COVID-19 & Your Investments
Insights to Help You Navigate these Unprecedented Times & Stay on Track with Your Goals.
Recently, Julianne Andrews MBA, CFP®, AIF® was featured in Medical Economics’ Money news section. In an interview, she walks through some steps physicians can take to protect their personal assets. Julie states, “There’s a few of things you can do, a lot of times people want to hop to very complicated things right off the bat, but there’s some very simple things you can do that will protect your assets.” You can view the short interview video by clicking here.
As the leading business resource for office-based physicians, Medical Economics provides the expert advice needed to successfully meet today’s challenges in practice management, patient relations, malpractice, electronic health records and other technology, career, and personal finance.
Julie has been the only financial planner to serve as a blogger for Physicians Practice, which is a division of Medical Economics and leading practice management resource for doctors and staff around the world. You can view her author’s page and all of her featured blogs here. To see the process Julie uses to help physicians address their most pressing concerns, click here for the MDFIT™ process.
Share This:
As we enter the last quarter of 2020, it’s nearly impossible not to reflect on the normalcy we’re all being pushed to learn. While we’ve come a long way from the start, there are still a few months to go. With an election on the horizon and continual unknowns about the virus, I share 3 quick tips to help prevent the dreaded year-end burnout!
As the pandemic stretches into months instead of the weeks initially expected, many workers continue to work from home. Some jobs lend themselves more easily to this than others. At Atlanta Financial, we continue to work remotely and meet with clients virtually. We are all looking forward to the day when we can get back into the office and see our colleagues and clients again. Nothing can replace face-to-face interactions whether it’s in the break room with fellow team members or in meetings with clients. But, as with many things, there are some silver linings and as it turns out, remote work does have some advantages. A recent study in fact showed that more than half of employees would prefer to continue working remotely, even after the pandemic is over.1
Most likely, we know someone who has been a victim of identity theft. In 2019, 14.4 million people were victims of identity theft.1 Identity theft can happen in a number of ways – in-person, online, over email or on the phone. It usually comes out of the blue, and no matter how it occurs, identity theft affects a large number of people per year.
According to a 2017 survey, medical school students graduate with an average student loan debt of $192,000.1 With a demanding career ahead of them, most healthcare workers could use the help of a dedicated financial professional. From tackling student loan debt to preparing for retirement, an advisor can help take the lead on managing your biggest financial goals. As you begin your search for a financial partner, consider looking out for these four signs.
Atlanta Financial Associates, LLC (“Atlanta Financial”) is a registered investment adviser offering advisory services in the states of Alabama, California, Florida, Georgia, Louisiana, Maryland, Mississippi, North Carolina, South Carolina, Tennessee and Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Atlanta Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Atlanta Financial, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
Copyright 2020 | All Rights Reserved | Privacy Policy | Customer Relationship Summary
