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Wealth management for Dentists and Orthodontists | Wealth Extractions

J. Haden Werhan is a CPA/PFS based in California providing wealth management services to dentists and orthodontists.

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Wealth management for Dentists and Orthodontists | Wealth Extractions | wealthextractions.com Reviews
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J. Haden Werhan is a CPA/PFS based in California providing wealth management services to dentists and orthodontists.
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Wealth management for Dentists and Orthodontists | Wealth Extractions | wealthextractions.com Reviews

https://wealthextractions.com

J. Haden Werhan is a CPA/PFS based in California providing wealth management services to dentists and orthodontists.

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Wealth Creation Archives - Wealth Extractions

http://www.wealthextractions.com/category/wealth-management/wealth-creation

J Haden Werhan,. Archive for category: Wealth Creation. Fiduciary Advisor or Broker? March 24, 2016. By Haden Werhan, CPA/PFS. Michael Kitces is a highly respected blogger and speaker in the Financial Planning world. His latest piece about the lack of consequential discipline in the investment advisory business is a real eye opener. Rogue Brokers Still Not Being Reined In. Http:/ www.wealthextractions.com/wp-content/uploads/2015/05/logo2.png. Haden Werhan, CPA/PFS. Haden Werhan, CPA/PFS. March 9, 2016.

2

Business of Dentistry Archives - Wealth Extractions

http://www.wealthextractions.com/category/business-of-dentistry

J Haden Werhan,. Archive for category: Business of Dentistry. Think Like a CEO: Leveraging Your Time for Fun and Profit. July 28, 2016. In Business of Dentistry. By Haden Werhan, CPA/PFS. This article was originally published on dentalproductsreport.com. Finding trusted employees and consultants to handle certain tasks can free up more time for yourself both at work and at home. You strive to deliver to your patients the best possible oral health care in a safe, friendly and professional environment.

3

Listen to the Music - Wealth Extractions

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J Haden Werhan,. Blog - Latest News. Listen to the Music. July 30, 2015. By Haden Werhan, CPA/PFS. Anyone who knows me can tell you that I am a child of the 70’s and fan of the Doobie Brothers. 8211; especially my wife who is not a fan. The Doobie Brothers have been playing off and on, and in one form or another since 1970. 45 years! And, as far as 70’s Rock Bands are concerned, they and others are still out on tour and some, like the Doobie Brothers, still recording new music. Haden Werhan, CPA/PFS.

4

Investing Archives - Wealth Extractions

http://www.wealthextractions.com/category/investing

J Haden Werhan,. Archive for category: Investing. The Downside of Diversification and How to Stay the Course with your Portfolio. August 12, 2016. By Haden Werhan, CPA/PFS. The following information is from a piece written by Larry Swedroe, Director of Research at BAM Advisor Services. He should really be called, The Explainer in Chief because that is what he does so well. There are several keys to having a successful investment experience. The Uniform Prudent Investor Act states that,. Clearly, the bene...

5

Investment Consulting Archives - Wealth Extractions

http://www.wealthextractions.com/category/wealth-management/investment-consulting

J Haden Werhan,. Archive for category: Investment Consulting. Is Global Diversification A Good Thing? March 31, 2016. By Haden Werhan, CPA/PFS. Did Diversification Fail When We Need It Most? Professor French is a consultant to Dimensional Fund Advisors, a member of the firm’s board of directors, and co-chair of Dimensional’s Investment Policy Committee. He is also a regular speaker at Dimensional conferences and seminars. The Journal of Banking and Finance. And the Financial Review. Http:/ www.wealth...

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Wealth management for Dentists and Orthodontists | Wealth Extractions

Haden Werhan, CPA/PFS. Welcome to Wealth Extractions: Quick Tips on Dental Wealth. Haden Werhan, CPA/PFS. February 20, 2013. This may be a bold statement, but I believe that not every financial advisor is cut out to provide wealth management for dentists. What do I mean by wealth management, anyway? I see it as follows: Wealth Management for Dentists The confluence and coordinated oversight of a busy dentist’s personal and professional financial planning, investment […]. The New Economics of Dentistry.

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