Investing

Founded in 2013 shortly after the passage of the JOBS Act allowed

Would you believe that a non-qualified brokerage account, a.k.a. taxable account could

“How are you feeling?” As a physician, that phrase, or something close

We’re all looking to reduce our income tax bill. Not sure anyone’s

It’s like you’ve seen the movie. You know how it goes. And

If we all were able to know where the market was going

If you’ve been paying attention to the news, you certainly know that

Asset protection made easy sounds like an impossible task, but Dr. Jim

Performance chasing can be tempting. Those fund managers, stock pickers, and companies

Have you been looking at your portfolio’s performance lately? Has it met

I think, if we’re honest with ourselves, most of us think we’re

Many of us grew up picking up loose changes others dropped on

It’s one of the more hotly contested debates there is in investing.

William J. Bernstein wrote in his short but highly useful book If

Investing in a bear market sure is exciting, isn’t it? My first

Bond. James Bond. Bonds. The ballast of a robust, stable portfolio. The

Each month, the U.S. Bureau of Labor and Statistics updates inflation numbers

Do you have a “play money” allocation in your investment portfolio? Investing

You’ve undoubtedly heard about the price of Bitcoin, that mysterious electronic money,