by Team Vestia | May 1, 2023 | Financial Planning, Investing, Retirement
When you get ready to relax and unwind, what comes to mind? Perhaps it’s the spot on the beach you’ve been traveling to over the last 10 years, or maybe it’s an adventure in the Galapagos. Since the pandemic, many physicians have considered either purchasing a...
by Team Vestia | Apr 1, 2023 | Financial Planning, Investing
If you had the opportunity to share in your company’s success directly, would you do it? Employee Stock Options (ESOs) aren’t available to all doctors, so you may not know how to utilize them when they arise. We’ve compiled a complete guide of everything doctors need...
by Team Vestia | Jan 1, 2023 | Financial Planning
Your finances are in order, right? If you hesitated at all, it may now be the time to look! Whether you’re a seasoned pro or just starting out on your financial journey, we believe it is important to go over the basics and ensure you’re set up for success. Make 2023...
by Team Vestia | Dec 15, 2022 | Investing
In life, it’s easy to fall into an “I’ll do it tomorrow” mindset. And when the “tomorrows” add up like compound interest, years can fly by in the blink of an eye. Before you know it, you’ve given up more days than you can count! While there can...
by Team Vestia | Dec 1, 2022 | Investing
The end of the year is full of the hustle and bustle of the holidays, but it’s also a great time to “clean up” your investments. Regular portfolio rebalancing is one way to maintain proper allocations and risk alignment for your unique financial situation....
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