MEDIQUS Asset Advisors

2021 Tax Changes

Each year the IRS announces modifications to the tax code for the upcoming year. While there have been no significant changes, there were some notable adjustments. Here are some of the important adjustments made for 2021: The Standard Deduction was increased to $25,100 for married couples who file jointly. Single filers and those who are …

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Modern Portfolio Theory Remains the Preferred Investment Strategy

Over time, economic and political climates change, causing investors to question their current investment philosophy. We are certainly in one of those environments right now. Investors are asking themselves if the investment strategy they’ve been using is truly the right one for them. Physicians, like all investors, constantly strive to achieve attractive returns in their …

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Reserve Funds: The Basics

A Whitepaper for Nonprofits

What is a Reserve Fund? The common conception of what exactly “reserves” means can vary across the industry. Sometimes reserves are viewed as an organization’s assets over its liabilities. Other times they are considered an organization’s liquid net assets in their definition of reserves. These definitions can be challenging because, despite liquidity’s importance in a …

Reserve Funds: The Basics

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