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Financial Planning, Investing

6 Investing Biases that Can Wreck Your Portfolio

…our clients’ best interest. For help managing your investment portfolio, or for any other financial matter, please schedule a call with a member of our team. Sources https://www.forbes.com/advisor/in/investing/4-common-investment-biases-you-should-avoid/ https://money.usnews.com/money/personal-finance/mutual-funds/articles/2015/05/26/7-behavioral-biases-that-may-hurt-your-investments https://scripbox.com/blog/five-common-investing-biases-that-can-hurt-your-portfolio/…

Retirement

5 Reasons Retirement Planning Is Different for Dentists

…of slowing down An all-too-common mistake made by many dentists is cutting back on their work hours in the years leading up to retirement. While this is a common practice…

Taxes

Removing Excess IRA Contributions

…in 2023) to withdraw the excess contribution and its associated earnings to avoid the 6% penalty. You will need to include Form 5329 with your tax filing to document the…

Image of an etched glass globe paperweight in front of what looks like a financial chart

From Peter's Desk

Markets in Turmoil

…-21% FAANG stocks: -38% Meme stocks (AMC, GameStop, Bed Bath & Beyond): -77% Crypto index: -59% Bitcoin: -50% SPACs: -43% Tiger Global (the hedge fund that has garnered the most…

Business Tax

Business Tax Providing innovative tax solutions that transform challenges into opportunities. Comprehensive Tax Services to Meet Your Business Needs Taxes are a common pain point for businesses because regulations are…

Investing

Things to Consider Before Investing in Real Estate

…the following. Consideration #1 – Type of property Real estate comes in many different forms, and the risks and benefits associated with each type can differ greatly. Commercial properties typically…

From Peter's Desk

Silicon Valley Bank: What Happened and the Coming Fallout

…ways, very simple, a classic bank run, but in many ways very complicated. And so we understand that some of our clients are extremely sophisticated hedge fund managers and private…

Investing

Five Things to Consider Before Investing in Real Estate

…and the risks and benefits associated with each type can differ greatly. Commercial properties typically come with longer lease terms (three to five years), offering the potential for more certainty…

Investing

Four Things to Consider Before Investing in Real Estate

…different forms, and the risks and benefits associated with each type can differ greatly. Commercial properties typically come with longer lease terms (three to five years), offering the potential for…

Rethink Your Money

Critical Year-End Planning Insights

…from that perspective. Her sister was a competitive figure skater as well, and her parents taught both of them, “Don’t compete against each other because every competition one of you…

Podcasts

Podcasts

Financial Planning, Investing

6 Investing Biases that Can Wreck Your Portfolio

Retirement

5 Reasons Retirement Planning Is Different for Dentists

Taxes

Removing Excess IRA Contributions

From Peter's Desk

Markets in Turmoil

Business Tax

Investing

Things to Consider Before Investing in Real Estate

From Peter's Desk

Silicon Valley Bank: What Happened and the Coming Fallout

Investing

Five Things to Consider Before Investing in Real Estate

Investing

Four Things to Consider Before Investing in Real Estate

Rethink Your Money

Critical Year-End Planning Insights

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