Inflation – Finally Fading? Inflation has been much stickier than anyone anticipated, but we have seen signs of a downward trend forming. Will this continue? With supply chains normalizing, the biggest question mark is when the falling real estate prices and...
Review and update your “personal balance sheet”. Reviewing your total net worth is helpful to understand progress throughout the year. How did balances change in investment accounts, retirement accounts, and liabilities? Did you see progress that supports...
Kevan shares his perspectives on the importance of dividends and the ex-dividend date for investors in stocks and mutual funds. Understanding the ex-dividend date: What it is and how it works The ex-dividend date is the deadline for investors to receive the next...
With the holiday season underway and year-end right around the corner, thinking about taxes may seem like the furthest topic from our minds. Let’s face it, Santa Claus and holiday shopping get most of the limelight right now. While tax season technically doesn’t...
Kevan shares his perspectives on what factors physicians should consider when choosing a financial advisor. By Keith Loria Medical Economics Journal, Medical Economics October 2022 edition, Volume 99, Issue 10 Look for proper credentials, experience with medical...