Skip to main content

  • Home
  • What We Do
  • Who We Serve
  • How We Serve You
  • Our Team
  • Events
  • Areté Insights 
    • Partners
    • Resources
    • Videos
  • Client Login
    • TD Ameritrade Login
    • Client Portal
  • Contact

    You are here

  1. Home
  2. Areté Insights
  3. Resources

Resources

Q2 2018 Market Review and Commentary

Submitted by Areté | Fiduciary Financial Advisors to Dentists on July 11th, 2018

This report features world capital market performance and a timeline of events for the past year and the Second Quarter of 2018. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic.

Tags:
  • Commodities
  • Diversification
  • Fixed Income
  • International Stocks
  • Market Commentary
  • Read more

Q1 2018 Market Review and Commentary

Submitted by Areté | Fiduciary Financial Advisors to Dentists on April 17th, 2018

This report features world capital market performance and a timeline of events for the past year and the first quarter of 2018. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic.

Tags:
  • Commodities
  • Diversification
  • Fixed Income
  • International Stocks
  • Read more

Key Updates and Tax Planning Opportunities with the Tax Cuts and Jobs Act of 2017 (TCJA)

Submitted by Areté | Fiduciary Financial Advisors to Dentists on March 14th, 2018

Small Business Tax Reforms:

  • C Corporation tax rate has been cut to 21% from 35%.
  • Pass-through entities (S Corporations, Partnerships, LLCs, Sole Proprietors) may receive a 20% deduction of qualified business income:
    • Married Filing Jointly Phase-out Income Th
Tags:
  • Dental Consulting
  • Estate Planning
  • Tax Planning
  • Read more

Are you attending the 2018 Valley Forge Dental Conference? - We look forward to meeting you! - Areté will be at booth #9

Submitted by Areté | Fiduciary Financial Advisors to Dentists on March 5th, 2018

VFDC.png

Are you attending the Valley Forge Dental Conference March 7-9?  

Tags:
  • Dental Consulting
  • Read more

2017 Annual & Q4 Market Review and Commentary

Submitted by Areté | Fiduciary Financial Advisors to Dentists on January 10th, 2018

This report features world capital market performance and a timeline of events for the past year and the fourth quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic.

Tags:
  • Commodities
  • Diversification
  • Fixed Income
  • International Stocks
  • Read more

Consultant’s Corner: Why You Need a Practice Valuation – Even If You’re Not Selling

Submitted by Areté | Fiduciary Financial Advisors to Dentists on October 26th, 2017

By Catherine Etters

Dental Consultant and Transitions Analyst at Legacy Practice Transitions and Owner of The Etters Group.

Tags:
  • Catherine Etters
  • Consultant's Corner
  • Dental Consulting
  • Estate Planning
  • Read more

2017 Q3 Market Review and Commentary

Submitted by Areté | Fiduciary Financial Advisors to Dentists on October 11th, 2017

This repo

Tags:
  • Commodities
  • Diversification
  • Fixed Income
  • International Stocks
  • Read more

Consultant’s Corner: First Year. First Impression

Submitted by Areté | Fiduciary Financial Advisors to Dentists on September 8th, 2017

By Catherine Etters

Dental Consultant and Transitions Analyst at Legacy Practice Transitions and Owner of The Etters Group.

Tags:
  • After Dental School
  • Catherine Etters
  • Consultant's Corner
  • Dental Consulting
  • Dental Student
  • New Dentist
  • Read more

Consultant's Corner: New Patient’s Comprehensive Exam Scheduling Tip

Submitted by Areté | Fiduciary Financial Advisors to Dentists on August 24th, 2017

By Pamela Rolle

Principal and Senior Practice Management Consultant at Definitive Dental Solutions

Tags:
  • Consultants Corner
  • Dental Consulting
  • Dental Practice Management
  • Pamela Rolle
  • Read more

2017 Q2 Market Review and Commentary

Submitted by Areté | Fiduciary Financial Advisors to Dentists on July 26th, 2017

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic.

Tags:
  • Commodities
  • Diversification
  • Fixed Income
  • International Stocks
  • Read more

Areté Insights

  • Partners
  • Resources
  • Videos

       

Sign Up for Insights from Areté

Recent Posts

  • Q2 2018 Market Review and Commentary
  • Q1 2018 Market Review and Commentary
  • Key Updates and Tax Planning Opportunities with the Tax Cuts and Jobs Act of 2017 (TCJA)

Archived Resources

  • July 2018 (1)
  • April 2018 (1)
  • March 2018 (2)
  • January 2018 (1)
  • October 2017 (2)
  • September 2017 (1)
  • August 2017 (1)
  • July 2017 (1)

Categories

  • After Dental School (1)
  • Catherine Etters (2)
  • Commodities (5)
  • Consultant's Corner (2)
  • Consultants Corner (1)
  • Dental Consulting (5)
  • Dental Practice Management (1)
  • Dental Student (1)
  • Diversification (5)
  • Estate Planning (2)
  • Fixed Income (5)
  • International Stocks (5)
  • Market Commentary (1)
  • New Dentist (1)
  • Pamela Rolle (1)
  • Tax Planning (1)

Contact Us

Don't hesitate to get in touch with us.

We look forward to the opportunity to become your trusted advisor.

Phone: (610) 977-2023
Email: info@arete-wealth.com

150 North Radnor-Chester Road, Suite F-200, Radnor, Pennsylvania 19087

       

Get Directions

Sign Up for Insights from Areté

Request Information

  • Sitemap
  • Legal, privacy, copyright and trademark information
  • Disclosures

Newport Group Logo.png

© 2021 Areté Partners, LLC. All rights reserved.

Website Design For Financial Services Professionals