The Affluent Investor – Book Review
Phil Demuth's the Affluent Investor is a treasure trove of little known facts about how the well to do should invest their money. Every doctor should read it.
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.
Phil Demuth's the Affluent Investor is a treasure trove of little known facts about how the well to do should invest their money. Every doctor should read it.
When investing in retirement you'll need to pay more attention to the sequence of returns, safe withdrawal rates, and especially, inflation.
Indexed Universal Life Insurance sounds awesome. Market Returns, no downside risk, plus a death benefit? What's not to like? Unfortunately, it's too good to be true. Find out why!
Peer to Peer Lending (P2PL) is a relatively new asset class I've been investing in for a few years with good success. The risks are high, but the low correlation with the rest of your portfolio coupled with the high returns make it worth looking into.
Your children can help you lower your tax bill. Don't be afraid to take advantage by hiring them and gifting them money in a UGMA/UTMA.
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I had the opportunity recently to read Charley Ellis's Winning The Loser's Game. This is an investment classic and should be required reading for anyone who is either picking their own stocks or tryin...
The decumulation stage is far more complicated than the accumulation stage, but utilizing tax diversification wisely can add real value for you and your heirs.
Insurance agents sell policies by scaring you about future tax rates and advocating you invest in insurance to get to a 0% tax bracket in retirement. Beware!
Sometimes, smart people simply aren't aware of the financial issues they need to take care of. New physicians either need to do their own financial planning, or pay someone else to assist them with i...
Nearly every educated financial advisor agrees that tax diversification is a great idea when planning for your distributions in retirement. Tax diversification means having some of your assets in tax...
Profit-Sharing Plan too expensive? Try the Mega Backdoor Roth IRA as a small business retirement plan.
How much money do you really save by using a 529? You get the benefits of tax-free growth, tax-free rebalancing if needed (probably not since you can usually rebalance simply with new contributions),...
From time to time the big mutual fund/brokerage houses come out with a study using the data they obtain from their 401(k), IRA, and/or brokerage data. The conclusion of the study, unsurprisingly, is u...
Your retirement date is critical to ensuring a comfortable retirement. Consider these factors and choose your date wisely if it's under your control.
[I always find it amazing how little you hear in the news and other media about asset classes with recent poor performance. Asset classes like gold and emerging markets had a rough year last year, esp...
Medical school may not have taught you about money, but we will.
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