Dr. Diana M. Monea explains why succession planning matters in optometry. Learn how early career decisions shape ...
Who’s on Your Giving List?
Discover smarter ways to give this holiday season. Learn from Dr. Roxanne Arnal, CFP, how charitable foundations and ...
Market Got you Down? 4 Strategies for Managing Stock Market Volatility
Learn 4 smart strategies to manage stock market volatility, from diversification to long-term planning. Advice for ...
7 Key Features to Look for in a Financial Advisor
Ensure your financial advisor meets these 7 essential criteria, from fiduciary duty to specialized expertise, for a ...
5 Reasons You Need a Will
Many young doctors burdened by student debt often postpone addressing critical aspects of wealth management. Roxanne ...
A Good Business is Not Always a Good Investment
Roxanne Arnal unravels financial terms, including, Multples of EBITA, P/E ratios and explains how a good business may ...
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