The Stock Market in 2022: Our Review, and What To Expect in 2023Let's review the 2022 stock market. Last year was a winning year for the diversified portfolio. International stocks outperformed the U.S. stock market, despite the U.S. dollar strengthening. Short-duration bonds outperformed long-duration bonds due to the rapid rise in interest rates. Quality, high-dividend-paying stocks outperformed the overall stock market by a wide margin. Inflation raged across the globe in […]
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What You Need To Know On The Latest REPAYE ChangesThe Biden Administration has just announced significant regulatory changes intended to reduce the cost of federal student loan payments for borrowers. The Education Department’s proposed rules would revise one of its existing income-driven repayment plans — known as REPAYE — in which borrowers’ monthly payments are tied to their income and family size, and after a […]
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New Podcast! Diving Into Delta Dental Insurance, featuring Joanne TannerWe welcome back Joanne Tanner to The Dental Board Room, this time taking a deep dive into the world of Delta dental insurance. Sit back and listen to Joanne's expertise on practice growth and profitability, and make sure to learn more over at Tanner Management. Hosted by our very own senior CFO advisor and firm partner, Greg Maravilla. […]
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Start Planning! The IRS's Latest Increases To Your Retirement SavingsWith the new year around the corner, the IRS has issued new maximums for retirement plans and other tax-advantaged contributions, like HSAs. The new maximums are a significant jump in your ability to save for retirement and reduce taxes. Your CFO Advisor will help you make the most of these in the upcoming year.
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Your PracticeCFO Tour: Check Out Our Demo Video!Welcome to your tour of PracticeCFO! We're thrilled to premiere our new client services demo, led by our very own CEO & founder, Wes Read. This video provides a thorough glimpse into what it means to be a client of ours. Why does our service model work? How do we effectively accelerate the path to financial independence? And how exactly […]
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New Podcast! Why Are You In Life, Featuring Chuck BlakemanWe're thrilled to introduce Chuck Blakeman to our latest episode of The Dental Board Room! Chuck is a best-selling author, entrepreneur, TED speaker, and founder of the Crankset group. Listen in as we talk about defining the relationship between our roots and our fruits, the importance of proper motive when running our business, the relationship […]
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Cybersecurity: How To Keep My Patient Records SafeThe American Dental Association is advising dentists and their staffs to be on the alert for possible internet security risks. As a business owner during the most robust technological era in history, the importance of utilizing best practices around cybersecurity protocol is at an all-time high. It is estimated that 45 million people were affected […]
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Setting Up PTO Tracking On MyPay SolutionsIf you are a PracticeCFO client, that means your payroll is managed by us through myPay Solutions. Did you know that you're able to set up PTO tracking through their system as well? Our amazing MPS Specialist, Ginger Monroe, has contributed the rundown below to help walk you through the process. Setting Up PTO Tracking On […]
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See You There - PCFO at CDA SF!See you there! We're thrilled to be attending CDA once again, this time in beautiful San Francisco. From the fun surprises we have planned at our booth (#1617!) to Wes's presentation at "The Spot" (more details to come) we're certain that this will be a conference for the books. Will you be attending? Let us […]
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Inspiring Changes - How Dr. Elona Gaball Ignites Dreams Through Dentistry Here at PracticeCFO, we take great pride in our clients. We couldn't be more proud of all that they accomplish both in and out of the dental office - particularly their charitable endeavors. Which is why we're thrilled to highlight the incredible Dr. Elona Gaball! She is the owner of a local non-profit organization called Inspire Changes, which aims […]
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