Current Thoughts on Investing – T-Bills, Bonds, and Bond Funds

Treasury “bills” (i.e., bonds with maturities of one year or less) are paying 5.1% – 5.3%. These are fantastic yields, particularly in tax-free retirement accounts and even after-tax brokerage accounts. Inflation continues to run too hot and the Fed is likely not lowering rates in the near future. These T-bill yields should continue to be available for the next few months.

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Private Equity vs Private Buyer Sale: Understanding the Differences

When contemplating the sale of a dental practice, one of the fundamental decisions is choosing between a private equity buyer (i.e., DSOs) and a traditional private buyer. Both options come with their own sets of advantages and challenges, and understanding these differences is crucial for making an informed decision.

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Building Your Dream Team: Essential Advisors for a Successful Dental Practice Transition

You have worked hard, and it’s time to start planning to sell your dental practice. Whether you are thinking of selling in one year or in ten years, the right time to start planning is…now. This is an emotional time, and the process can be stressful, but surrounding yourself with the right team of trusted advisors can ease the burden and allow you to focus on what’s most important: yourself, your family, your patients, and your staff.

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