The CoffeeHouse Portfolio
Thinking about the CoffeeHouse Portfolio? Learn about its 60/40 mix with small-value stocks, REITs, and bonds—and why its simplicity may be appealing, even if the allocation is not perfect.
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.
Thinking about the CoffeeHouse Portfolio? Learn about its 60/40 mix with small-value stocks, REITs, and bonds—and why its simplicity may be appealing, even if the allocation is not perfect.
Thinking about the Permanent Portfolio? Before you commit, see why this popular investing strategy may not work as well as you think.
I've said "Stay the course" a thousand times, and I meant it every time. It doesn't matter if stocks are up or down, stay the course!
Wondering if you should invest in gold? Here are the ways you can invest in precious metals and things to consider before buying.
Review of Allan Roth's book How a Second Grader Beats Wall Street.
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Morningstar has lots of great tools on its website and has a plethora of free information on every mutual fund out there. Every investor should be familiar with it.
Are financial advisors worth the cost? Typical advisory fees can literally cost you millions of dollars over a lifetime. Turn the tables and learn to DIY.
Ensure you get the best advice at the fairest price by asking these questions to any financial advisor you're considering hiring.
REITs are a great asset class, but make sure to buy the publicly traded ones, not a private REIT. Here's why you should steer clear of these investments.
Even a plain old taxable account has a lot of tax advantages. Here are 10 reasons not to rule them out.
Money market funds basically pay nothing. Why does anyone still invest in them?
By the time you know enough to choose a good financial advisor, you probably know enough to do all of this yourself. This post contains the financial advisor's unfiltered thoughts on their doctor clients, in their own words.
How do you reach financial goals while taking the least possible amount of risk? By implementing an Investment Plan. Here's why and how to get it done.
Medical school may not have taught you about money, but we will.
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