Financial Topics

August 2007   Friday, November 21, 2008
Do You Need Bonds in Your Portfolio?
Why should you consider bonds for your investment portfolio? The primary reasons include...
[FULL ARTICLE]
 
Tax-Efficient Investing
During periods of uncertain returns, it becomes even more important to consider other ways to increase your portfolio's value. One of those strategies is to invest in a tax-efficient manner.
[FULL ARTICLE]
 
Muni Bond Tips
Whether you're just investigating municipal bonds or are reviewing your current muni bond portfolio, consider the following guidelines.
[FULL ARTICLE]
 
The Basics of HSAs
Health savings accounts (HSAs) provide a way to help save on medical costs. To qualify, you must be covered by a health insurance policy with a minimum deductible of $1,100 for individuals and $2,200 for families in 2007.
[FULL ARTICLE]
 
What Is More Important?
With limited resources for saving, which is the more important financial goal - saving for your retirement or saving for your child's college education? While many parents want to pay the entire cost of their children's college educations, the reality is that there are a variety of ways to save for that education
[FULL ARTICLE]
 

David K. Sebastian, CFP®, and his team of experts at The Physicians Wealth Management Group specialize in working with individual physicians and group medical practices. David is considered to be one of the top financial advisors in the country with more than twenty five years of Wall Street experience as a chief investment officer, portfolio manager, institutional bond trader, and estate planning, benefits planning and retirement consultant.

Commitment to his clients’ financial needs and well being is a primary motivation for David.

The Physicians Wealth Management Group was specifically created to address and manage all of the unique financial challenges that doctors are facing both individually and through their group medical practices.

Feel free to contact me at
www.physicianswealth.com or
dsebastian@sfr1.com
or call me at (973) 285-3600


 
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Published by David Sebastian
Copyright © 2007 David Sebastian. All rights reserved.
This newsletter intends to offer factual and up-to-date information on the subjects discussed, but should not be regarded as a complete analysis of these subjects. The appropriate professional advisors should be consulted before implementing any options presented. No party assumes liability for any loss or damage resulting from errors or omissions or reliance on or use of this material.
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