Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:

John Nicola Speaks at the 2017 Pacific Dental Conference


 

Recently, NWM Chairman & CEO John Nicola had the pleasure of speaking to a full room at the 2017 Pacific Dental Conference in Vancouver.  In his presentation John addresed the complexities of dentists’ and dental specialists’ financial situations. He discussed topics such as general investment strategy in today’s markets and emotional investing, as well as shared tips on compensation structure and avoiding 5 big estate planning mistakes.

If you interested in what John had to say, we’ve provided the presentation slides below.

Click here for a PDF of John’s presentation slides.