Videos
April 8, 2025 Tax-Loss Harvesting and Portfolio Rebalancing: LIVE
Ryan Isaac, CFP® and Rabih Dimachki, CFA went live on Dentist Advisors’ Youtube to discuss tax-loss harvesting and portfolio rebalancing strategies....
April 7, 2025 Tariffs and Market Update: LIVE
Ryan Isaac, CFP® and Rabih Dimachki, CFA went live on Dentist Advisors’ Youtube to discuss tariffs and the latest market...
Have you been investing in your HSA account? Victoria Ferguson, CFP® explains what an HSA is all about and gives...
What you Need to Know about Student Loans
Have you been staying up to date on what plans are available for you to repay your student loans? Jake...
Dentist Money Minute: Tax Deduction vs. Tax Credit
Have you ever been confused about the differences between a tax deductions and a tax credit? Matt Mulcock, CFP® from...
Join the Dentist Advisors team in June for the Dentist Money Summit in Park City, UT. You’ll learn from dentistry’s...
Dentist Money Summit Invitation
Join the Dentist Advisors team in June for our first ever Dentist Money Summit in Park City, UT. You’ll learn...
Watch Will Gochnour, CFP® walk you through the Liquid Term elements in the Elements® app. He will explain what it...
What are the tax advantages of a 401(k)?
Is a 401(k) the right retirement plan option for your practice? Besides providing a desired employee benefit, there may be...
Matt Mulcock, CFP®, Victoria Ferguson, CFP®, and Rabih Dimachki, CFA explore the new rules and abilities for 529s. Are 529s...
Why is time frame so critical to investing?
Many investors are questioning whether they should follow Warren Buffett’s current strategy of investing in T-bills. Ryan Isaac offers his...
Is it difficult to build wealth outside of dentistry?
When it comes to wealth accumulation, the slow grind of dentistry can often make it seem tedious. However, Ryan and...