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.
Answering listener questions about Ascensus acquiring Vanguards's individual 401(k) business, about DAFs and if appreciated securities are a reasonable alternative, and about contributing to your non-dependent adult child's HSA.
With high interest rates and the inversion of the yield curve, making money on cash is exciting now. Here's an example of how to invest it.
As an investor, you've probably experienced bear markets and perhaps you've gone through a broken bubble. Is an AI bubble about to burst now?
Let's study the sources of our real estate investment income to evaluate them for tax efficiency and see how much we can minimize our taxes.
An interview with Marita McCahill who shares her expertise around the importance of learning how to market yourself online as a doc and how to market your practice. Also answering reader questions, including one about rolling a 403(b) into a Roth IRA.
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While I am a fan of boring, long-term, low-cost investing techniques, using options, futures, margin, or short sales could work out for you.
How are John Galt and John Bogle similar, and how did they manage to change their respective worlds for the better?
The concept of risk-adjusted returns is important to understand. While calculating returns is relatively standard, risk is harder to measure.
There is one thing that many unsophisticated investors are still getting wrong about diversification. It's called false diversification.
Answer reader questions about revocable trusts and probate, if direct indexing is worth doing, and where a surgery resident who's already doing so well should do with $60,000 of extra cash.
What does it mean to be an accredited investor when you're a moderate income physician? Should anything in your investment plan change?
If you're starting out in real estate investing, one issue you'll have to think about is the minimum investment vs. diversification dilemma.
An interview with personal finance guru Mike Piper where we discuss the mistakes and misconceptions with Social Security; what you should do after you have accumulated more money than you need; and how, when, and why to talk to your children about inheritance.
PIMD shares what it takes to find the best property manager to help run your real estate business and free up your valuable time.
If you've ever asked, "How do I choose an asset allocation (portfolio)?" we have some suggestions for how you can figure out the answer.
Medical school may not have taught you about money, but we will.
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Get ready to take control of your financial life. You can do this, and we can help.
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