Data-driven, human-inspired business solutions that help you protect, optimize, and grow your practice with confidence.
A business intelligence tool that pulls your data from disparate sources, including social media, to provide total practice insight. Learn More
Valued advice from a team with deep practice operations, risk management, and health policy expertise. Learn More
Financial advice and solutions that help you build true wealth, however you define it.
Comprehensive wealth advisory services designed to help you take control of your financial life. Learn More
401(k), 403(b), pension, and non-qualified plan consulting to help your organization take the first steps toward a secure retirement. Learn More
Private strategies not available to the retail investor, critical for diversification in today’s changing investment landscape. Learn More
Proactive solutions that protect you, your practice, and your people.
Comprehensive and personalized coverage, created for physicians by physicians. Learn More
Creative and flexible approaches when you and your organization are ready to take on more risk. Learn More
Prescribing a richer life for you, your family, and your future.
The factors driving the market (and our outlook) remain consistent from last quarter despite some surprising headlines.
The importance of understanding your full financial picture before setting up any savings or investment programs for your family.
Effective workplace drug policies can reduce the risk of substance abuse among healthcare professionals while establishing a safe and healthy environment for employees and patients.
Dispute between Governor and General Assembly over pending state budget will force a temporary postponement of first phase of Medicaid managed care transition.
As interest in after-tax contributions grows, plan sponsors should consider team compensation before allowing these contributions to become part of the practice’s 401(k) plan.
A closer look at the SECURE Act, and how this legislation may affect your practice’s retirement plans.
As lawsuits continue to be filed against retirement plan sponsors, it’s important for practice leaders to recognize how a plan advisor can help limit exposure.
When faced with the unthinkable, medical professionals will need to rely on training and preparation to minimize the fallout of an active shooter.
By understanding how the pillars of well-being intersect, practices can work toward creating an environment that promotes spiritual wellness among physicians and staff.
As more practices report high rates of patient dissatisfaction, it’s important to both address immediate concerns and understand fundamental issues with the patient experience.
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