I know it has been awhile since my last blog, but with all that has been happening with the markets and the coronavirus I felt it was important to quickly put down my thoughts.
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A common theme seems to run through most doctors lives as they progress through residency, and that’s being pitched by insurance salespeople.
Read MoreThere is a growing desire among young investors to have their investments not only provide returns, but to support their views on environmental and social issues.
Read MoreThere’s a fairly common phrase among doctors and other medical professionals when it comes to building wealth and that is “live like a resident”.
Read MoreI hope everyone had a turkey filled and relaxing Thanksgiving, I know I’m planning on working leftover turkey into my meals for weeks to come.
Read MoreI’m excited to be back after my wedding, so I wanted to start my blog back up on an important note which is market volatility.
Read MoreOver the last few months I’ve had a question come up several times, namely “If I were going to invest with you, how much should I start with?”
Read MoreI have gone over some of the retirement accounts for those who work for larger companies and the differences between 401(k) and 403(b) retirement plans, but I wanted to spend some time going over options for those who own their own practice or have created their own company.
Read MoreToday’s blog post is going to focus on the news that Fidelity is now offering a couple of index funds that carry no cost to the investor.
Read MoreWhen most people think of the stock market, what they’re thinking about is the S&P 500 index which is weighted towards larger and strictly US companies.
Read MoreI have talked numerous times on this blog about the advantages of investing in broadly diversified portfolios, and that includes international opportunities as well.
Read MoreDuring last week’s Financial Literacy Friday, I talked about the importance of net worth and going through the process to calculate your own net worth.
Read MoreThe decision between paying off debt or investing is a big one, but probably not as big as you might think. Many people struggle with this decision because they feel as though they need to make the right choice, but in reality both are good decisions.
Read MoreWith all the volatility that’s been happening in the markets recently, I wanted to remind everyone to not get caught up in the headlines and financial news shows.
Read MoreToday I wanted to delve a bit into psychology and show how you can avoid pitfalls in your financial life by being aware of how your brain thinks.
Read MoreA common concern I hear is “I’m worried about the economy, how should I tailor my investments to match that fear?” so today I’m going explore the link between economic growth and equity returns. Looking at historical returns of equities as compared to the growth of that country’s GDP, we see that the link between the two is quite weak.
Read MoreI wanted to give a quick rundown of the broad styles of investment management as well as outline the method I use to manage investments. These two styles are generally called active and passive, but I prefer the terms conventional and evidence based as it more accurately describes each process.
Read MoreAs the weather is finally turning nice in Portland, it makes me excited to venture out into the great natural beauty of Oregon. Like many in my generation, I greatly appreciate the outdoors and have a passion for sustainability.
Read MoreToday will be a short post as I have posted Head to Toe’s Quarterly Market Report under the Resources section of the website, and encourage you to take a look.
Read MoreI have mentioned Dimensional Fund Advisors on this blog, but I wanted to share why they strike such a chord with me and why I believe their approach matches that of the medical field.
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