By
John P. Rossignol, CFP
The 2010 stock market began the year with a rush and in fine style. However, once the calendar pages turned to May, Mr. Market ran into a brick wall and the S & P 500 (broadest index measure of Mr. Market) finished its worst May in 40 years.
By
Carole C. Foos, CPA,
David B. Mandell, JD, MBA,
Jason O'Dell, CWM
As a physician, do you realize that – between income, capital gains, Medicare, self-employment and other taxes, you spend 40 to 50% of your working hours laboring for the IRS and your state? That is a lot of time with patients for someone else’s benefit. Given the significance of this fact, shouldn’t your advisors be giving you creative ways to legally reduce your tax liabilities? How many tax-reducing ideas does your CPA regularly provide you? If you are like most physicians, you probably get very few tax planning ideas from your advisors.
By
Mark Santiago
Learn about how Docs and Physicians are taking advantage of a little known real estate investment called Net Lease Real Estate. In this video you will learn about net lease investing and some mistakes to avoid when investing in commercial real estate. For more information please visit:
http://www.physiciansinvesting.com
By
Mark Santiago
Most investors believe that commercial real estate is out of their league. This article will address those concerns as well as several others.
By
Vincent Gallo
Planned gifts that allow the donor to retain an income stream for life or a term of years include charitable remainder trusts, charitable gift annuities, and pooled income funds (collectively, charitable life income plans). A related technique is the gift of a remainder interest in a house or farm, which allows the donor to retain the use of the house or farm for life or a term of years.
By
C. L. Huddleston, J.D.
In the appropriate situation, Roth IRA conversions can be a home run for doctors and their families. Some of the considerations are obvious and intuitive, but others are more obscure.
By
Lawrence B. Keller, CFP®,
Andrew Schwartz, CPA
Although it has been around since 1998, and is one of the best financial tools available, most physicians, as high-income taxpayers, were unable to take advantage of it due to income limitations. However, as part of The Tax Increase Prevention and Reconciliation Act of 2005 (TIPRA) signed into law by President Bush on May 17, 2006, that has changed. Now, taxpayers earning more than $100,000, finally have the option to convert their IRAs and other eligible retirement accounts to a Roth IRA as of January 1, 2010.

By
David B. Mandell, JD, MBA,
Jason O'Dell, CWM
The entire financial world was turned upside down in 2008 and 2009. Investors, executives, employees and the general public are left wondering, “who can I trust?” and “how will all these changes affect me?” The disturbing realities may have a serious impact on the economy for years to come. Did you ever think:
Banks would lose so much money that they would have to significantly reduce their lending?
Foreclosures would reach such a level?
Large Wall Street firms like Lehman Brothers, Bear Stearns, and Merrill Lynch would face such serious financial challenges?
* Some of the most sought after investment managers, Madoff and Stanford, would be exposed as scam artists?

By
Christopher R. Jarvis, MBA,
Kimberly Renners, MBA
Even though the Fed suggested last month that the economy had bottomed out and is poised to start growing again, the central bank has yet to lay out details of its so-called "exit strategy" to unwind all the steps it has taken in the past year to try and get the economy back on track. The Federal Reserve is studying the idea of borrowing money from the money-market mutual fund industry as part of its exit strategy to avoid post-crisis inflation. Some economists worry that if the Fed is too slow to rein in its various liquidity programs, all the cash it has injected into the financial system could spark a jump in inflation.
"The ingredients for runaway inflation down the road remain in place," said Allen Sinai, chief global economist for Decision Economics. "Right now inflation is quiet, but it's a sneaky problem.” Fed Chairman Ben Bernanke has repeatedly said the central bank has the tools it needs to pull back on these programs, but he has yet to say how or when it will do so.
Let's quickly reflect on why the inflation/deflation outlook is now the hardest investing problem to solve...