by David C. Branch | Jun 3, 2025 | blog, David C. Branch, Education
When it comes to growing your wealth, it is not just about how much you earn from your investments. It is also about how much you keep after taxes. Tax efficient investing is the practice of structuring your investment strategy in a way that minimizes the impact of...
by David C. Branch | Mar 6, 2025 | David C. Branch, Education, Finance
When people think of passive income, stocks and real estate often come to mind. While these traditional assets can be excellent wealth builders, they aren’t the only options for generating long-term, low-effort income. For those looking to diversify their revenue...
by David C. Branch | Feb 3, 2025 | blog, David C. Branch, Education, Finance
Money is more than just numbers—it’s deeply tied to emotions, habits, and psychological patterns. The way we spend, save, and invest is often influenced by subconscious beliefs formed through personal experiences, cultural norms, and societal pressures. Understanding...
by David C. Branch | Jan 2, 2025 | blog, David C. Branch, Education
In recent years, the FIRE movement—short for Financial Independence, Retire Early—has captured the imagination of individuals seeking freedom from traditional employment. Rooted in the principles of extreme saving, disciplined investing, and strategic spending, the...
by David C. Branch | Jan 2, 2025 | blog, David C. Branch, Education
In the complex and ever-changing world of investing, diversification remains one of the most fundamental strategies for achieving long-term financial success. Often referred to as “not putting all your eggs in one basket,” diversification helps investors manage risk...
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...
