The Prosperous Doc® Blog

The calendar has flipped, and we now have a new year upon us. It is time for a fresh start. First, however, we'd be remiss if we didn't take the ...

In the midst of every Bear Market, there are opportunities. As we approach the end of 2022, the bear market, which began on the first trading day of ...

We are entering the fourth quarter of 2022. The bear market is in full force now, down over 25% by most market indices, and the questions are ...

2022 has been a less comfortable year for investors than the last decade. As a result, at the midpoint of the year, you may find yourself ...

One of the most meaningful aspects of accumulating wealth is the ability to give back. Families and individuals donate for a variety of reasons. ...

Many people think that a financial portfolio and a financial plan are the same thing. Certainly, there is overlap. However, there are some ...

As your life changes, so do your plans, policies, and designations. Significant life events, like marriage, domestic partnership, birth, adoption, ...

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 ...

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 ...