Healthcare Franchising and Investing

New-Wave Physician Opportunities?
Staff Reporters
Did you know that there are several viable alternative practice and investment vehicles physicians can consider rather than traditional medical practice and investing? And, they’re in the healthcare field?
Traditional Franchises
For example, franchise opportunities currently exist through vein-treatment, medical spa and weight-loss centers; and are well known. 
Non-Traditional Franchises
But, franchise opportunities also exist [...]

Economics of Variable Annuities

The “Ups and Downs” of Variable Investments
Staff Writers
The chief advantage of variable annuities is that investment income or gains are not currently taxable. However, when distributions are made, all gain is ordinary income, even if substantially all of the gains realized on the investment were capital gains.
Investments made directly by a Family Owned Business [...]

Worthless FOB Stocks

Getting the Tax Deduction
Staff Writers
All physicians and other investors should know when their stock becomes worthless.
Example Scenario:
Some time ago, an FOB physician investor [Family Owned Business] founded two FOBs: One was doing fine while the other floundered. Under the IRS Tax Code, the investor can receive a loss deduction on the second FOB if: 1) [...]

Interest Rate Options

Treasury Issues Options
By William H. Mears; CPA, JD
Interest rate options are usually options on Treasury instruments, Treasury bills, notes, and bonds. The face values used are $1 million for Treasury bills and $100,000 for T-notes and bonds.
Purpose
With these options, a physician or other investor will bet on the direction of interest rates. When interest [...]

Understanding Options

A Misunderstood Derivative
By William H. Mears; CPA, JD
An option is either the right to buy or sell an asset, or the obligation to buy or sell an asset. Options are derivative instruments; i.e., they derive their value from the performance of the asset upon which they are based—the underlying asset or security. This can be [...]

Real Estate Investments

Doctors Must Understand the Unique Risks
By Julia O’Neal; MA, CPA 

Real Estate [RE] requires a separate discussion of unique risks relative to other financial asset classes. 
Macro Economic and Other Risks 
RE investments possess not only the macro-economic risks found in all financial assets, but other unique risks, as well.
For example, these risks include illiquidity, lack of [...]

What is a Market-Neutral Fund?

Market Neutral Funds Demystified
A Special Report 
By Dr. Dimitri Sogoloff; MBA

Introduction

It’s hard to believe that just 20 years ago, physician investors had only two primary asset classes from which to choose: U.S. equities and U.S. bonds.
Today, the marketplace offers a daunting array of investment choices. Rapid market globalization, technology advancements and investor sophistication have spawned [...]