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Investing
34 posts
July 9, 2023
My Portfolio and Why I Don’t Invest in Bonds
(I will be giving two lectures in the White Coat Investors Physician Wellness and Financial Literacy Conference next…
May 26, 2023
Looking at My Portfolio, the 4% Rule is Working Better than Expected.
It’s hard to believe how many people still question whether the 4% rule will work for their retirement,…
May 21, 2023
Six Common Tax Mistakes Physicians Make
Today’s guest post comes to us from Arsalan Ashraf, CPA. Arsalan is the owner of Ashraf Advisory, providing…
May 18, 2023
It Doesn’t Take Special Financial Knowledge to Become Wealthy
I am amazed at some of the comments I get from people seeking financial advice. Often, they are…
May 18, 2023
Why I Only Buy Brokered Certificates of Deposit
Certificates of Deposit (CDs) come in two basic types, those you buy directly from a bank or other…
May 11, 2023
Five Ways People are Legally Stealing Your Money
Don’t you hate it when you find out you have been taken? I sure do. I buy something…
May 3, 2023
What Do Happy Timeshare Owners Know that the Unhappy Ones Don’t?
In only five days (August 30th) you will have an opportunity to fully understand why happy timeshare owners…
April 26, 2023
The Best Way to Teach Your Kids About Money
(Don’t miss your chance to sign up for the upcoming Marriage and Money MD Conference November 15-17, which…
April 17, 2023
You’re Never Too Old to Become a Real Estate Investor
I remember when I first began investing in real estate. As I discussed my first real estate purchase…
April 2, 2023
Altitude Equals Options in Both Aviation and Finance
I attended medical school on a Navy scholarship. One of their requirements was to be on active-duty for…