by David C. Branch | Dec 4, 2024 | blog, David C. Branch, Finance
Tax-loss harvesting is a strategic method used by investors to minimize their tax liabilities while maintaining a long-term investment strategy. Investors can enhance their portfolio’s after-tax performance by leveraging capital losses to offset capital gains....
by David C. Branch | Dec 4, 2024 | blog, David C. Branch, Finance
Investing is often perceived as a rational process guided by logic, data, and analysis. However, the reality is that human psychology plays a significant role in financial decision-making. Behavioral finance, a field that combines psychology and economics, explores...
by David C. Branch | Dec 4, 2024 | blog, David C. Branch, Finance
The yield curve is a critical indicator in finance, offering insights into economic cycles and guiding investment strategies. By analyzing the relationship between short-term and long-term interest rates, the yield curve reflects market expectations about future...
by David C. Branch | Oct 31, 2024 | blog, David C. Branch, Education
In the medical industry, mergers and acquisitions (M&A) present unique opportunities for growth and expansion. However, to maximize value in these transactions, medical professionals must employ financial best practices tailored to the complex landscape of...
by David C. Branch | Oct 31, 2024 | blog, David C. Branch, Finance
Private equity (PE) firms have become significant players in the healthcare industry, investing in medical practices, from primary care to specialized fields like dermatology, ophthalmology, and dentistry. For many medical practices, partnering with a PE firm offers...
by David C. Branch | Oct 31, 2024 | blog, David C. Branch, Finance
In the medical industry, acquisitions can provide an opportunity for growth, expansion, and enhanced resources. However, careful financial planning is essential for a medical practice entering into an acquisition. Understanding the economic landscape during this...
