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DentalWealthAdvisor

Financial Solutions for Dentists & Their Families

Enlightened by proven evidence-based investing principles, Dental Wealth Advisors is a fee-based wealth management firm dedicated to guiding clients through a comprehensive, hands-on financial planning process, customized to attain investment goals and secure their financial future.


Learning Center

Cybersecurity Insights: Protecting Your Child’s Identity

  • August 15th, 2018

Kids have become top targets for identity thieves. The BAM ALLIANCE’s Jared Hoffman outlines the warning signs that a child’s identity has been compromised, and some cybersecurity measures you can take to keep it from happening to a young person you love. Many under the age of 16 don’t have much money, a line of…

Important To-Do’s Before Sending Your Child Off to College

  • August 15th, 2018

Wealth Advisor Ken Rosenbaum looks at some essential financial tasks and other important to-do’s you may have overlooked as the first day of a new academic year approaches and you get ready to send your child off to college. The day has come. Your little baby has grown up and is now ready to leave…

Why Investors Defy the Evidence and Continue to Play the Loser

  • August 8th, 2018

Why do investors choose to keep playing the loser’s game? Larry Swedroe offers some explanations of his own, then unpacks a study that suggests a form of the conjunction fallacy has a role in active management’s survival. The opening chapter of my first book, “The Only Guide to a Winning Investment Strategy You’ll Ever Need,”…

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