Investing as Simple as Possible
Investing as Simple as Possible Investing made as simple as possible: Buy stocks when you have the money Sell when you need the money Simple and easy. But let’s get into the details to flush out what you actually […]
Investing as Simple as Possible Investing made as simple as possible: Buy stocks when you have the money Sell when you need the money Simple and easy. But let’s get into the details to flush out what you actually […]
How Often Does the Yield Curve Stay Inverted for 14 Months? The yield curve has been inverted for 14 months, and we have not had a recession. How common is the yield curve to be inverted for so […]
A Unified Asset Allocation Equation Asset Allocation can be more useful. The intent of asset allocation is to reflect the amount of risk to which you are exposed. But what about assets that are not stocks or bonds? Equity-Alternatives are […]
401a, 403b, and 457b Plans Physicians are high-income professionals who optimally defer income into retirement plans during peak earning years. If you have access to a 401a vs 403b vs 457b then you either work for the government or a […]
Structured Product as a Hedge Are you being sold structured products as a hedge? What is a structured product, and why should you avoid them? Or, if you are convinced that they do in fact offer downside protection, what do […]
How Long Does a Market Drawdown Last? We are in a bear market. How long do drawdowns last? That is, how many years might it take your portfolio to recover from the current bear market? All we have is history […]
What is a Buffer or Buffered ETF? What is a Buffer EFT? Buffer or buffered ETFs have been around since about 2018. The idea: you have some downside protection and a chance at growth. Does that sound familiar? Yup, another […]
Money is Fungible Money is Fungible. Fungible is a funky financial term. Fungible means interchangeable. Or substitutable. A dollar bill in D.C. is the same as a dollar bill anywhere else in the world. Indeed, $10 is worth two five-dollar […]
Portfolio Makeover by Jean-Paul Sartre If you are considering retirement in a couple years, it’s time to prepare your portfolio. While “Portfolio Makeovers” are popular, a superficial change in the appearance of your portfolio is not enough. Jean-Paul Sartre […]