Post Category: Investment Management
At the end of each month, we provide a list of finance-related articles to help keep you informed about the hot topics in finance. Here are some of the best articles we read in the month of October.
The Biggest Money Mistakes We Make – Decade by Decade (Wall Street Journal)
If you want to understand a person’s behavior, look no further than at what they are incentivized to do. In fact, this is perhaps the only way to understand how, over the course of the last 5+ years, more than 5,300 Wells Fargo employees managed to open over 2 million unauthorized accounts
Kids are like sponges. They’re ready to soak up whatever we’re willing to teach. Now is the time to be teaching our children about money.
Excess money mixed with lack of money maturity can ruin lives. At its extreme, money can be the difference between life and death.
“I can’t afford to pay for one.”
“My net worth isn’t high enough.”
“I don’t have any extra money to save.”
“I’ll do it next year.”
The growing popularity in private real estate investing is becoming increasingly hard to ignore. With interest rates being held near all-time lows, money is cheap; and for many physicians looking to put their extra cash to work, real estate seems a viable option.
What if failures improved your chance of success? Everybody makes mistakes - this much is true. But are you failing forward after your mistakes? There's a great book by John Maxwell called Failing Forward. Maxwell believes "the difference between average people and...
Do you ever wonder what personal finance habits separate the most successful young physicians from everyone else? In my experience helping hundreds of young physicians with their finances, I've observed three main habits that are almost always present in the most...
People behave oddly in crazy markets. It never fails. Fear drives the ship and it's not pretty. Since the market is relatively calm right now, I thought it would be a great time to discuss this. For starters, check out this video that explains how investors...
We regularly receive this question from clients: Between HSA's, Traditional & Roth 401k's and IRA's - which is the best type of account to build wealth? Answer: In most cases, the HSA is your best bet assuming you’ve already maximized employer 401k matching....
Ted the advisor is a great guy. He is passionate about taking care of his clients. The only thing he is more passionate about is taking care of his family. Like most advisors, he works on 100% commission - aka “he eats what he kills.” In normal business, you would...
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