As physicians, we have spent countless hours gaining knowledge in how the human body progresses throughout its life cycle, from birth to death. There are expected milestones to be achieved during our early development as well as certain expected declines with advancing age. There are various stages in an individual’s personal finance that can also […]
When you graduate into becoming a Capitalist, where your money works for you, there may be a point where you become classified as an Accredited Investor. There are strict criteria you have to meet before you can claim yourself as a member of this desirable club. You can qualify as an accredited investor in one […]
Asset Allocation pertains to how you want to divide the total pie (your overall portfolio) with respect to the various asset classes you want to be invested in (i.e. how each class is weighted). There is no one golden Asset Allocation that is guaranteed to provide the best results. Again it comes down to […]
“Let’s start at the very beginning, a very good place to start…”- The Sound of Music The Investment Policy Statement (IPS), serves as a written representation of your financial/investing objectives and the various strategies you are employing to achieve them. This has an added benefit of providing a guideline to heirs in the event […]
[Note, for my regular readers that have not subscribed and gotten used to a Tues/Thurs posting schedule, I kind of threw a kink in the routine as I am trying something out for a possible recurring Sunday post. If you haven’t read it, please check it out (and as always let me know what you […]
Hopefully you have started your financial path to, and possibly have already achieved, becoming a Capitalist. Regardless of where you are in this journey at some point you will have a certain amount of money “sitting on the sidelines” and ready to be deployed as your untiring worker. One of the scariest decisions is to […]
Hopefully you have started your financial path to, and possibly have already achieved, becoming a Capitalist. Regardless of where you are in this journey at some point you will have a certain amount of money “sitting on the sidelines” and ready to be deployed as your untiring worker. One of the scariest decisions is to […]
