Do I Need to Spread My Assets Between Different Brokerages?
Do you need to spread your money between various investing companies in case something happens to one of them? Here's how to think about it.
Do you need to spread your money between various investing companies in case something happens to one of them? Here's how to think about it.
It's hard to complain about the returns on the stock market in 2023. But the real estate in our portfolio had a bumpy ride.
Trying to determine whether you should invest in Avantis funds? Let's take a deep dive and compare it to what Vanguard offers.
In researching equities, the returns are easily found. Not so for risk metrics. So, how can investors think about risk to make good decisions?
Yale’s enormous endowment is one of the best-performing investment portfolios in higher education. Can you use its strategy for yourself?
What is the best portfolio to maximize the money you make in investing and to achieve your goals? I'll show you the perfect one: mine.
What's the best way to spend your money in retirement? You need a plan. Here's one example for how to end up with more than you began with.
Answering questions about asset location, including weighing tax efficiency against higher returns, high-yielding ETFs, and bonds with high fees.
Though US stocks have mostly outperformed international stocks in the past decade, here's why you should keep investing in the global market.
An interview with an emergency medicine physician where we talk about an inflated lifestyle, the shame one might feel, and how to solve those problems to still reach financial independence.
Real estate makes up 20% of our portfolio. Here's how it performed for us in what turned out to be a terrible year for stocks and bonds.
Using my own portfolio, here are a few tips on how to manage your investments, including asset allocation and asset location.
We take a deep dive into how the Secure Act 2.0 will affect you. Plus, we answer reader questions about the Backdoor Roth, tax-loss harvesting, and how to approach long-term care insurance.
Roth conversions are a great way to limit how much you or your heirs have to pay in future taxes. But they're not always the right move.
Since we began The White Coat Investor, we've maintained a philosophy for how to become wealthy. These are the 12 most important principles.