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