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Our blog is where you can find tips and information that we hope will be both timely and helpful.  If you ever want to discuss a topic in more detail, we welcome you to call our office - we would be happy to chat with you!  

 

Thursday, July 18, 2019

THE COST OF PROCRASTINATION Tip: Don’t Put it Off. Putting off an easy thing makes it hard. Putting off a hard thing makes it impossible.-George Claude Lorimer Some of us share a common experience. You’re driving along...

 

Tuesday, July 16, 2019

Should You Choose a Fixed or Variable? Buying a home is the single-largest financial commitment most people ever make. And sorting through mortgages involves a lot of critical choices. One of these is choosing between a fixed- or...

 

Thursday, July 11, 2019

Click on the link to read the July 2019 Newsletter DFR JULY 2019 NEWSLETTER

 

Tuesday, July 9, 2019

MONTHLY MARKET REPORT JUNE 2019 US MARKETS The stock market rode a wave of optimism this month, thanks to continued belief in a potential interest rate cut by the Federal Reserve and the lesenging U.S.- China trade tensions. The Dow...

 

Thursday, June 27, 2019

FOUR REALLY GOOD REASONS TO INVEST Forty-six percent of Americans do not own any stocks or stock-related investments, such as mutual funds, according to a recent Gallup poll.¹ Individuals may cite different reasons for not...

 

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Tuesday, June 25, 2019

HOW THE FEDERAL RESERVE WORKS Tip: Checks. Due to the onslaught of electronic check collection, the Federal Reserve now processes paper checks at just one location nationwide, down from 45 locations in 2003. Source: Board of Governors...

 

Tuesday, June 11, 2019

YOUR EMERGENCY FUND: HOW MUCH IS ENOUGH? Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing and your family ends up on a first-name basis with the nurse at urgent care. Then, as...

 

Tuesday, June 11, 2019

Click on the link to read the April Newsletter: DFR June 2019 Newsletter

 

Friday, May 3, 2019

Click the link to read our April 2019 401K Newsletter

 

Saturday, April 6, 2019

Click on the link to read the April Newsletter DFR April Newsletter

 

Friday, March 8, 2019

Click the link to read the newsletter: Doctors Financial Resource March Newsletter

 

Friday, February 8, 2019

Click on the link to view the Doctors Financial Resource February 2019 Newsletter

 

Friday, February 1, 2019

Click on the link to read the article Cetera Weekly Vantage Point

 

Friday, January 25, 2019

Click on the link to read the : January 401k Newsletter

 

Friday, January 18, 2019

Click on the link to read the Weekly Vantage point

 

Wednesday, January 16, 2019

Click on the link to read our: January Newsletter

 

Tuesday, January 8, 2019

Follow the link to the Weekly Vantage Point Article: Recession Fears Recede

 

Wednesday, January 2, 2019

Click on the title to read the article: Wall Street Trims December Losses

 

Wednesday, December 19, 2018

Click on the link to go to the latest weekly Vantage Point article: Stocks End Week in Correction

 

Friday, December 7, 2018

Please click the provided link to enjoy our November Newsletter > December 2018 Newsletter

 

Wednesday, December 5, 2018

Please review the commentary on the recent Market Environment, and feel free to contact us with any questions you might have or if we can be of any help. Markets Sell Off as Investors Become More Jittery

 

Monday, November 26, 2018

Click the web link to view the Cetera Article with respect to the recent market volatility. Cetera Sightline 11.20.2018

 

Friday, November 2, 2018

Please click the provided link to enjoy our November Newsletter > November 2018 Newsletter

 

Friday, October 19, 2018

Follow the link to see our October 2018 401k Newsletter: October 2018 401k Newsletter

 

Friday, October 5, 2018

Please click the provided link to enjoy our September Newsletter > October 2018 Newsletter

 

Friday, September 7, 2018

Please click the provided link to enjoy our September Newsletter >> September 2018 Newsletter

 

Tuesday, August 7, 2018

Please click the provided link to enjoy our August Newsletter >>> August 2018 Newsletter

 

Thursday, July 12, 2018

Please click the provided link to enjoy our June Newsletter >>>July 2018 Newsletter

 

Wednesday, June 6, 2018

Please click the provided link to enjoy our June Newsletter >>> June 2018

 

Friday, May 4, 2018

Please click the provided link to enjoy our May Newsletter >>> May 2018

 

Wednesday, April 18, 2018

Please click the provided link to view our Spring 401k Newsletter >>> Spring 2018 401k

 

Friday, April 6, 2018

Please click the provided link to enjoy our April Newsletter >>> April 2018

 

Wednesday, March 7, 2018

Please click the provided link to enjoy our March Newsletter >>> March 2018

 

Wednesday, February 7, 2018

Please click the provided link to enjoy our February Newsletter >>> February 2018

 

Wednesday, January 24, 2018

Please click the provided link to view our Winter 2018 401k Newsletter >> Winter 2018 401k Newsletter

 

Friday, January 19, 2018

Please click the provided link to enjoy our November Newsletter >>> January 2018

 

Thursday, December 7, 2017

Please click the provided link to enjoy our November Newsletter >>> December 2017

 

Monday, November 6, 2017

Please click the provided link to enjoy our October Newsletter >>> November 2017

 

Tuesday, October 10, 2017

Please click the attached link to view our October 2017 401k Newsletter >> October 2017 Quarterly 401k Newsletter

 

Friday, October 6, 2017

Please click the provided link to enjoy our October Newsletter >> October 2017

 

Friday, September 8, 2017

Please click the provided link to enjoy our September Newsletter >>September 2017

 

Monday, August 7, 2017

Please click the provided link to enjoy our August Newsletter >>August 2017 Newsletter

 

Monday, July 17, 2017

Click this link to view our >>> July 2017 Market Newsletter Happy 4th of July!!

 

Thursday, June 1, 2017

Perhaps your financial picture is very sound. You think it is unlikely you will run out of money. If you are in this situation, you may want to consider how to pass more tax effective assets to the next generation or even the one...

 

Friday, May 12, 2017

PLease click our link below to the May 2017 Market commentary PDF: May 2017 Market Commentary

 

Tuesday, May 2, 2017

For this edition of our financial need-to-know article, we wanted to educate you on a common misconception that comes up with our doctor clients. It's often said that doctors, due to their income, cannot use Roth IRA. However,...

 

Friday, April 21, 2017

We’ve all known about diversification since we were preschoolers. Our parents taught us: “don’t put all your eggs in one basket.” But why? Quite simply, you wouldn’t want to lose all your eggs if that one...

 

Monday, January 23, 2017

Do you remember when you were a kid and you would get candy or cookies from a grandparent and you didn't want your siblings or cousins to take what you had been given? You worked so hard for that prize and it was yours. Did you wish...

 

Tuesday, December 13, 2016

Travis Flandermeyer, MBA and Phil Messuri, MS, CFP®, of The Doctor’s Financial Resource understand the acute pressures doctors in our state face today—chief among them the demanding schedules faced on a daily basis....