As thought leaders in our field, Guardian’s authors have written extensively on the topics below. We have a library of dozens of articles ready for use and, because we are always researching the latest legislation and addressing hot issues, we can quickly generate new, topical content for publication. We can provide articles on a quarterly, monthly, or even weekly basis.

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Tax Management
Asset Protection
Corporate Structure
Benefit & Retirement Planning
Financial Planning
Estate planning



Do I Really Need an Investment Advisor? The Nine Reasons Physician-Investors Underperform Without Professional Management

By David B. Mandell, JD, MBA and Robert G. Peelman, CFP® on October 30, 2014

There are multiple layers to the question: do I really need an investment advisor? Although there are no easy answers for everyone and every situation, data shows that the vast majority of retail investors, including physicians, are better off utilizing the services of an investment advisor as opposed to managing their investments on their own.

2014 4th Quarter Tax Saving Tips: What to Do NOW to Save $10,000-$25,000 or more on Your 2014 Taxes

By Carole C. Foos, CPA and David B. Mandell, JD, MBA on October 15, 2014

As we approach the 4th quarter of the year, most of our dermatologist clients now have a fairly good idea of what their taxable income will be for 2014. If you are like these clients, you may be wondering “is there anything I can do NOW to save taxes on April 15th”? The answer is

Is Your Financial Advisor Working for You?
Important Questions Might Give you the Answer (Part I)

By David B. Mandell, JD, MBA and Andrew Taylor, CFP® on October 15, 2014

As financial advisors to neurologists and neurosurgeons throughout the U.S. and lecturers to thousands more, we have seen a sharp increase in the last few years of questions about how investment firms, including ours, make money from advising their clients. Physicians are not alone, as a 2011 survey by Cerulli Associates and Phoenix Marketing International

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