Keeping Clients in the Know
The Macro Wealth Management team works to be a continued source of useful information in the industry. A key goal for our company is to keep our clients and the community informed.
In addition to co-writing their Amazon No. 1 best-seller, “Your Retirement Smile: The Treatment Plan for Pay-Cut Prevention in Your Golden Years,” Tim Streid and Dr. Mart McClellan have also contributed to multiple publications and podcasts. Through years of experience and industry perspective, they work to help dentists and health experts stay on top of current financial topics and concerns.
Click on any media piece below to peruse articles written by Mart and Tim, and podcasts they’ve been a part of, as they offer their background and insight into key financial issues of the orthodontic industry.
Articles & Publications
Orthodontic Products
“Turbo Charge Your Financial Plan: How giving to charity allows you to give and receive”
-By Mart McClellan, DDS, MS & Tim J. Streid, CPA, CLU
“Shaving with Confidence”
-By Mart G. McClellan, DDS, MS
“Is Your Retirement a Sure Thing or a Maybe?”
-By Mart McClellan, DDS, MS & Tim Streid, CLU
“Is Your Orthodontic Practice Ready for Bitcon?”
-By Mart McClellan, DDS, MS
Bentson Clark reSource Newsletter
“Financial Mountain Climbing: What is the Goal?”
-By Mart McClellan, D.D.S., M.S. & Tim Streid, CLU
The Progressive Orthodontist
“Investing: The Good, the Bad, and the Ugly”
-By Mart G. McClellan
Dental Economics
“Dentistry blasting into cyberspace: The metaverse”
-By Mart G. McClellan, DDS, MS
“The Wild West of money and the crypto cowboys”
-By Mart G. McClellan, DDS, MS
Podcasts
Timothy Streid is a Registered Investment Adviser in the states of Illinois, Texas and Washington. The adviser may not transact business in the states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to a person that involve either the effecting of a transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.