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
An independent contractor has plenty of excellent options for retirement savings -- an i401(k), SEP IRA, Roth IRA, HSA, Defined Benefit/Cash Balance plan, and even a taxable brokerage. Which is best for you?| 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
Find the latest WCI products including books, shirts, stickers and more. With The White Coat Investor, you can increase your financial literacy and stop doing dumb things with your money.| The White Coat Investor
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