Recent Articles

Spring 2013 | Articles

The Lease Of Your Worries

  You wouldn’t launch a legal battle without a proven lawyer in your corner. You wouldn’t build your dream house without a skilled architect at your side. But you’d be amazed at the number of dentists who negotiate their own leases.   If you’re … READ MORE >

Summer 2012 | Articles


Research Findings for the Wealthy Dentist Investor

Recently wealth management specialists, Greg Taylor and adrian Reynolds conducted extensive research in order to identify the concerns and challenges that dentists and dental specialists face. The goal was to determine if the knowledge gained from the research could be … READ MORE >

Summer 2012 | Articles


The Most Important Investment Question

Is my advisor adding value?  Investors make a serious mistake if they assume there is enough information on their monthly statement to determine if their advisor is adding value. How do you know if your advisor is adding value?  Your … READ MORE >