Rebalancing Your Investment Portfolio – Back to Basics
Wondering about rebalancing your portfolio? Let's talk about a few important things about rebalancing, such as the why, when, and how.
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.
Wondering about rebalancing your portfolio? Let's talk about a few important things about rebalancing, such as the why, when, and how.
With my intern year done, I have some feedback for my financial plan from before I became a resident. Here are the positives and negatives.
Answering reader questions about the Mega Backdoor Roth, the regular Backdoor Roth IRA, and IRA rollovers. We also talk about high-yield dividend funds and answer a question about asset allocation and asset location.
Not all physicians or other high-income earners take their cues from John Bogle. Some have their own ideas about how to invest their money,
Catch-up contributions for your retirement accounts can be simple, but a few of them are more complex than you think. Let's break it down.
Enroll in WCI Financial Boot Camp, a FREE 12-week email course to improve your financial life.
You can unsubscribe anytime using the link at the bottom of any email.
Every white coat investor needs to understand the basics of mutual funds. They are, and should be, the mainstay of investing.
Answering reader questions about how to know if a real estate deal is too good to be true, the importance of doing thorough due diligence before investing in any real estate deal, and whether all-in-one loans for mortgages can work for you.
Before you buy an investment property, you should run a few numbers to make sure it will be a profitable investment. Here's what to know.
Do you know how to calculate your investment return accurately? Use XIRR. This demonstration shows you how and includes spreadsheets.
Simplifying your financial life is hard. Here are 16 real-life dilemmas where I'm trying to figure out how I can erase portfolio complexity.
ETFs are great, but so are mutual funds. What are the pros and cons? Choosing the right funds depends mostly on cost and convenience.
Answering reader questions with WCI friend and Roth IRA expert, Chris Davin, where we talk about when to choose Roth and why, Roth and tax-planning considerations, and using Roth as an independent contractor.
Sometimes the stock market takes a dive, and you lose some of your money. Here's what you can do about it to make yourself feel better.
Answering questions about whether you can have an HSA and FSA at the same time, and we take a deep dive into malpractice insurance with information about lizard tails, veto clauses, and hammer clauses.
Not every investment in real estate is a good idea. Some are downright terrible. Here are some of the worst ways to invest in real estate.
Medical school may not have taught you about money, but we will.
We will never sell your information. Modify your preferences or unsubscribe at any time.
Get ready to take control of your financial life. You can do this, and we can help.
We won't sell your information. Modify your preferences or unsubscribe at any time.
