Date: December 2015


2 posts in December 2015

Hippocratic Oath

December 25, 2015

As we approach the end of the year, there is a flurry of activity at PathWise. Between evaluating portfolios, performing tax loss harvesting, and ensuring that required minimum distributions are taken care of, the “holiday lull” is anything but. However, we do take some time to reflect on our clients and our business. We came…

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The Secret of Financial Flexibility is Not Yoga

December 3, 2015

There are a lot of moving pieces in the financial life of someone in the medical field. More often than not, years of schooling have resulted in significant debt and a late start on financial planning. But the high salaries and demand for medical professionals provides a buffer that can still result in financial success….

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