Watch Intro Series

Don’t Buy Stocks; Buy Cows. It’s Easier.

By Reese Harper, CFP® , CEO of Dentist Advisors

Executive Summary: Investors who focus on accumulating shares are almost always better off than those who focus on current account...

What Losing 30 lbs Reminded Me About Financial Planning

By Reese Harper, CFP® , CEO of Dentist Advisors

Executive Summary Instead of solving a whole problem, most of us tend to fix little bits and pieces. In the...

What Great Athletes and Great Investors Have in Common

By Reese Harper, CFP® , CEO of Dentist Advisors

“Simplicity is the ultimate sophistication.” – Leonardo da Vinci, 15th century I love sports. And like most of you, I...

Will 2019 be the year for a significant market downturn? 6 suggestions for investors in the new year

By Dentist Advisors

Recently, we’ve heard from a lot of dentists who are worried about their investment portfolios being negatively impacted by a...

How Much Cash Do I Need to Keep Around?

By Reese Harper, CFP® , CEO of Dentist Advisors

Executive Summary Each of us has an optimal path for wealth creation given our backgrounds, strengths, and interests. Because most...

Why Are Some Dentists Hesitant to Hire a Financial Advisor?

By Reese Harper, CFP® , CEO of Dentist Advisors

Executive Summary Some professions (medical, dental, accounting, and law) date back hundreds, even thousands of years. These professions have established...

7 Things Dentists Can Learn from Steve Martin About Money

By Reese Harper, CFP® , CEO of Dentist Advisors

Steve Martin has a few observations about life that can be applied to why you might be struggling with your...

Why Borrowing Against Life Insurance is Not a Secret Sauce

By Reese Harper, CFP® , CEO of Dentist Advisors

Is building cash value in permanent life to borrow against later a good strategy? Learn what assets may offer better...

7 Key Questions Dentists Should Ask Before Hiring a Financial Advisor

By Reese Harper, CFP , Founder and CEO of Dentist Advisors

Featured In: Dentistry IQ

Ask these 7 questions to be sure your advisor is prepared to help you with the challenges of being a...

What Dentists Can Learn from John Elway about Investing

Ownership or a diverse investment portfolio? See what John Elway did, and how it turned out, when faced with this...

Character Studies

Research indicates there are 9 different “financial archetypes.” Since personality affects how you invest, find out where you fit. Your...

What Do James Bond and Dentists Have in Common?

When it’s time to defeat behavioral tendencies that can delay retirement, look to your silver screen heroes for what you...