by Team Vestia | Sep 1, 2021 | Financial Planning, Investing
College planning is challenging, and it’s no secret that it can be pricey. In fact, from 2008-2021, in-state tuition prices increased by 72%. That’s not including room and board or textbooks! It may seem overwhelming, but by developing a strategy early, you’ll be...
by Team Vestia | Aug 15, 2021 | Financial Planning, Investing
You likely can’t find a more hotly debated topic in the financial space than annuities. Annuities garner a whole host of negative press, but are they really that bad, or could they be a good complement to your long-term investment plan? Let’s take a closer...
by Team Vestia | Jul 15, 2021 | Investing
Should private equity have a place in your portfolio? Maybe. Private investing carries different types of risk that are important to consider, but it can also be a lucrative avenue for expanding your portfolio. Private investment funds, like hedge funds and private...
by Team Vestia | May 15, 2021 | Financial Planning, Investing
When it comes to investing, stocks often get the attention, but there is another type of asset class that may work well for your portfolio: bonds. Bonds tend to be more elusive than stocks because they often stay out of the headlines unless there’s a big swell or...
by Team Vestia | Feb 24, 2021 | Financial Planning, Investing
Like everyone else, physicians often wonder whether or not their retirement is on track. It’s all about building a strong foundation from the beginning — and there’s no time like the present to prepare for your future. When it comes to working toward retirement, we’re...
by Team Vestia | Dec 11, 2020 | Financial Planning, Investing
Given current market conditions, many doctors may find themselves sitting on more cash than usual and fear the risk of reentering the markets. The right level of cash is important to protect you and support your goals, but too much cash can actually weigh you down....
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