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October 26, 2026

Why Smart Doctors Still Fall for Ponzi Schemes

Most physicians hear the word “Ponzi scheme” and immediately think the same thing. Obviously a scam. And they are right. A Ponzi scheme is quite

October 16, 2026

How to Set Your Asset Allocation Without Overdoing It

Figuring out your asset allocation sounds like one of those investing concepts that should require a spreadsheet, a financial advisor, and maybe a PhD. It

October 13, 2026

A Private Deal Hit Your Inbox. Now What?

This sponsored post was created in partnership with Carlton Lane. At some point, a lot of physicians seem to go through the same progression with

October 9, 2026

A Housing Shortage Doesn’t Make Every Property a Good Investment

A national housing shortage does not guarantee that a specific property is a sound investment. Here’s how local supply, purchase price, and financing timelines shape

October 5, 2026

Basics Reminder: Your Physician Paycheck Can Do More Than Pay the Bills

The name of the game in wealth building, in reaching financial freedom, and establishing financial well-being is learning to convert earned income into passive income.

September 30, 2026

AI Is Increasing Healthcare Costs. But Is That Really the Problem?

AI may be increasing healthcare spending by identifying more patient complexity. But for physicians, the bigger question is whether those costs were actually there all

September 23, 2026

My 403(b) Had a Surprise. My Financial Plan Didn’t Change.

When my 403(b) appeared as two accounts, I learned something surprising about what I own and which details of a retirement plan actually matter.

September 22, 2026

The 2 Ways Tax Conscious Physicians Are Investing in Oil & Gas

Mineral rights and working interests offer two different paths to direct oil and gas ownership. Here’s how they work, where the tax benefits come from,

September 18, 2026

If This Were My Physician Job, I’d Leave

Employment isn’t the problem. Losing autonomy, fair compensation, and the ability to care for patients is.

September 16, 2026

Rebalancing Your Portfolio: The Simple Habit for Physicians Forcing you to Buy Low & Sell High

A simple investing habit that keeps your portfolio on target without trying to time the market.