Categories for Investing

5 Questions Every Practice Owner Should Ask About Their Retirement Plans

June 2, 2025 2:27 pm Published by Scott

As a dedicated medical or legal professional, your focus is undoubtedly on your practice and your clients or patients.

March 3, 2025 10:37 am Published by Scott

For medical, dental, and law firms, navigating the complexities of retirement planning can feel like performing intricate surgery with a

February 18, 2025 2:17 pm Published by Scott

The PivotPoint Dial of Investment Portfolios – The “What” and “Why” The selections in your retirement plan portfolio matter. A

February 12, 2025 2:50 pm Published by Scott

Our team uses Monte Carlo analysis as part of the process of helping clients select the right portfolio and understand

February 12, 2025 2:15 pm Published by Scott

4 Common Habits Your Portfolio Manager Should Not Have Entering the world of portfolio management is exciting, filled with the

February 12, 2025 1:33 pm Published by Scott

Navigating the Financial Landscape: How Schwab Independent Advisors Empowers RIAs Like PivotPoint Advisors

February 12, 2025 12:28 pm Published by Scott

Taking the Fiduciary Burden Off Your Plate: How 3(38) Services Can Benefit Your Business Today’s business landscape is demanding, requiring

August 1, 2024 12:18 pm Published by Scott

It’s the time of year for sponsors of 401k plans (and other types of ERISA qualified plans) to begin your

May 22, 2023 8:17 am Published by Scott

Businesses of all sizes prosper by offering their people the opportunity to save for retirement and defer taxes.

January 26, 2023 1:55 pm Published by Scott

Behavioral Finance: The mystakes Mistakes We Make