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Financial Planner | May 2020

Staying the Course

What history can tell us about investing during the COVID-19 crisis.

David B. Mandell, JD, MBA, and Adam Braunscheidel, CFP

Financial Planner | April 2019

Is Your Practice’s Retirement Plan a Liability Trap?

Why A 401(k) can cause liability for dermatologists and how to mitigate this risk

Adam Braunscheidel, CFP, and David B. Mandell, JD, MBA

Financial Planner | December 2018

Four Common Pitfalls in a Dermatology Practice's Retirement Plan

How to identify and avoid common mistakes.

David Mandell, JD, MBA and Adam Braunscheidel, CFP

Financial Planner | August 2018

Is Your Advisor Working in Your Best Interest?

Understanding fiduciary versus suitability standards.

Jason O'Dell, MS, CWM and Adam Braunscheidel, CFP

Financial Planner | December 2017

Time in the Market: More Important Than Timing the Market

Jason M. O'Dell, MS, CWM and Adam Braunscheidel, CFP

Financial Planner | August 2016

Bonus and Incentive Programs

Profit-sharing legalities and potential pitfalls.

Jason O'Dell, MS, CWM and Adam Braunscheidel, CFP