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This article will help your clients understand modern portfolio theory and behavioral theory, and how this can help them understand their own investing styles better.

If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.

Modern Portfolio Theory may seem to only focus on a market’s optimal state but using the system in tandem with other theories will allow an investor to take a balanced view of their financial strategy.

Did you know you may be able to take your 401(k), 403(b), or 457 plan and roll it into another type of retirement account while you are still working? Let’s look at how these rollovers can happen and the pros and cons of making them.

It's never too early to start looking at your tax obligations for the coming tax season. The information in this article is for the 2022 tax year, which most taxpayers will file in 2023.

The tax season is officially here. If you haven't already, now is the time to get prepared.

A divorce is never easy, but medical professionals tend to face a few additional hurdles during the process.

You want to check off all the boxes when it comes to making an estate planning strategy. But it can be hard to see what you may still be missing. As you work with your financial professional, start by reviewing these 9 questions.