Physician's Wealth Manager
- In the case of property and casualty insurance, consumers have some element of control over costs. Here are some suggestions for making appropriate coverage choices.
- Anyone who is gainfully employed, particularly those in prime earning years, AND who relies on their employment income to support themselves and their family, needs disability insurance.
- How much life insurance you need is a function of many factors including your liability (not just debt but also protecting loved ones), your earnings, your other assets, and your time horizon.
- Stricter regulation and better due diligence now make some alternative investments safer, less costly, less risky, more profitable, and therefore, more desirable.
- It's important to understand that portfolio management involves a comprehensive overview of how investment portfolios should be designed, implemented, and actively managed on a regular basis.
AUTHOR BIO
BLOG INFORMATION
Tom Orecchio examines the principles of wealth management and financial planning-from portfolio and tax management to alternative investments and estate planning-to help physicians achieve financial success.
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