The Oread Blog

Thoughtful perspectives on financial planning, investing, taxes, and life decisions—written to help you as a physician or business owner navigate all of the complexity.

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Taxes

October 20, 2023

Essential Tax Planning Tips

Discover essential tips for effective tax planning.

Scott Sturgeon, JD, CFP®

Founder & Senior Wealth Advisor

Finances

Investment Basics for Beginners

New to investing? This beginner's guide covers stocks, bonds, ETFs, mutual funds, and real estate along with key concepts like diversification, asset allocation

Scott Sturgeon, JD, CFP®

October 15, 2023

Insights

Top Debt Management Tips

Learn effective tips for managing and reducing debt.

Scott Sturgeon, JD, CFP®

October 10, 2023

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Browse our full library of articles covering financial planning, investing, taxes, and thoughtful perspectives for physicians and business owners.

Free Assessment

Taxes

Essential Tax Planning Tips

Discover essential tips for effective tax planning.

Scott Sturgeon, JD, CFP®

October 20, 2023

Finances

Investment Basics for Beginners

New to investing? This beginner's guide covers stocks, bonds, ETFs, mutual funds, and real estate along with key concepts like diversification, asset allocation

Scott Sturgeon, JD, CFP®

October 15, 2023

Insights