What I Learned Making 22 Healthcare Startup Investments as a Physician-Scientist: The Other 5% of Your Money
I’ve made nearly two dozen investments across special purpose vehicles and angel checks in healthcare startups. Here's what I've learned.
There are so many ways to invest successfully that the most important thing is to just pick something reasonable and stick with it. But it’s key to know which approach to take and why you’re picking that option.
I’ve made nearly two dozen investments across special purpose vehicles and angel checks in healthcare startups. Here's what I've learned.
If you could do a Roth conversion at a discount (pay less in tax than you would expect), would it be a more attractive play to you?
If you're asking a financial advisor whether using them is "worth it," know that this is a reasonable and totally unanswerable question.
As I look ahead to graduating from residency, here are my thoughts about whether and when I should change my portfolio's asset allocation.
I love investing in private real estate debt funds. But lately, figuring out which accounts to put those funds into has been a struggle.
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Ready to start investing? Here's an overview of the basics of investing money and what you need to know before jumping into the stock market.
This podcast episode talks with Jeromey Thornton about the evidence behind factor investing, how Avantis Investors approaches portfolio construction, and what sets the firm apart from other fund providers. We discuss factor premiums, portfolio tilts, fund selection, and the potential benefits and drawbacks investors should consider before adding factor funds to their portfolios.
Sometimes people get so excited about Roth accounts that they take it too far. Remember, tax-deferred accounts also have tons of advantages.
Taking a finance class with Ken French changed the way I think about investing. Here's why real estate investing makes me feel comfortable.
Inflation-protected securities often get lumped together. But TIPS and I Bonds have differences that you'll want to know about.
It took me seven years to reach the $250,000 threshold in my solo 401() that necessitates that I fill out Form 5500-EZ. Here's how I did it.
Answering listener questions about Roth vs. traditional contributions, brokerage accounts for businesses, and balancing investing with paying for medical school.
I've been playing poker for money since I was a kid. Here are all the lessons learned that I can apply to my investment life.
An interview with Ben Carlson, where we talk about how investors can better think through risk, reward, and the tradeoffs that come with building wealth. We also discuss market fear, portfolio complexity, and why investing probably should not be exciting.
Due to its potential tax efficiencies, direct indexing can make sense for many investors. Here's what to know, including potential downsides.
Medical school may not have taught you about money, but we will.
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