Uncompensated investment risk doesn't increase, and may even decrease your expected return. Avoid it through diversification.| The White Coat Investor - Investing & Personal Finance for Doctors
Tax-loss harvesting is when Uncle Sam shares your losses with you. You only get to do it in a taxable account, but because of it, there is no reason to ever carry a loss in a taxable account.| The White Coat Investor - Investing & Personal Finance for Doctors
A 529 plan is a great way to save for college, but who are we trying to kid? 529s help save on taxes. If you're wealthy, be sure to use them!| The White Coat Investor - Investing & Personal Finance for Doctors
Does your investing plan include how and when to rebalance your portfolio? Consider the 5/25 rule as part of your risk management strategy.| The White Coat Investor - Investing & Personal Finance for Doctors
Here are the pros and cons of investing through publicly traded REITs, privately traded REITs, crowdfunding, and syndications.| The White Coat Investor - Investing & Personal Finance for Doctors
Being able to calculate your own return empowers you as an investor. Here's how you do it.| The White Coat Investor - Investing & Personal Finance for Doctors
Are you a high-income professional in need of a financial advisor? You've come to the right place. This is the WCI list of recommended advisors.| The White Coat Investor - Investing & Personal Finance for Doctors
If you fear Required Minimum Distributions will leave you with a large tax problem, then you are probably misunderstanding them. If you truly do have an RMD problem, here's what to do about it.| The White Coat Investor - Investing & Personal Finance for Doctors
The White Coat Investor was founded to help you get a "fair shake" on Wall Street. We have helped hundreds of thousands of doctors and other high income professionals become financially literate and eventually financially successful.| The White Coat Investor - Investing & Personal Finance for Doctors
HSAs have superior tax protection features compared to any other investing account including their "triple-tax-free" nature, the ability to withdraw the money after 65 for any purpose penalty-free, and the ability to delay withdrawals while saving receipts.| The White Coat Investor - Investing & Personal Finance for Doctors
A good investment portfolio is broadly diversified, low-cost, passively managed, rebalanced, and consistent with its owner's risk tolerance. Which one works best for you?| The White Coat Investor - Investing & Personal Finance for Doctors
This Backdoor Roth IRA tutorial takes you step-by-step through the contribution process, including Form 8606, tax implications, common mistakes, and lots more.| The White Coat Investor - Investing & Personal Finance for Doctors