Entries by kentadmin
Navigating Investment Decisions: The Art of When to Sell
Investing is complex, and the decisions that are made ‘behind the curtain’ can be mystifying. That’s true no matter how long you’ve been an investor or the size of your investment portfolio. So it’s no wonder that one of the most common questions I hear from my clients is this: “How do you determine the […]
Roth conversions for Partner Physicians: strategy is the key!
Roth conversions can play an important role in every Partner Physician’s retirement income plan. The key to success, however, is creating a strategy that takes the nuances of the Common Plan into account to gain the greatest possible benefits from this tax-wise investment tool. Roth IRAs are a unique type of retirement savings account that […]
Planning for Joy
Joy isn’t a concept that many people pair with financial planning. It’s no wonder. We live in a society that seems hard-wired to believe that money can’t buy happiness. But as someone who spends my days helping individuals and families work toward their financial goals, my perspective is quite different. Based on my experiences with […]
How the Common Plan helps protect your financial future
If swings in the stock market have you wondering how protected your retirement portfolio is today, here’s some news that may ease your mind: as a Partner Physician, your pension, often called ‘the Common Plan’ or the ‘Partnership Pay-out’, can work wonders at safeguarding your financial health—even during the wildest market volatility. Though every Partner […]
Active? Passive? Here is a third option for wise investors
The ‘Active vs. Passive’ debate has long been one of the most contentious topics among investors. Advocates of active investing believe (strongly!) that hand-picking individual stocks in a portfolio is the only way to go. In contrast, those who subscribe to a passive investing model believe (just as strongly!) that the best path to growth […]
Risk Parity: Managing risk within partner physician portfolios
The term ‘risk parity’ isn’t something most physicians come across often (or, let’s be honest, ever). But for financial advisors, risk parity is a tool that is just as important and familiar to us as your stethoscope is to you. A stethoscope gives you the information you need to determine if a patient needs treatment. […]