by Phelps Admin | May 30, 2024 | Press
It’s no secret that transitioning from military service to civilian life poses significant challenges. For most, it’s a culture shock, to say the least, as we move from a world where we know our role, where we fit into the hierarchy, and exactly what’s expected of us,...
by Phelps Admin | May 30, 2024 | David Phelps
For many doctors, the investment portfolio is largely “randomized” based on the options they have crossed paths with over the years. It’s what I call “spaghetti on the wall” investments. They aren’t necessarily bad by themselves, but they aren’t coordinated to produce...
by Phelps Admin | May 29, 2024 | David Phelps
One of the questions I get asked the most is, “How do I know what to invest in,” and while I appreciate the sentiment here, that is almost always the wrong question. That’s because without context, any answer is basically meaningless. The right answer is based on...
by Phelps Admin | May 3, 2024 | David Phelps
In the midst of ever-growing inflation and economic uncertainty, more people than ever before are looking for ways to build (and hold onto) generational wealth. In the United States, 80% of all businesses are closely held – and most either fail or are sold...
by Phelps Admin | May 1, 2024 | David Phelps
The sale of your practice marks a significant transition from ‘practitioner’ to ‘investor’. The stewardship of the proceeds becomes paramount. What is your plan for utilizing and safeguarding that equity? How are you replace practice income...
