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Don’t Just Do Something, Stand There! Principles of Evidence-Based Investing

DR. PAT LITTLE
AM LECTURE

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DATE: Wednesday, October 27, 2021
TIME: 9:00 AM – 12:15 PM
AUDIENCE: Entire Dental Team
CE UNITS: 3.0    
LECTURE #: 033    
AGD CODE: 550
MODERATORS: Dr. Jonathan Limberakis & Dr. Maggie Rosenberger


Maximizing investment returns by trying to actively “beat the market” is elusive even for professional fund managers and advisors. The sad reality is the majority of actively managed portfolios are unable to outperform market averages over time and often lead to higher financial fees. The end result is often lower investment returns.

A more prudent strategy could be an evidence-based, passively-managed approach to investing. After all, we deliver quality care to our patients by utilizing materials and techniques that have been academically researched and tested over time. Why not apply the same evidenced-based approach to your investment strategies and financial well-being?

This course explores how a more passively-managed strategy beats most actively-managed portfolios over time. Index funds and exchange-traded funds (ETFs) are key components of this strategy along with appropriate asset allocation, rebalancing and risk reduction techniques.

LEARNING OBJECTIVES

  • Compare active versus passive investing strategies
  • Understand why most active strategies struggle to outperform market averages
  • Learn asset allocation strategies and rebalancing techniques while managing risks
  • Discover the pitfalls of utilizing a passive investing strategy

Early Bird Tuition by
OCTOBER 11, 2021

Second District Members: Complimentary*
ADA Members Outside of Second District: $155
Non-ADA Members: $255
Staff: $95

See policy on LUNCHEON TICKETS.

Purchase a special FREEDOM PASS for $635.

*Complimentary lectures for Second District Dentists who practice in Bucks, Chester, Delaware, Lehigh, Montgomery or Northampton counties and have paid their ADA/PDA/SD 2021 dues. (Hands-On Courses Not Included)

MPat Little, DDS, FAGD

Pat Little, DDS, FAGD

Don’t Just Do Something, Stand There! Principles of Evidence-Based Investing (#033)

Plan Wisely or Work Forever (#034)

Dr. Little is a dentist, accountant, and financial advisor. Dr. Pat Little brings a unique blend of skill and experience to his presentations which focus on financial planning, investment advising and financial risk management. He integrates his accounting and business education with over thirty years of varying dental experiences including starting two private practices from “scratch.” After leaving clinical practice due to disability, Dr. Little returned to college to complete his accounting and general business education. He became a Certified Fraud Examiner advising dentists on matters related to fraud and embezzlement. As a financial planner, he works with dental professionals by creating long-term, meaningful relationships that take into account their investing experience, expectations for returns, tolerance for risk, and ultimate financial goals. While Dr. Little was raised and practiced dentistry in Georgia, he now resides with his family in the beautiful city of Chattanooga, Tennessee. Away from the office, he enjoys presenting dental education courses nationwide and maintaining his high golf handicap.