INSIGHTS
Knowledge, Information and Actionable Advice
CIG in the News: MarketWatch, “Three ways to maximize your wealth”
With rising taxes and inflation likely on the horizon, what are you doing to adjust your wealth management plan? CIG Capital Advisors’ managing principal Osman Minkara outlines a three-bucket strategy to help you prepare in MarketWatch.
CIG Asset Management Update November 2020: Change and Balance
Summary:
November was an
extraordinary month for stocks globally.0% interest rates
and a 64% increase in the money supply create months of speculation, like
November.Our most
important job is to balance the amount of offensive and defensive investments
in portfolios given an uncertain near-term future.
Commentary:
Positive vacine news
from Pfizer, Moderna and...
CIG in the News: Marketwatch, “How to cut tax bills with smart charitable giving strategies”
As we enter the holiday season, plans for charitable giving
are moving to the forefront. This year, the pandemic has reduced giving
opportunities while simultaneously increasing need, causing donors to carefully
review philanthropic options that include tax advantages. CIG Capital Advisors’
Senior Wealth Managers Eldin Foco and Martin Swiecki outline two strategies to...
Measure Your Medical Practice’s Performance
Is your medical practice moving forward, standing still, or
losing ground? You’ll know the answer if you compare
different aspects of your practice’s operations to appropriate benchmarks
(as you can do here
using the CIG Capital Advisors Medical
Practice Dashboard). Benchmarking can give you the data you need to make
informed management decisions about the direction of...
CIG in the News: MedCityNews, “Why now is a good time to consider exit strategies for your practice”
The coronavirus pandemic has been a catalyst, both supercharging the investment demand for physician practices and accelerating the consolidation trend in the healthcare industry. With strong sale prices on an upward trend, CIG Capital Advisors Managing Director Yusuf Hai discusses in MedCity News what physician-owned practices should know before considering a deal....
CIG Asset Management Update October 2020: A New Hope?
Summary:
Diversifying to include
Emerging Markets helps in tough month for Developed Markets.i,ii,iiiContinued worries
about rising COVID-19 cases and the economy.ivNarratives appear
to be shifting as more evidence of a potential market inflexion point.
Commentary:
Globally, this month
was tough for Developed Markets and not for Emerging Markets. In October,...
Keeping your Financial Plans Alive Amid Chaos
Regardless of who occupies the halls of power in Washington, D.C., we should expect a tumultuous decade ahead. Because frankly, today reminds us too much of the conditions of the late 1930s.
In 2020, interest rates are at zero, government deficit spending is spiraling, national debt is soaring, and many still work from home – amid political panic, our society deeply at...
CIG Asset Management Update September 2020: Continuing Stimulus Hope
Summary:
Stocks fell in September as big technology companies faltered . COVID-19 deaths hit a grim milestone in the U.S. and increased around the world .The markets traded up or down based upon the probability of a new stimulus bill.
Commentary: The S&P 500 declined -3.9% and the tech-heavy NASDAQ dropped -5.2%. Outside of the U.S., developed markets, as...
Optimizing Your Healthcare Practice’s Income
Enhancing revenue and controlling expenses should be a
financial focus of every medical practice. Improving operational efficiencies
can help bring a practice closer to optimal performance. Here are some ways you
can maximize your medical or dental practice’s revenue stream and reduce costs
without sacrificing patient care.
Keep Coding Current
Coding errors are all...
Risks of Improper Titling and Inadequate Asset Protection
Physicians are acutely aware of liability risks and the
exposure of personal assets to the claims of creditors. Given the
publicity of large malpractice verdicts and the incessant amount of malpractice-related
attorney advertising, this concern is understandable. However, malpractice
liability is hardly the only financial risk that physicians face.
Although...
Physicians may consider a CLAT (Charitable Lead Annuity Trust) as a tax-saving strategy
The combination of a low key interest rate and a large
influx of cash some physician-owners may experience, after, for instance,
selling his or her private practice, could make a CLAT (Charitable Lead Annuity
Trust) a desirable vehicle for tax- and...
CIG Asset Management Update August 2020: A Reminiscence of a Bubble Past
The S&P 500 recorded its best August return since 1986,
up +7%. The S&P5, the so called FAAMG stocks, provided a majority of the
S&P return for the month. Developed
market stocks, excluding the U.S., as measured by the MSCI EAFE Index, rose
4.9% and the MSCI Emerging Markets Index gained 2.1%.
Domestic fixed income measured by the Bloomberg Barclays Aggregate,...
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