INSIGHTS
Knowledge, Information and Actionable Advice
CIG Asset Management Update: Prudent Risk Management is Prudent Investment Management
Summary:
* U.S. equities before and after the March FOMC meeting
* A differentiated view and alternative assets can add value in difficult markets
March 2022 Returns:
Benchmark / Index
Return
Benchmark / Index
Return
Growth Benchmark
1.96%
Balanced Benchmark...
CIG Asset Management Review: Uncertainty About How Much Risk You May Be Taking Is a Risk unto Itself
Summary:
* Threat of a growing war, inflation and interest rate hike fears led equities lower
* Risks may be buried in your portfolio
* Will the “January Barometer” portend a bad year ahead?
January 2022 Returns:
Benchmark / Index
Return
Benchmark / Index
Return...
Protected: CIG Capital Advisors Market Update Video: Fed Pivot from Dovish to Hawkish and War in Europe
This content is password protected. To view it please enter your password below:
Password:
CIG Asset Management Review: How To Be A More Strategic Investor In 2022
Summary:
* US and developed international equities rallied
* The importance of remaining rational in an increasingly emotional environment
Commentary:
A Blended Growth Benchmark returned approximately 2.80% while a Blended Balanced Benchmark gained about 1.96% in December. These benchmarks represent the theoretical performance of diversified passive portfolios blending...
Protected: CIG Capital Advisors Market Update Video: A View into the Market
This content is password protected. To view it please enter your password below:
Password:
Practice Resolutions for the New Year
The end of the year is a time for reflection. It’s also a chance to apply the lessons of the past going forward. If one of your 2022 goals is to improve the operational, administrative, and financial aspects of your medical practice, here are some ideas you might be able to incorporate in your list of New Year’s resolutions.
Review Current Patient Service...
CIG Asset Management Review: What If the Bubble Bursts?
Summary:
* US Equities surge while international equities lag
* Tesla and the growing stock market bubble
* What happens when a bubble eventually bursts?
Commentary:
The S&P 500 index gained +7.01% in October, bouncing back from its September decline and closing at an all-time high. Overseas markets were up, but much less so versus...
Easing into Retirement
Given the physical and emotional demands of their profession, it’s little wonder that some physicians look forward to retirement. However, many other doctors nearing retirement age are reluctant to turn their backs completely on their profession and would rather find a way to ease into retirement.
What should you do if retirement is on the horizon, but you would prefer to...
CIG Asset Management Review: Market Unknowns
Summary:
* S&P 500 declined for the first month since January 2021
* Increasing economic and geopolitical uncertainty
* Market volatility rising
* Do we know?
Commentary:
The S&P 500 index fell -4.65% in September, its first monthly decline since January 2021 and the worst monthly decline since March 2020. In overseas markets, the MSCI EAFE net index...
CIG Capital Advisors Market Update Video: September and Volatility
In September, the S&P 500 TR Index had its worst month since March 2020. Will volatility continue to head higher?
Brian Lasher and Eric Pratt of CIG Asset Management give a quick posting on the markets.
Please click on the 3-minute market update video attached below....
Exiting Your Practice? Important Issues to Consider
Providers exit their practices for a variety of reasons — dissatisfaction with the demands of running a business, the desire for a less strenuous work schedule, frustration with insurers, retirement. If you are thinking about exiting your practice, there are several steps you should take now that will help you maximize the purchase price and ensure a relatively smooth...
CIG Capital Advisors Market Update: Risk Happens Fast
CIG’s inaugural 3-minute market update is attached. This soon-to-be regular conversation between Brian Lasher and Eric T. Pratt of CIG Asset Management focuses on an important aspect of the current stock market environment. If you have questions post viewing, please do not hesitate to contact your CIG wealth manager.
For more information on this 3-minute market update,...
CATEGORIES
TAGS
529
529 plans
active portfolio management
asset management
assets
budget
cash flow
cash flow projections
Central Bank
Central Banks
charitable givng
CIG Monthly Asset Management Update
college savings plan
COVID-19
diversification
estate
estate planning
exit
FAAMG
factors
financial planning
income
investing
IRA
M&A
malpractice insurance
measurement
medical practice management
medical practice valuation
merger
mergers
ophthalmology
pandemic
practice valuation
private equity
private medical practice
retirement
RMD
succession planning
taxation
taxes
tax planning
tax strategy
valuation
volatility