Jun 2, 2022 | Blogs, Financial Planning, Physicians/Dentist, Tax Planning
Most dentists that we work with have grown their practices and incomes over the years, even paying off their debts. Additionally, some have been practicing as independent contractors and want to set up and build their own practices. But most of them have one thing in...
May 11, 2022 | Blogs, Market Updates
A Review of the 1st Quarter of 2022 The first quarter of 2022 was rocky, the worst we’ve seen since 2020.1 Inflation, Russia’s brutal invasion of Ukraine, and concerns about Federal Reserve interest rate hikes all contributed to the volatility and market losses....
Mar 2, 2022 | Blogs, Market Updates
The Russia-Ukraine conflict is not new, but it has intensified in the recent weeks. Russia’s latest actions raise the likelihood of sustained military conflict between the two nations. While this recent news may be concerning, SEI has put together a Q&A commentary...
Feb 1, 2022 | Blogs, Market Updates
A Review of the 4th Quarter of 2021 Markets delivered exceptional performance in a year that had a little bit of everything: politics, bubbles, meme stocks, inflation, runaway rallies, and sudden drops. Let’s take a look at how markets performed last...
Oct 28, 2021 | Blogs, Market Updates
How are you feeling about work these days? Are you taking stock of your life and thinking about moving on? (You’re not alone.) Are you a boss struggling to fill roles and retain your people? (You’re in good company.) America is going through a pretty major...
Oct 27, 2021 | Blogs, Market Updates
A Review of the 3rd Quarter of 2021 Despite breaking multiple records, a rocky third quarter ended with a thud as concerns about inflation, political brawls, and viral variants weighed. 1 Let’s take a look at how markets performed and what we might look...
