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PracticeCFO is committed to providing customized financial advice to dental practices and their owners. Below are our recent posts designed to keep you in-the-know.
New Podcast! PracticeCFO’s Diversified Approach to Investing
What’s the smartest way to invest your money to win in the long term? Dental practices benefit from being in an industry that is mostly recession proof. But can you build an investment portfolio that will also survive an economic downturn? Brandon Hobson, CFA®, CPA serves as Chief Investment Officer at PracticeCFO. On this episode […]
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The SVB Collapse: Secure With Schwab
As you’ve probably heard, Silicon Valley Bank went into receivership with the FDIC on March 10, 2023. Effectively, the bank failed as it could not meet customer withdrawal demands. That following Sunday, a second institution, Signature Bank went under as well. These events have caused some panic as investors fear a widespread “contagion” event followed by […]
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The Stock Market in 2022: Our Review, and What To Expect in 2023
Let'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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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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Recession Risk: Should We Be Concerned?
Rising prices, rising rates, falling stocks, and headlines all mentioning Recession. What does it all mean and where are we going from here? Let’s address the elephant in the room. Recession risk. A recession, by definition, is two consecutive quarters of falling GDP (a measure of total US economic activity). We’ve already posted a negative Q1 […]
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The Rundown on Back-Door Roth Conversions
Go ahead and breathe a sigh of relief, for now. Congress isn’t showing signs of taking any further action to terminate backdoor Roth IRA conversions. That said, let’s review the basics of a Roth IRA account and why it’s worth considering:  The max annual contribution you can make into any IRA, Traditional or Roth IRA, in […]
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What You Need To Know About California's Retirement Mandate
If you have more than five employees, California requires you to have a suitable retirement savings plan (e.g. 401K) in your practice by June 30th of this year (2022.) The default state plan is called CalSavers.  Action may be required whether you have an existing plan in place not. Here’s what you need to know:  You are required […]
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Your June 2022 Market Update
Our Chief Investment Officer, Brandon Hobson, recently did a podcast with Drew Phillips, one of our CFO Advisors at PracticeCFO! We highly recommend you listen to this podcast for your quarterly market update. In the hour-long podcast, we discuss the following: Shifting viewpoints at the federal reserve The timing of interest rate hikes in 2022 The impact of […]
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Defining a Defined Benefits Plan - And Why You Should Have One
We’re often asked what are the best ways to save on taxes and build wealth.  Without a doubt, funding a retirement plan is one of them.  And for certain doctors, a specific type of retirement plan is a silver bullet. It’s called a Defined Benefit plan, aka “DB Plan” or “Cash Balance Plan.” Here’s answers […]
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What our clients say
Disclaimer: The marketing materials presented on this website include testimonials that serve as reviews of PracticeCFO Investments’s products and services. PracticeCFO Investments does not compensate clients for reviews or testimonials, and PracticeCFO Investments does not provide anything of value in exchange for these reviews. PracticeCFO Investments has determined that there are no material conflicts of interest between the firm and the participant, and PracticeCFO Investments has not influenced the statement made by the client(s) appearing on this website.
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