Resources
Institutional-grade financial intelligence for the two healthcare tracks we serve — free to download, written by fiduciary advisors.
Showing 26 of 26 resources
Discover how medical executives can maximize retirement savings and tax efficiency through Non-Qualified Deferred Compensation plans beyond standard contribution limits.
For healthcare professionals managing complex portfolios, this guide explores how to integrate private market investments into your retirement glide path.
For healthcare professionals, the complexity of retirement plan management often leads to indecision. Learn how to evaluate whether professional managed accounts serve your long-term goals.
Healthcare professionals face unique financial complexities. Discover how partnering with an ERISA 3(38) manager transforms your 401(k) from a static bucket into a dynamic, personalized engine for your total net worth.
Discover how the IRS classifies Highly Compensated Employees in medical practices and how ownership stakes dictate your retirement plan compliance.
Healthcare professionals often face unique financial pressures. This guide explores why off-the-shelf target date funds may undermine your retirement strategy.
A deep dive for healthcare practice owners on the inherent conflicts and legal vulnerabilities created when managing partners oversee their practice's retirement plans.
Discover how high-earning healthcare professionals can leverage the synergy of 401(k)s and Cash Balance plans to supercharge retirement savings and slash annual tax liabilities.
Learn how sophisticated plan design can help healthcare professionals avoid failed ADP/ACP testing and the frustration of unexpected IRS refund checks.
How Private Credit, Private Real Estate, and Private Equity behave over a 5-to-7-year horizon — and how a subscription-based model reduces fee drag while capturing institutional-grade returns.
A plain-language comparison of ETFs and direct indexing — costs, minimums, tax-loss harvesting, and which approach fits your portfolio.
A deep dive for healthcare professionals on navigating transparent fee structures and safeguarding private practice wealth against professional liability.
A strategic guide for healthcare professionals to align investment portfolios with the unique stages of medical career growth, from debt management to practice exit.
A comprehensive guide for physicians and surgeons navigating private equity acquisition, balancing immediate liquidity with the long-term clinical autonomy and wealth preservation.
Healthcare professionals face a unique financial trajectory. Discover how to navigate the transition from residency to peak earnings without falling into the trap of lifestyle inflation.
A comprehensive guide for physicians and surgeons on navigating the complexities of liability exposure, asset protection strategies, and ensuring long-term estate continuity.
A comprehensive framework for building, protecting, and sustaining wealth for healthcare practitioners — foundation, investing, protection, taxes, estate planning, and your advisory team.
Read GuideA plan sponsor's guide to eligibility, contributions, safe harbor, vesting, distributions, and loans when designing a 401(k)/403(b) plan.
Read GuideHow attending physicians can access institutional-grade private equity, private credit, and infrastructure.
A deep dive into private credit structures, risk-adjusted yield, and where it fits in a physician's portfolio.
Structuring entities, trusts, and insurance to shield your practice, license, and personal wealth.
A year-round framework to capture losses, offset income, and compound after-tax returns.
Choosing the right accounts, contribution limits, and low-cost investments for nursing careers.
An accessible primer on private market alternatives and how they fit smaller-account portfolios.
Understanding fiduciary protections, fees, and your rights inside an employer-sponsored plan.
PSLF, refinancing, and payoff sequencing — and how to balance debt with retirement saving.
The Cognis Blog
Fiduciary perspectives on wealth, investing, and income — filtered by your track and career trajectory.
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