by David Denniston, CFA | Oct 13, 2016 | Wealth Management
As a young medical student, you cannot wait to graduate and get to residency. A huge paycheck awaits. Maybe you are sitting there reading this and you are now transitioned to practice. You’re struggling with financial decisions. You are wondering whether you should...
by David Denniston, CFA | Jun 15, 2016 | Wealth Management
Imagine this, picture this. You’re finally done with medical school! Dreams of reclaiming your time & diving into your profession, doing what you love are filling you with more and more excitement. You’re going to get paid! Well… maybe, not a whole lot, but you...
by David Denniston, CFA | Mar 11, 2016 | Wealth Management
It’s the happiest day of your life! Your wedding day… Best. Day. Ever. Smiles, hugs, the white gown, the champagne, the first dance, the cake, and the limo. Laughter peels through the air. Fleeting memories of vows and eager faces, music hanging in the air. Although,...
by David Denniston, CFA | Feb 4, 2016 | Job Transition, Wealth Management
It’s almost that time of the year again! The snow is almost done falling. It’s melting into big puddles for our kids to stomp in. The birds and bees are coming back out. The trees are budding. Spring is upon us. As many residents and fellows are inking their first...
by David Denniston, CFA | Dec 2, 2015 | Wealth Management
You’re in bed, tossing and turning. You can’t sleep. You feel like you are in a financial prison, constrained by the shackles of debt and trying to still have fun and enjoy life, but every month is hard and you feel like you are just getting by. Perhaps, you feel like...
by David Denniston, CFA | Nov 9, 2015 | Wealth Management
Today’s world is an incredibly tax-unfriendly & environment for physicians. By increasing your taxes due to the provisions of the Affordable Care Act, Uncle Sam is out to get even more! However, the good news is that there are several steps that you can take to be...
