insurance Archives

The grueling path from dental school to successful ownership includes an extreme swing from being cash-strapped to being flush with...

New technology is increasingly crucial for dentistry as it enhances efficiencies and patient care resulting in increases to both revenue...

On this episode of the Dentist Money Show, Ryan, Matt, and Victoria examine how Morgan Housel guides investors past uncertainty...

By Jake Elm, CFP® , Financial Advisor

Let’s check in on the U.S. economy through a collection of charts and stats. Many Americans feel pessimistic about their...

As a practice owner, you need to think about how to transfer your business in the event of death or...

By Taylor Sutterfiel MAcc, CFP® , Financial Advisor

“No one does [play fair] if they think they can get away with it.”- Lewis Carroll, Alice’s Adventures in Wonderland Ever...

By Jake Elm, CFP® , Financial Advisor

According to a survey by the Federal Reserve, about 58% of American adults are investing in the stock market as...

Working with a reduced schedule as you ease into retirement allows for a smoother transition, gives you added purpose, and...

Unsure about how to start organizing your money and investments? Feeling overwhelmed by financial jargon? Whether you’re a recent graduate,...

By Jake Elm, CFP® , Financial Advisor

It’s time for another post about some of my favorite things I’ve watched, listened to, or read recently. If you’re...

Take a dive into the state of work in dentistry! Examine trends with both professionals and employers, in order to...

Due to shifting market conditions, the DSO landscape is changing with private equity firms adjusting to new circumstances—but DSOs are...

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