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January 28, 2026

HELOCs Sound Simple. The Risk Is What Most Doctors Miss.

Why we opened a HELOC on our primary home, the 3 uses that can make sense, and the risks doctors underestimate.
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January 26, 2026

The Buffett Indicator, Explained Simply

What it tells us about today’s market, and what it doesn’t.
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January 23, 2026

3 Reasons We Can’t Exploit Pricing Errors in the Stock Market

The stock market contains pricing errors. And at first glance, it may seem surprising that I am saying that. Because, as I often explain, the

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January 21, 2026

4 Overachieving Mutual Funds that Failed to Maintain Returns

Overperformance fades faster than most investors expect.
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January 16, 2026

On leaving an inheritance to my children

Balancing financial support with responsibility and self-sufficiency
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January 12, 2026

12 Steps to Financial Freedom That Made Me a Better Physician

Burnout was not the real problem. Financial stress was.
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January 9, 2026

Are Gold and Bitcoin Correlating Assets?

Short-term data shows strong correlation. Long-term data says otherwise.
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January 7, 2026

When should docs rebalance their investment portfolio?

Why the 5/25 rule beats calendar-based rebalancing.
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January 5, 2026

Why IRR Can Be Misleading for Doctor Investors

What this popular metric gets right—and where it quietly fails.
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January 2, 2026

Your 9-Step Financial Checklist for the New Year

A simple, physician-focused reset to build wealth and stay on track in 2026.
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