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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.


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Reexamining the Need for Corporate Bonds

  • June 8th, 2018

Larry Swedroe unpacks some recent research from our own Jared Kizer that shows the risk already found in a portfolio of stocks and government bonds can make owning corporate bonds redundant for many investors. A number of articles were written at the end of 2008 noting that, for the prior 40-year period, stocks had barely…

Different Types of Skill

  • May 29th, 2018

The prevalence of security analyst skill stands in stark contrast to studies that show only a fraction of actively managed mutual funds outperform on a risk-adjusted basis. Larry Swedroe tackles new research into this apparent contradiction. I recently came across an interesting paper, published in March 2018 on SSRN, titled “How Skilled Are Security Analysts?”,…

Choosing the Right College Savings Plan

  • May 29th, 2018

When it comes to saving for your children’s college education, there’s a wide variety of investment vehicles, each with pros and cons, to select from. Wealth Advisor Sue Stevens looks at what some of the popular options have to offer. The advantages of a college education are numerous: potentially higher income levels over a lifetime,…

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