you, whether you’re a private practice owner, working as an associate, or a dental student.
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Q1 2025 Market Recap: Repricing Risk and Resetting Expectations
Q1 2025 Market Recap: Repricing Risk and Resetting Expectations The first quarter of 2025 marked a clear turning point in the markets—a period defined by repricing risk and resetting expectations. Entering the year, both economic and...
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Is it time to make changes to my 401(k)?
How much is your 401(k) costing you? Many small business owners start a 401(k) for their business, but fail to regularly evaluate if the plan, plan provisions, or service providers still fit the needs of the business...
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Wasn't There Supposed to be a Recession?
In advance of 2023, the recession drum beats were so loud it was deafening. Market pundits warned that as the Fed raised interest rates, it was just a matter of time before the economy entered a recession. But it’s July now, and...
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Debt Ceiling Deal Ends Freeze on Student Loan Payments
As you will have noticed, one of the most relevant effects this new bill has on the average investor is that it ends the 3-year freeze on student loan payments!
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What We Can Learn from the First Republic Bank Failure
First Republic Bank is the 4th bank failure of 2023 after poor earnings reports. In light of this bank failure, hopefully both banks and depositors will take some lessons to heart: the value of liquidity and the diversification of assets.
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Ted's Thoughts on the Silicon Valley Bank Failure
Over the weekend you may have caught news of the Silicon Valley Bank failure. Now, a couple other banks seem to be following suit. However, these aren’t your average banks, and therefore the average person has no need to panic....
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How to Survive a Bear Market Attack
Bear Markets can be scary for some investors. But, the most important thing to remember is: Don't Panic! There are some key steps investors can take to protect their portfolio and wait out bear markets.
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