Private College 529 Plan
There are two types of 529 plans. The first type is basically a tax-free investing account, where you can choose from a variety of mutual funds and whatever is in the account when your kid matricula...
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.
There are two types of 529 plans. The first type is basically a tax-free investing account, where you can choose from a variety of mutual funds and whatever is in the account when your kid matricula...
Cons of Investing in Mutual Funds By Dr. Loy Puckett, Guest Writer Mutual funds aren't what they used to be. They used to be the cat's meow back in the 1990s when we were riding a huge bull market an...
A whole life insurance policy held for the long term is not a financial disaster, although higher returns are achievable through the market.
One of the pearls Dave has contributed to the personal finance lexicon are his "Baby-Steps." They seem aimed at the financially clueless, but they still have merit for the more knowledgeable.
Q. What should I do with a windfall, such as a $500K inheritance from a long lost Uncle or a larger sign-on bonus than expected? A. Two of my favorite investing/finance books, The Bogleheads Guide To...
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A reader sent me a link to a recent article published in Physician News Digest called "Doctors Betrayed By Traditional Financial Strategies." I felt there were enough inaccuracies and poor assumption...
Q. What are your thoughts on the newer leveraged index funds? For example, the ProShares UltraPro S&P500 (UPRO), which is 300% leveraged and therefore aims to achieve 300% of the daily return of t...
Q. In terms of Vanguard, are the ETFs really any cheaper than an admiral share mutual fund? I'm not sure the ER could really get any lower than 0.1%. I'd like to get in a pattern where my monthly con...
Those of you who have followed the blog for the last year or so know I've been "messing around" with a relatively new asset class in my portfolio, peer to peer loans through Lending Club and Prosper. ...
[Update: The Fiscal Cliff Bill of 2013 has made this post somewhat obsolete. ESA contributions have been increased back to $2000 per year and you can still use them for primary and secondary...
By Dr. James M. Dahle, WCI Founder This was a post on Sermo, with 437 responses in about a week. I'm going to cite what I thought were 15 of the best ones. The entire White Coat Investor site consists...
I was pretty excited to see that my 401K is moving from predominantly actively-managed mutual funds to predominantly index mutual funds. The best part is that several of the funds are ones that I alr...
My last post discussed how I recently made partner and how this has given me additional income, expenses, risk, and personal financial complexity. In this post, we'll discuss the ways becoming a part...
Most variable annuities are too expensive for their benefits. Vanguard, however, offers very inexpensive ones. Most doctors still shouldn't use one though.
Last time I reviewed a great book, published originally in 2008, called The Gone Fishin' Portfolio by Alexander Green. In this post, I review his proposed portfolio. The Gone Fishin' Portfolio is a f...
Medical school may not have taught you about money, but we will.
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