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.
"Coffee Is for Closers!" How closely does this (profanity warning) classic line from Glengarry Ross or scenes from The Boiler Room resemble the meetings or sales tactics of the modern financial profes...
Concerned about the effect of fees on your portfolio growth but also not willing to be a 100% Do-It-Yourselfer when it comes to investment management? A robo-advisor may be just what the doctor ordered. In this post, I review the various Roboadvisors on the market, along with their strengths and weaknesses so you can make a decision about whether this option is right for you.
I thought I would share two emails I received in a 24 hour period earlier this year. They are very similar to other emails I get multiple times a week and demonstrate very well why I believe paying co...
Once people know you're an "investing guy" you get to hear about all kinds of interesting opportunities. So when I walked into my shift recently, one of my partners handed me a book titled, "Smartest...
By Dr. James M. Dahle, WCI Founder Earlier this year, Thomas J. Anderson published a follow-up to his "NYT Bestselling" book The Value of Debt called The Value of Debt in Retirement. (Interestingly, b...
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Pro – Physician Investors: Stick to Your Core Competency By Michael Fishman, MD, MBA, Guest Writer I first got involved in biotech trading by sheer luck – I was made aware of a company that had an upc...
Pro – Managed Futures Help Manage Portfolio Risk and Simplify Portfolio Composition By Jeannette Showalter, CFA, Guest Writer 2008 offered many a surprise to high net worth investors. Post-crash, they...
When most people hear the word “mobile home” (i.e. trailer, manufactured home, etc.), vivid pictures of run-down, older trailers and rougher looking people come to mind. As depicted in the movies, man...
[Editor's Note: Konstantin Litovsky has written before about the merits of a "pooled 401(k) plan." In this post, he talks about the benefits of a customized pooled plan for your individual 401(k) (als...
Some ways of expanding your Roth space come with significant costs, and some are a no-brainer. Find out which ones you should already be doing and which ones you ought to consider now and in the future.
A successful investor has a written, logical investing plan, not just a collection of investments. Here are 6 principles for successful portfolio design.
Syndicated real estate deals are generally structured to have a down payment of around 1/3, and last 5-7 years. This maximizes cash flow, protecting it from taxes by the depreciation while still taking advantage of leverage and spreading the transaction costs over multiple years.
Every now and then (okay, every week) I run into someone with a different investment philosophy from my own. Occasionally, the exchange is jaw-dropping. For instance, I kind of thought the passive vs...
I'm a big fan of debt-free living. Probably too big of a fan, actually. I know of at least one financial error I've made because of a general abhorrence of debt (can anyone say HPSP?) At this point in...
Some things matter more than others when it comes to investing. In my view, the following are the most important factors in reaching your investing goals.
Medical school may not have taught you about money, but we will.
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