Insights

May 23, 2024

Portfolio Spring Cleaning

Tidying Up Your Portfolio Before Summer

May 22, 2024

Estate Planning Essentials for Atrium Physicians

In this webinar, Benjamin Dolan, President of Dolan Capital Advisors, Inc., and Ryan Monk, President of Monk Law Firm, PLLC discussed essential estate planning tools that every physician needs in their estate plan.

May 10, 2024

IRS Delays Required Minimum Distributions

IRS Delays Required Minimum Distributions (RMDs) for Traditional IRAs Inherited After 2019

April 29, 2024

Location, Location, Location!

Different Investments for Different Buckets

April 18, 2024

The Loss of Daniel Kahneman

Psychologist Daniel Kahneman passed away on March 27th at age 90. Perhaps no other individual had such a pronounced influence on behavioral economics.

April 11, 2024

Stop and Smell the Azaleas

Embracing the Plan