A peer-reviewed journal that offers evidence-based clinical information and continuing education for dentists.


Podcast

How to Invest During a Pandemic and Post-Election Climate

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Despite the tumultuous economy and market fluctuation throughout the COVID-19 pandemic, dentists should continue to strategically save money and diversify their investment options. This is especially true for those dentists in their prime earning years where they can withstand more risk, outpace inflation and experience long-term investment growth.

In this episode of The Art of Dental Finance and Management podcast, Art speaks with James Davenport, MBA, Managing Director of Beacon Pointe Wealth Advisors. Art and James discuss what we’ve been seeing in the markets, how the pandemic and change in administration will likely affect them and predictions on possible sectors that may perform well in 2021. James details what dentists in different age groups/life stages (25-35, 35-50 and over 50) should consider when investing. It is important to regularly meet with your financial planner/investment advisor for their expert guidance and to make sure your strategies are still viable.

Serving dental professionals for 35 years, Art Wiederman, CPA, is director of dental practices for Eide Bailly, one of the nation’s leading CPA firms. With special expertise in dental practice metrics and benchmarks, he oversees a variety of services, including accounting, tax and financial planning, retirement planning, and financial practice management. In addition to his podcast, Wiederman lectures nationally on dental accounting and financial management. He can be reached at awiederman@eidebailly.com.


James (Jim) is responsible for counseling clients with their wealth management decisions, particularly in the area of investments. Prior to joining Beacon Pointe Advisors, Jim worked in Wells Fargo Advisor’s Private Client Group, marketing the firm’s wealth management services to new clients and enhancing existing client relationships. Jim is a Managing Director and Partner with Beacon Pointe, working out of both the Orange County and Inland Empire offices. Jim earned his MBA from Chapman University Argyros School of Business and Economics, and his Bachelor’s Degree from the Annenberg School of Communication at the University of Southern California. He serves on the advisory board for Big Brothers Big Sisters-Inland Empire and also is a member of both the Endowment Council Chapman University and Leaders, Executives, and Directors; Advancing Philanthropy (LEAD-OC). Outside of work, Jim enjoys traveling, playing golf and spending time with his wife and two children.


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