by Team Vestia | Dec 1, 2022 | Investing
The end of the year is full of the hustle and bustle of the holidays, but it’s also a great time to “clean up” your investments. Regular portfolio rebalancing is one way to maintain proper allocations and risk alignment for your unique financial situation....
by Team Vestia | Nov 15, 2022 | Financial Planning, Investing
It feels great to check things off your list—but what should be on your year-end money list as a physician? Let’s look at the top money moves we believe physicians should consider before ringing in the new year. Check Your Spending Expenses tend to crop up more...
by Team Vestia | Aug 1, 2022 | Investing
When you look at your investments, you’re likely only seeing if you made or lost money. That high-level snapshot isn’t comprehensive enough to determine how well your assets are really doing, if you’re on track, if you need to make changes, etc. Is there a more...
by Team Vestia | Jul 15, 2022 | Investing
Investing in real estate can be a smart money move for physicians if it fits into their financial goals. The “best” way for doctors to invest depends on how much time and money they’re looking to invest. Here are 5 smart ways we believe that physicians can start...
by Team Vestia | Jul 1, 2022 | Investing
When you look at your investments, you’re likely only seeing if you made or lost money. That high-level snapshot isn’t comprehensive enough to determine how well your assets are really doing, if you’re on track, if you need to make changes, etc. Is there a more...
by Team Vestia | Jun 15, 2022 | Investing
Owning a business means you may have creative ways to help save for your kids’ education. With the average cost of tuition tipping $35,000 per year, saving early and consistently is the best way to meet your future goals. Let’s look at how medical...
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