Many people think that a financial portfolio and a financial plan are the same thing. Certainly, there is overlap. However, there are some ...
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A blog for physicians and dentists offering financial solutions for every stage of your career – from residency to retirement.
Many people think that a financial portfolio and a financial plan are the same thing. Certainly, there is overlap. However, there are some ...
Read More →As your life changes, so do your plans, policies, and designations. Significant life events, like marriage, domestic partnership, birth, adoption, ...
Read More →Welcome to 2022! Like us, many of you have been waiting to turn the chapter from 2021. And, yet, here we are still with the pandemic, uncertainty ...
Read More →These days everyone seems to be asking, or at least it feels that way – “Should I be worried about inflation?” Is inflation transitory? Is it here to ...
Read More →Financial planning means different things to different people. To some it may simply mean investments; to others, insurance; to others, a Swiss bank ...
Read More →One of the most common questions we get from clients involves Roth IRA accounts. Everyone seems to have a general idea that Roth IRAs are good, but ...
Read More →As the new year begins, it can be challenging to keep track of all the new investment and tax changes and updates from one year to the next. This ...
Read More →As we are counting down the days until the presidential election, when we will discover the fate of the United States for the next few years, we ...
Read More →You may not know it, but you are probably already a dollar cost average investor! Do you contribute to your 401(k) or Roth IRA every month? Making ...
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For over 50 years, Spaugh Dameron Tenny has provided comprehensive financial planning for physicians and dentists across the U.S. In addition to providing personalized advice, we walk our clients through their options to help maximize finances and maintain financial security.
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4350 Congress Street, Suite 300 Charlotte, NC 28209
Office: (704) 557-9750
Fax: (704) 557-9670
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Securities, investment advisory and financial planning services offered through qualified Registered Representatives of MML Investors Services, LLC. Member SIPC. Supervisory office: 4350 Congress Street, Suite 300, Charlotte, NC 28209, (704) 557-9600. Spaugh Dameron Tenny is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
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