Did you know that most doctors lose 2-3% in annual returns due to inefficient investment strategies?  This may not sound like much now, but it can add up to millions of dollars over the course of a doctor's dental career.  We'll discuss today's complex investment environment and how you can improve your investment results. 

Topics covered include:

  • Understanding the different types of investment professionals and associated fees
  • How to avoid emotional decisions and monitor your investment performance
  • Using defensive investment strategies to protect against risk
  • Identifying tax efficient investment and planning strategies