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At PracticeCFO, we manage over $350 million in client assets, and one thing has become abundantly clear through every market cycle: discipline is the key to successful investing. With recent market volatility spurred by tariff concerns and global economic uncertainty, it's natural to feel uneasy. But reacting emotionally to short-term fluctuations often does more harm than good. Our message to clients remains steady: stay disciplined, trust the process, and keep your eyes on the long-term.
Market downturns are not new—they're a natural part of investing. What’s often misunderstood is what actually happens during a drop. When the market falls, you don’t lose your shares. You simply experience a temporary decline in their value. As long as you stay invested, you still own the same number of shares. And historically, market declines have always been followed by recoveries—many of them strong and swift.
We understand that the money we manage represents more than just numbers on a statement. It’s years—sometimes decades—of effort, sacrifice, and vision. That’s why we treat it with the care it deserves. Our portfolio strategies are built not for the next quarter, but for the next 10, 20, or 30 years. We believe in rebalancing, not reacting. Rebalancing allows us to systematically “buy low and sell high” by trimming assets that have appreciated and buying those that are temporarily undervalued.
Think of it this way: when the market dips, quality investments go on sale. If you had conviction in your investments when prices were higher, a lower price should excite you—not scare you. Staying the course during these times positions you to benefit from the inevitable recovery. This is where real long-term gains are made.
Emotional decisions often lead to buying high out of excitement and selling low out of fear—the opposite of sound investing. That’s why we’re here: to be a steady hand in turbulent times. We monitor portfolios, adjust where needed, and ensure your allocation stays aligned with your goals—not the headlines.
The best investors are not those who try to time the market, but those who remain invested through both the highs and the lows. Time in the market always beats timing the market.
In times like these, we ask that you trust the plan we’ve built together. Let the strategy do its job. We’re in your corner, not only to grow your wealth but to protect it with wisdom and care.
Wes knows what's best for dental practices. He's been doing this for a long time and he sees lots of practices. He can tell me how our practice is doing, and what we can do to increase our productivity. With past CPA's, there were no ideas. It was all coming from me, saying "I think I can do better, but I don't know how." I come in to meet with Wes and he says "You CAN do better, and I know how."
PracticeCFO is in hundreds of dental offices around the country. They know what numbers should look like. They know what percentages of payroll, rent and supplies should be, and they will hold you accountable to those numbers, which will really help you stick to your plan and your path of growth and savings. That is invaluable
Whenever something comes up, whether it's building or practice related and we weren't sure where the numbers would go, PracticeCFO has been instrumental in helping us figure that out. I can't say enough of how important that is - that it goes beyond that initial partnership. They make sure this business marriage works.
When I go home from work, I don't spend a whole lot of time stressing about what my books look like, or how much I owe in taxes. By using PracticeCFO, the burden of keeping track of a lot of the big financial numbers and metrics are taken off my plate.
PracticeCFO helped me develop a plan for the future. I have colleagues that work with other accountants that don't have a plan - they just look at the numbers of the practice and that's it. There's no plan for 10, 20 years from now. But with PracticeCFO, you get that. PracticeCFO makes you feel like you're they're only client.
(In reference to his practice sale) What could've been super stressful, wasn't! When picking John and Wes, it was from word of mouth recommendations and other people's experiences from the past that really did it for me. And it turns out that those recommendations were right on the line.
Wes knows the business side of dentistry. His comprehensive plan will organize your personal and professional finances so you can focus on taking care of patients. Massive ROI.
I can’t say enough good things about everyone at PracticeCFO. Everyone on the team is professional, organized, knowledgeable, helpful and kind. They also respond to emails and phone calls immediately and are always happy to help. They have helped me navigate year-to-year as a business owner. PracticeCFO gives me peace of mind that my business is in good hands.
I love Practice CFO! They have helped me obtain a practice and maintain a practice. They are incredible people who are on top of everything and make owning and running the business portion of a practice easy. They couldn’t be better for my business and my sanity. They have every detail of the business and taxes taken care of where all I have to do is show up and follow their easy steps to success!
Practice CFO has the best tools I’ve seen for personal tax and financial planning in addition to top-tier corporate tax and accounting services. I have been very pleased with the level of quality service. They manage my monthly bookkeeping and accounts payable. It is a great system and saves me a ton of time, and it allows us to have monthly financial statements within a week of month end.
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