Alex Kreis
Investing in a Bear Market
Bear markets aren't all bad news - history gives evidence that there is potential for investments.
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Blogs & Other News
We pride ourselves as industry experts for our clients. We are constantly staying up to date on financial trends in order to provide the best support for our clients. We have a unique viewpoint, coupled with our decades of experience on how certain money moves effect residents, fellows and other medical professionals differently.
It is our goal to help you navigate every stage of life and all of the financial implications.
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Alex Kreis
Nov 1, 2022
Four Things Physicians Should Splurge On
When you're trying to budget, it can be hard to decide where to spend and where to save. Here are some items that may be worth the splurge!
Jason Wein
Oct 27, 2022
Planning Your Financial Fourth Quarter
The last quarter of any year can be scary. Whether it is financial and familial pressures, it can certainly feel like everything during...
Alex Kreis
Oct 25, 2022
Ordinary vs. Qualified Dividends
A detailed explanation of the two types of dividends for investors.
Alex Kreis
Oct 17, 2022
Four Strategic Money Moves for Physicians
Here are four ways you can make your money work more efficiently for you.
Alex Kreis
Oct 14, 2022
New Tax Rules Bring Significant Changes To Family Estate Planning For Physicians
An in-depth look at the impacts of the Secure Act tax rule changes on Family Estate Planning.
Maureen Decker
Oct 5, 2022
Why Hiring a Financial Advisor Can Help Physicians
A look into why Physicians might want to consider hiring a financial advisor.
Alex Kreis
Sep 13, 2022
What it means if you have commercially owned FFEL loans.
Here's what you can do as a holder of FFEL loans left out of President Biden's student debt relief plan.
Alex Kreis
Aug 31, 2022
Osteopathic Medicine – D.O.
A look at this rapidly growing field of medicine that might be able to help address the looming physician shortage.
Alex Kreis
Aug 25, 2022
Biden-Harris Student Debt Relief Plan 2022
What you need to know about the Biden-Harris Administration's Student Debt Relief Plan.
Alex Kreis
Aug 18, 2022
Keys to Help Build Wealth
A dive into strategies to help build wealth.
Alex Kreis
Aug 8, 2022
Investing Basics: Dollar-Cost Averaging
A simple strategy to understand investing.
Alex Kreis
Aug 1, 2022
Are Your Student Loans Being Transferred?
How to manage the transition of student loans from FedLoan to MOHELA.
Alex Kreis
Jul 25, 2022
The Most In-Demand Specialties
With a looming physician shortage on the rise, it is important to learn about the upcoming most in-demand specialties.
Alex Kreis
Jul 19, 2022
The Truth About These 5 Common Annuity Myths
To better understand annuities as a financial vehicle, we have listed five common myths and the truth behind them.
Alex Kreis
Jun 24, 2022
Treat Your Financial Health Like You Do Your Physical Health
Treat your Financial Health Like You Do Your Physical Health
Alex Kreis
Jun 21, 2022
Resident to Attending Salary: Understanding Take Home Pay
How to stay on top of your finances as your income jumps.
Alex Kreis
Jun 21, 2022
Balancing Act: Income Jump & Lifestyle Creep
Ideas on how to manage "lifestyle creep" when income jumps.
Alex Kreis
Apr 25, 2022
Starting Medical Residency
The steps to prepare you for changes you may face when transitioning from medical school to residency.
Alex Kreis
Apr 22, 2022
April 2022: Student Loan Forgiveness Update
New changes to the federal student loan system will help bring borrowers closer to receiving debt forgiveness.
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