How Often Should You Rebalance Your Portfolio?
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. We believe rebalancing your portfolio is critical to protecting your investments, […]
Should Doctors Open Roth IRAs for Their Kids?
Many doctors prioritize their financial health and seek to pass that trait onto their children. Plus, given the current state of financial literacy in the U.S., most education about money and personal finance falls on parents or caretakers. And one of the most important financial concepts to teach is the art of compounding interest—something you […]
3 Important Ways Inflation Could Impact Your Money (And What To Do About It)
Inflation has been front and center in the financial media for weeks, and it’s not hard to see why. It has reached record levels—up to 7.5% over the past twelve months—and that number is likely to get doctors sitting up straight in their seats. Inflation concerns are buzzing from headline to headline—but how could these […]
5 Ways Doctors Can Overcome Their Stock Market Anxiety
If you type in “stock market crash/correction X year” into a search engine, you’ll have no trouble finding an article that speculates a market doomsday or a sure-fire bull run, but many of those predictions don’t come to be. Why? Because no crystal ball can forecast every minutia of market movements. But that doesn’t stop […]
