Investing

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April 4, 2025

When Is Poor Investing Education Worse Than Nothing?

Last week, I received the weekly newsletter from my two older sons’ school, where they are in 1st grade and kindergarten. At first I was

April 3, 2025

PhREI Network Roundup 4-3-25: Real Estate for Exponential Gains

As you know, as part of the PhREI network, we decided to start a weekly roundup to share new activity from across the network. Enjoy! The

April 2, 2025

Crypto ETFs: A New Addition to Our Portfolio

There has been a big change in our written financial plan recently that I feel out is necessary to share with all of you. Selenid

April 1, 2025

Finance Flash Go! Episode #72: Mutual Fund Expense Ratios

Today on the Finance Flash Go! podcast, we’re going to cover mutual fund expense ratios in stock investing. Listen to the full episode and subscribe

March 31, 2025

Tax Planning for Doctors: What to Expect in 2025 and Beyond

Taxes are a significant concern for doctors—often the largest single expense we face. With the Tax Cuts and Jobs Act (TCJA) of 2017 set to

March 28, 2025

7 Financial Considerations of Pursuing a Fellowship

The decision to pursue a fellowship as a doctor can be a complicated one. There are a ton of factors to consider. However, not is

March 27, 2025

PhREI Network Roundup 3-27-25: Cracking the Code on Cap Rates

As you know, as part of the PhREI network, we decided to start a weekly roundup to share new activity from across the network. Enjoy! The

March 26, 2025

Vanguard and Invesco Go Head to Head in March Madness Marketing…Who Wins?

I love March Madness. For the uninitiated, this is the annual basketball tournament for the NCAA men’s and women’s championship. My UConn Huskies men’s team

March 25, 2025

Finance Flash Go! Episode #71: Liabilities

Today on the Finance Flash Go! podcast, I’ll tell you what you need to know about liabilities. Listen to the full episode and subscribe here!

March 24, 2025

3 Helpful Tips to Navigate the Recent Stock Market Volatility

As I write this, stock market volatility is a huge topic of discussion. Since I started investing, which to be fair is not that long