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.
Mid-career physicians face unique financial difficulties when compared to their broke early career counterparts and their late career colleagues wrestling with an impending retirement. Consider these issues in your financial planning.
Yield is not return. Return is not yield. Return is yield + appreciation (or depreciation.) Know the difference when evaluating investments.
Coming up with an asset allocation is hard enough. Figuring out how to achieve it with 6 different investing accounts is even tougher. In this post I review our current plan.
One of the best parts of being self-employed is you get to choose your own retirement plan. Of course, one of the worst parts is you have to figure out which retirement plan to use.
How should you factor an inheritance into your retirement planning? It depends on the amount, when you'll get it, and likelihood of actually receiving it.
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Equity Estates has combined a luxury timeshare with an equity investment fund. I don't think that's necessarily a good idea.
This Net Unrealized Appreciation strategy is a way to save tax dollars on the shares of your company stock inside your 401(k). It may be a great idea for you, but run the numbers first.
Bond ETFs have issues, especially for corporates and munis. If you're going to use a bond fund, stick to a traditional mutual fund. Wealthier investors may wish to buy their treasuries directly.
Often an investor needs to take more risk than they have the ability to tolerate emotionally or fiscally. Here's how you increase your level of tolerance.
Roboadvisors have their pluses and minuses. Financial Advisor Tim Baker and I explain some of the minuses. But the pluses are still pretty big.
Here are 12 solutions to maximize tax-efficient investing while minimizing the hassles of a taxable investing account.
I don't talk about it a lot, but we do invest in real estate and anticipate investing even more as the years go by. Here's a snapshot of our current real estate empire.
Mezzanine level debt and preferred equity are two ways for the sponsor of a real estate deal to lower the need for his own equity. Naturally, those investments must offer a higher return and higher risk than the first lien debt holder.
What kind of bonds should you invest in? William Bernstein says short term individual treasuries. I mostly agree, but there are other considerations.
Doctors often struggle with their personal and practice finances. It isn't just you. Learn why that is and what you can do about it.
Medical school may not have taught you about money, but we will.
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