“Events and markets cannot be controlled but how you manage your reaction to them can be. Achieving results is about how you predict and manage your behavior” – Hugh Massie, Founder DNA Behavioral International We seem to assume the way a person behaves and communicates is shaped by current financial success or business experience. Let’s face [...]
Tag Archives: management
Practice Periphery, The Little Things, Again
Last time I chatted about pretending you are your own patient. Walk into your waiting room and what do you see? This time, let’s go outside and pretend you just drove into the parking lot and you are approaching the front door. First of all is the parking convenient? Are the walk ways accessible? As [...]
Is Buy and Hold Dead: Cyclical Markets within Secular Markets
According to Ned Davis Research and utilizing the Dow Jones Industrial Averages, since 1906 there has been four bear markets, 1906-21, 1929-42, 1966-82, and 2000 to ???, in contrast there has been three bull markets, 1921-29, 1942-66, and 1982-2000(DJIA Index). The average bear market lasts 14 years with an average cumulative return of -30.96%. The [...]
A Road Map for Physicians and Dentists-Part One
The rise of managed care over the past decade or so has caused physicians to consider the need for better fiscal management. One common strategy is the creation of a sound business or strategic plan. Over my 25 years of financial and practice management I have determined that their are two types of physicians. First, [...]
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About Rick Helbing, CFP®, ChFC
I'm a CERTIFIED FINANCIAL PLANNER™ and Owner of Suncoast Advisory Group with offices in Sarasota and Jacksonville, Florida. As a practicing advisor for over 25 years, I provide strategic financial planning to family business owners, medical professionals, and dental professionals.
Charles "Shay" H. Woodward IV, MBA
As a third generation Financial Planner for over 15 years, I provide strategic financial planning to family business owners, medical professionals, and dental professionals. I run the Jacksonville, Florida office for Suncoast Advisory Group.
