Zach Swartz Director 417.866.5822 Related Services Wealth Management Related Industries Private Client Email Zach Swartz
Article Sep 14, 2021 Is a Real Estate Investment Right for You? Physicians may have opportunities to invest in real estate. There are a few ways to accomplish this—read on for tips on how you can meet… Read More
Article Sep 09, 2020 The Economic Ripples of COVID-19 We can evaluate the ripple effect that COVID-19 is having on the economy and markets without needing to predict the outcome of the virus… Read More
Article Jun 19, 2020 Physician Debt Management Debt management is a big topic for physicians. Read More
Article May 29, 2020 Financial Stress for Physicians & Their Families Physicians and their families deal with many kinds of stress. Workload, scheduling and emotional stress are very common. Reducing stress is… Read More
Article Jan 24, 2020 Financial Independence – Not Just for the Royal Family Financial independence is one of the most common goals among our clients. Read on for steps that can help you make progress toward your… Read More
Article Mar 14, 2018 March Mayhem: Why ‘Top-Seeded’ Investments Don’t Always Prevail Investors may have a lot to learn from the college basketball championship tournament. Take a look at three investing lessons you should… Read More