Just because large value stocks have performed well lately doesn't mean you should stop diversifying your portfolio. Here's why not.| The White Coat Investor - Investing & Personal Finance for Doctors
Get a tax plan in place to better manage your wealth in 2025. Start by understanding the 2025 tax brackets and how they work.| The White Coat Investor - Investing & Personal Finance for Doctors
Saving lots of money comes with one downside. You must spend less. But having a high savings rate can set you up for the rest of your life.| The White Coat Investor - Investing & Personal Finance for Doctors
If you’re one of those who needs to loosen the purse strings a bit, this post is for you. Here are some tips for how to spend your money.| The White Coat Investor - Investing & Personal Finance for Doctors
Ready to start investing? Here's an overview of the basics of investing money. Here's what you need to know before jumping into the stock market!| The White Coat Investor - Investing & Personal Finance for Doctors
What's the best real estate structure for you to use? REITs, direct ownership, crowdfunded or direct syndications? Today we map it out.| The White Coat Investor - Investing & Personal Finance for Doctors
Understand 7 principles of bond investing including the relationship between bond value and interest rate, risk and yield, quality, cost, duration and more.| The White Coat Investor - Investing & Personal Finance for Doctors
REITs are a great asset class, but make sure to buy the publicly traded ones, not a private REIT. Here's why you should steer clear of these investments.| The White Coat Investor - Investing & Personal Finance for Doctors
Are you paying to much in fees and stuck with investment options you don't want with your current HSA provider? Here's a rundown of the best options available on the market today.| The White Coat Investor - Investing & Personal Finance for Doctors
You'll need to have a savings rate over 20% to reach your retirement goals. Here are 7 ways to make that happen if your falling short.| The White Coat Investor - Investing & Personal Finance for Doctors
There are LOTS of reasonable budgets. Learn to create one to fit YOUR priorities and values as you use money as a tool to bring happiness.| The White Coat Investor - Investing & Personal Finance for Doctors
This popular post explains what whole life insurance is and the various methods salesmen use to sell it to you (usually inappropriately). Be forearmed!| The White Coat Investor - Investing & Personal Finance for Doctors
The best way to manage individual stock (or bond) risk is to have a diversified portfolio. Here are the five biggest errors I see in portfolios with respect to diversification and how to solve them.| The White Coat Investor - Investing & Personal Finance for Doctors
Financial aid planning is the new thing to maximize the difference between the cost of attendance and the expected family contribution. But most high-income professionals shouldn't bother.| The White Coat Investor - Investing & Personal Finance for Doctors
Most kids of high-income professionals won't qualify for need-based financial aid. It's best to rely on four pillars to pay for college.| The White Coat Investor - Investing & Personal Finance for Doctors
The best 529 plans will give you a state tax credit, low fees, and great investment options. Find the best plan available for you.| The White Coat Investor - Investing & Personal Finance for Doctors
Even a plain old taxable account has a lot of tax advantages. Here are 10 reasons not to rule them out.| The White Coat Investor - Investing & Personal Finance for Doctors
The Roth IRA is a great start for building your retirement nest egg. There's no better vehicle for investing, tax reduction, asset protection, and estate planning.| The White Coat Investor - Investing & Personal Finance for Doctors
Most of my portfolio is invested in index funds. I hope that's not news to you. Here are the reasons why.| The White Coat Investor - Investing & Personal Finance for Doctors
Parents often want to help pay for their child's medical (or dental) school. There are many ways to do so, but laws can be complex.| The White Coat Investor - Investing & Personal Finance for Doctors
Some people looking for early retirement are afraid of the Age 59 ½ rule. But it's not difficult to get around, once you read the rules.| The White Coat Investor - Investing & Personal Finance for Doctors
Doctors may purchase a home without thinking about the consequences. Here are tips to buy the right home at the right time at the right price.| The White Coat Investor - Investing & Personal Finance for Doctors
What's the average medical school debt for MDs, DOs, and Dentists? We're taking a deep dive into the data so you can make the best financial decisions.| The White Coat Investor - Investing & Personal Finance for Doctors
New residents have a big desire to buy a house. But it's a gamble of your time and money at a period of life when you have little of either.| The White Coat Investor - Investing & Personal Finance for Doctors
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
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
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
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
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
Wondering about rebalancing your portfolio? Let's talk about a few important things about rebalancing, such as the why, when, and how.| The White Coat Investor - Investing & Personal Finance for Doctors
Learn the basics of real estate investing—from capital stacks to waterfalls, depreciation, 1031 exchanges, strategies, and lots more.| 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
