Orthodontic Products Chief Editor Alison Werner talks to financial advisors Mart McClellan, DDS, MS, and Tim Streid, CLU, about how orthodontists should be managing their financial portfolio amid the COVID-19 pandemic. McClellan is a practicing orthodontist and registered investment advisor. Together he and Streid are co-presidents of Macro Wealth Management, a financial management firm specializing in serving the dental and medical profession.
McClellan and Streid talk about
- the state of the economy and the situation orthodontists finds themselves in today;
- how orthodontists should be managing their finances during this crisis and after;
- the importance of managing cash flow; and
- what orthodontists should be looking for in a financial advisor during a crisis like this. OP