BLOG
Financial Planning for Dentists: Navigating the Unique Challenges
In many ways, the dental profession is thriving and provides a rewarding career for entrepreneurs. Consider that the median pay …
Is a “Backdoor Roth IRA” a good idea?
This is a question that is coming up more frequently, especially from those who wish to defer taking money from …
My Sunny and Warm Tax Haven
After spending a few days recently in the warmth of Miami, I always wonder why I do not live in …
PODCASTS
Health and Wealth: How Two Sisters Combined Forces to Help Women Take Charge of Their Lives
In our second season, we’re highlighting the people behind the innovative ideas and concepts that continue to level up our …
Building a Village: Mike Delgass and Christine Lai on Supporting the Special Needs Community
In our second season, we’re highlighting the people behind the innovative ideas and concepts that continue to level up our …
Value Beyond Investing: How Bento Engine Helps Client-Centric Advisors Deepen Existing Relationships
In our second season, we’re highlighting the people behind the innovative ideas and concepts that continue to level up our …
GUIDES & WHITEPAPERS
The Mid-Career Financial Preparedness Checklist
For many, turning 50 represents a significant moment of self-awareness. It’s also a time when uniquely successful individuals become aware that …
The Pre-Retirement Preparedness Checklist
Approaching retirement represents a significant milestone in life’s journey Our Checklist helps you answer a host of questions regarding retirement: …
2024 Federal & State Estate and Gift Tax Cheat Sheet
Here we have provided a “cheat sheet” to keep in mind for 2024 federal estate, gift, and GST exemptions, as …
MARKET COMMENTARY
2023 3rd Quarter Commentary: “Rising Rates from A to ZIRP”
Recap The third quarter brought back volatility after a first half rebound, with stocks and many bonds giving up some, …
2023 2nd Quarter Commentary: “A Welcome Return to Precedented”
It would be avant-garde if we had ChatGPT write this quarterly letter. Alas, we did not. Humans still write this …
VIDEOS
Markets in 2 Minutes – February 2024
In the newest edition of Markets in 2 Minutes, Emily Platt of the Investment Team reflects on the spike in …
Winter 2024 Market Recap & Outlook
In our winter 2024 market recap and outlook, members of the Investment Team discuss what really happened in the markets …
Markets in 2 Minutes – January 2024
In the newest edition of Markets in 2 Minutes, Emily Platt of the Investment Team reflects on the surprising strength …
FINANCIAL DICTIONARY
Cash Balance Pension Plan
What Is a Cash Balance Pension Plan A cash balance pension plan is a type of employer-sponsored retirement plan that …
Equity Partner
What is An Equity Partner An equity partner is an individual who holds an ownership stake in a business, with …
Growth Fund
Growth Fund Definition A growth fund is an investment vehicle, typically offered by mutual fund corporations or Exchange-Traded Fund (ETF) …
2023 4th Quarter Commentary: “A Welcome Return to Positive Performance”
Recap Last year was generally risk on in most asset classes, headlined by the S&P 500 up over 20%. Indices …