Joel M. Blau, CFP
Mr. Blau is chief executive officer of MEDIQUS Asset Advisors, Inc., in Chicago. He can be reached at 800-883-8555 or [email protected]
Short-term investment instruments may mitigate effects of inflation
As the capital markets have improved, more investors have shifted their concern from weathering the financial crisis to anticipating the inflationary effects of rising federal spending and debt.
How to keep your portfolio on track by rebalancing
Diversification gives investors a valuable tool for managing risk and volatility in an investment portfolio. Effective diversification, however, requires diligent maintenance.
Long-term care insurance: What urologists need to know
The average U.S. citizen is living longer primarily because of advancements in medical care. This means a higher likelihood of needing long-term care.
Are exchange-traded funds better than mutual funds?
Investing in an ETF provides investors with the ability to invest in index-type portfolios that replicate the returns of many widely known indexes.
Who will inherit your IRA?
With the IRA generally representing most physicians' largest financial asset, it only makes sense to ensure that retirement account beneficiary decisions are carefully made.
Urologists should balance investments using Modern Portfolio Theory
Significant time is spent developing methods or strategies that come close to that "perfect investment." None is as popular or compelling as Modern Portfolio Theory.
How to protect life insurance from estate taxation
Often neglected in the life insurance strategy is the estate tax consequence associated with the ownership and ultimate payout of the insurance policy's death benefit.
Will estate tax relief come this year?
Estate tax repeal is now officially under way. However, repeal may be temporary, as many believe Congress will revive the tax this year.
Municipal bonds offer multiple tax advantages
As physicians contemplate the impact of potentially higher taxation, it is imperative to compare investment yields or returns on an after-tax basis.
Which type of financial trust is right for you?
Estate planning strategies utilize various trusts to minimize estate tax liability as well as provide assistance or management for the surviving family.


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