A Moderate-Income Physician’s Approach to Alternative Investments
Beyond the boring world of index-fund investing lies a menu of alternative investments. As a Moderate-Income Physician, should you take part?
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.
Beyond the boring world of index-fund investing lies a menu of alternative investments. As a Moderate-Income Physician, should you take part?
When Congress changed the inherited IRA rules, it got awfully confusing when and if you needed to take RMDs. Let's set the record straight.
Answering all kinds of reader questions, including queries about structured notes, asset protection, I Bonds, cash balance funds, and fees for different investments.
Is lending securities through brokerage services like Vanguard or Fidelity actually a good idea? Let's explore all of your options.
It took me a while before I was comfortable doing my Backdoor Roth IRA. Here's how I overcame my confusion and now use it to my advantage.
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Trying to determine whether you should invest in Avantis funds? Let's take a deep dive and compare it to what Vanguard offers.
Want to invest in an alternative real estate class that has low correlation to stocks and bonds? Investing in farmland might be the answer.
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In researching equities, the returns are easily found. Not so for risk metrics. So, how can investors think about risk to make good decisions?
Seeing a warning about unsettled funds can be startling. Here's what to know if you're buying investments with money that's not really there.
Some people looking for early retirement are afraid of the Age 59 ½ rule. But it's not difficult to get around, once you read the rules.
If you're trying to decide whether to use a state-specific municipal bond fund vs. a national bond fund, here's what to think about.
Yale’s enormous endowment is one of the best-performing investment portfolios in higher education. Can you use its strategy for yourself?
Some people misunderstand the tax implications of a 401(k) and believe maxing them out will cost them money. Here's why that's bunk.
Answering reader questions about the penalties of over-funding a Roth IRA and if they're worth it to pay for better growth, if it makes sense to do Roth contributions in your peak earnings years if you plan to retire early, and how much asset protection you get in a solo 401(k).
Medical school may not have taught you about money, but we will.
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