Financial Education Library for Dentists

Our financial education library is filled with dental-specific insights on investing, retirement planning, personal finance, tax management, insurance, debt management, profitability, and other financial topics. Explore our collection of articles, courses, podcasts, videos, and eGuides.

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Odds Are

As a financial advisor, I’m often asked—by clients, family, and friends—my opinion on current market conditions. Questions about inflation, raising...

Are We Entering a Recession?

Well, it seems like the economic news continues to get worse and worse. While some thought inflation might be slowing...

Compounding is Messy

Ben Carlson is one of my favorite finance writers. He has a blog called A Wealth of Common Sense and...

A Stock vs An Index

According to Jason Zweig, in the year following the market bottom on March 23, 2020, 96% of U.S. stocks had...

Stay in Your Seat

I recently attended a conference for financial advisors. For a day and a half, I sat in a room full...

Find Your Compass

Imagine you’re setting sail tomorrow. You have all the supplies. You’ve planned your finances for the time off. You have...

Some Food For Thought

I’ve been getting quite a few questions about the stock market and the economy recently, which makes sense as stocks...

The Unexpected

At the beginning of the year, my wife Kaycee and I decided we were ready to give in to our...

Stock Market Turbulence

Economic uncertainty seems to be on most people’s minds at the moment. Many are uneasy about the ongoing declines in...

How much is enough?

Defining what’s enough for you and how to avoid lifestyle creep I’m intrigued by the concept of enough, and how...

The Gell-Mann Amnesia Effect

I think it’s about time I do a post centered on Elon Musk. He’s probably the most talked-about person in...

A Recession Is Coming

Billionaire investor and activist, George Soros, claims that markets move according to the principle of reflexivity. In his book, The...