How to Open a (Taxable) Brokerage Account
Considering opening a Vanguard brokerage account? This is a step-by-step guide for getting it done quickly and easily.
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.
Considering opening a Vanguard brokerage account? This is a step-by-step guide for getting it done quickly and easily.
After completing your Backdoor Roth IRA follow these steps to report both the contribution and the conversion in the TurboTax software.
There is plenty of confusion about spousal IRAs and how to use them. Let's go through them step by step and see if they make sense for you.
What are the most unbiased, accurate, high-yielding, current, and entertaining financial books for doctors and other high income professionals? Here you go!
The Hands-Off Investor is the most important book I read this year. If you want to learn about passive real estate investing, check it out.
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Whenever I've thought about selling during a bear market, I always remember how I met my wife. Here's how those two thoughts connect.
An explainer on the best way to reduce taxes on your investments. Also, answering listener questions about what to do with a massive inheritance and about tax-gain harvesting.
Bitcoin is clearly the most popular cryptocurrency currently in the market. But its success won't last. Here are the reasons why.
I Bonds have some unique features, and now that inflation is rising, plenty of people are getting excited about them. Here's what to know.
Private equity firms have already entered the world of media chains and medical practices. Now, they're acquiring tons of rental homes. Could this be a disaster?
Answering listener questions about paying off debt vs. investing and the new tax bill in Congress. Also, an interview with The Peak Group's Joe Ollis to talk about a new REIT fund for the WCI community.
Answering listener questions about retirement, with topics surrounding Roth IRAs, risky bond options, and what to do about high inflation.
Answering listener questions about real estate investing, 457 plans vs. taxable accounts, the Mega Backdoor Roth IRA, and details on the WCI 401(k).
There are only so many ways to write about using low-cost, broadly diversified index mutual funds. For the financial media, they have to sell ads in other ways. You should be aware of that.
While meme stocks might be fun to read about and to follow when they're going to the moon, here's why you should take caution.
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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