Categories
All Articles

Selecting an Investment Strategy

When asking a medical professional what their investment strategy is they might reply that they invest in their 401k or IRA. Those are investment vehicles or retirement plan accounts but they aren’t an investment strategy on their own. I’m not sure I’ve ever been asked what my investment strategy is by anyone other than my […]

Categories
All Articles

An All-in-one Single-Fund Investing Strategy

My investment portfolio has undergone many permutations over the years. It started out as individual stock-investing and has evolved into a few index funds. For the ultimate hands-off, minimalist investment portfolio, a single-fund investing strategy might be most suitable. After a few years of investing, a few individual index funds stood out and satisfied my […]

Categories
All Articles

My First Bull Market

I Have Experience My First Bull Market, Now What? I realized that this is the first bull market that I have experienced in my investing career. Since 2006 I have had money invested on Wall Street in one form or another, but never deliberately. I never had a long-term plan with my investments. I never […]

Categories
All Articles Clinical Career

Reviewing My Financial Goals

Am I On Track To Meet My Financial Goals? Since 2012 I’ve managed┬áto pear down my life to something fairly simple, compared to what it used to be. I live in Portland, bike and walk everywhere, I have no debt, I cook most of my meals and my entertainment consists of bouldering and socializing with […]