by Team Vestia | Nov 15, 2021 | Financial Planning, Investing
There are several reasons why physicians invest—one is likely to build wealth and secure a comfortable retirement. But one important question mark is how that money will be taxed in retirement. In general, there are three tax buckets physicians should be aware of...
by Team Vestia | Nov 1, 2021 | Investing
As an investor, you likely know that you’ll have to pay taxes on your investments. But what type of taxes will you pay? For most assets outside of wages, interest, tips, etc. (ordinary income tax), it’s capital gains tax. You pay capital gains tax when you sell and...
by Team Vestia | Aug 15, 2021 | Financial Planning, Investing
You likely can’t find a more hotly debated topic in the financial space than annuities. Annuities garner a whole host of negative press, but are they really that bad, or could they be a good complement to your long-term investment plan? Let’s take a closer...
by Team Vestia | Jul 15, 2021 | Investing
Should private equity have a place in your portfolio? Maybe. Private investing carries different types of risk that are important to consider, but it can also be a lucrative avenue for expanding your portfolio. Private investment funds, like hedge funds and private...
by Team Vestia | May 15, 2021 | Financial Planning, Investing
When it comes to investing, stocks often get the attention, but there is another type of asset class that may work well for your portfolio: bonds. Bonds tend to be more elusive than stocks because they often stay out of the headlines unless there’s a big swell or...
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