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Resources

Financial Planning Webinar 

In addition to hosting seminars and workshops across the nation at numerous teaching hospitals and medical communities we’ve put together a web based version that you can view below anytime. If this brings up questions or if you’re interested in discussing your financial situation and goals, we welcome you to get in touch. Please visit the “Meet with Us” area of our site.


Financial Planning Publications 

Here you’ll find an ever expanding assortment of articles that the advisors or our partners have written about topics that come up during the planning process, from general issues to comments on important topics of the day. Be sure to check back regularly as we’re always adding to our collection.

COVID-19 - The Economy and the Financial Markets by Marshall Weintraub, CFP® and Michael Merrill, CFP®, CLU®, ChFC®

Stock Market Dip? - Portfolio Adjustments to Consider by Marshall Weintraub, CFP® and Michael Merrill, CFP®, CLU®, ChFC®

Portfolio Rebalancing - Building on Concepts by Marshall Weintraub, CFP® and Michael Merrill, CFP®, CLU®, ChFC®

Financial Planning - Behavioral Finance: An Introduction by Marshall Weintraub, CFP® and Michael Merrill, CFP®, CLU®, ChFC®

Home Mortgage - Options to Structure Your Home Mortgage by Marshall Weintraub, CFP® and Michael Merrill, CFP®, CLU®, ChFC®

Public Service Loan Forgiveness - The Finer Details by Marshall Weintraub, CFP® and Michael Merrill, CFP®, CLU®, ChFC®

College Saving Plans- Saving for a Child's College by Michael Merrill, CFP®, CLU®, ChFC® and Marshall Weintraub, CFP®

Debt Management - Efficient Debt Management and Physician Mortgages by Marshall Weintraub, CFP®and Michael Merrill, CFP®, CLU®, ChFC®

IRAs - Types and Strategies For High Income Earners by Michael Merrill, CFP®, CLU®, ChFC® and Marshall Weintraub, CFP®

Student LoansForgiveness vs. Refinancing by Marshall Weintraub, CFP®and Michael Merrill, CFP®, CLU®, ChFC®

Fiduciary DutyAn Important Factor When Choosing a Financial Advisor by Marshall Weintraub, CFP® and Michael Merrill, CFP®, CLU®, ChFC®

Recent Market EventsWhat They Mean For the Long-Term Investor by Marshall Weintraub, CFP® and Michael Merrill, CFP®, CLU®, ChFC®

Disability InsuranceThree Common Questions by Marshall Weintraub, CFP® and Michael Merrill, CFP®, CLU®, ChFC®

Estate PlanningBasic Steps For the Young Cardiologist by Marshall Weintraub, CFP® and Michael Merrill, CFP®, CLU®, ChFC®

Portfolio Rebalancing - Investment Portfolio Rebalancing - The Basics by Marshall Weintraub, CFP® and Michael Merrill, CFP®, CLU®, ChFC®

Interest Rates - Rising Interest Rates - Why the Fuss? by Marshall Weintraub, CFP® and Michael Merrill, CFP®, CLU®, ChFC®

Income Taxes -A Quick Note on Income Taxes by Marshall Weintraub, CFP® and Michael Merrill, CFP®, CLU®, ChFC®

Investment Risks - Investment Risks: Short-Term vs. Long-Term by Marshal Weintraub, CFP® and Michael Merrill, CFP®, CLU®, ChFC®

Quarterly Market Update 
Helpful Links 

Below you’ll find several links that you might find handy in familiarizing yourself with financial topics and planning strategies.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you access this link you are leaving our website and assume total responsibility for your use of the website you are linking to. We make no representation as to the completeness or accuracy of information provided at this website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.