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September 2017 Financial Advisor Meeting

I am a big proponent of having professionals in your corner to help you achieve your goals sooner and easier. I recognize the DIY mentality that’s ingrained in many hard-working healthcare professionals. I recall my own parents being willing to pay for a gardener, a pool cleaner, and a mechanic but they would have never […]

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The Problem Isn’t High Investment Fees

It’s often said that high investment fees are what kill a lot of the potential returns of an investment portfolio. But I think this is one of those commonly repeated idioms left over from the 1980’s and 90’s. Low fees in passive index funds have been around for over 30 years now. In order for […]

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Primary Care & Financial Advising

I think a lot of people could reach older ages with plenty of health to spare if they were to find a competent Primary Care Physician who wasn’t dead set on treating only lab values. At the same time, I think a lot of individuals would fare better financially if they had a financial adviser […]

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5 Advisors For Doctors

5 Advisers Whom Young Physicians Should Have On Their Side For a physician to be successful in all aspects of their life it’s important to have specific experts on their side as they transition from resident to attending. Even those first attending years are splattered with danger as all sorts of entities try to sucker you […]

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Why Don’t You Have A Financial Advisor?

5 Reasons For Not Having A Financial Adviser My perspective is a bit different from other doctors online who are sharing their journey through the financial world. For one, I don’t see the need to save millions of dollars to become financially independent. Furthermore, I don’t believe the financial industry is as easy to navigate as it’s […]