Insights

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

April 10, 2024

Navigating Student Loans for Atrium Physicians

In this webinar, Dolan Capital Advisors, Inc. president and founder Benjamin Dolan, CFP® and Joe McGrath of GradFin reviewed the importance of prioritizing student loan payments within your overall financial plan.

April 4, 2024

1st Quarter Market Returns

I’m excited to have an Amstel with my brother in Amsterdam, and a Peroni with my wife in Rome!