Overview The U.S. economy continued to expand in Q3 of 2025, though at a slower pace following the strong rebound of early in the year. After growing at...
Jake McCracken CFP®
2025 2nd Quarter Review / Market Commentary
Overview The second quarter of 2025 was defined by significant policy-driven volatility and an impressive market rebound. The market turmoil began on April 2, when President...
2025 1st Quarter Review / Market Commentary
*There’s a certain irony to publishing this market review after all that has transpired since April 2, the date that President Trump announced his expansive...
A Physician’s Guide to Making (Back Door) Roth IRA Contributions
For most physicians, if they’ve ever received good advice about saving for retirement, it’s probably that they should fund a Roth IRA. And the benefits of funding...
Mega-Back Door Roth Strategy for Physicians
Most physicians know that they are able to save *only* $23,500 into their employer sponsored retirement plan (typically a 401(k) or 403(b)). However, for...
Physicians and Health Savings Accounts
For many young to mid-career physicians, a common feeling is that they are “behind” on saving for future goals like retirement, and that they are paying an exorbitant amount...
The Importance for Physicians to Maximize Contributions to “Tax-Favored” Accounts
For many young to mid-career physicians, a common refrain is that they feel like they are “behind” on saving for future goals like retirement, and that taxes are...
2024 4th Quarter Review / Market Commentary
2024 turned out to be a great year for investors, despite an underwhelming end. The S&P 500 set record highs 57 times in 2024. Despite economic uncertainty around...