by jturner | May 15, 2024 | Jimmy Posts
I break doctors up into three groups. The first is the “DIY Financial Guru” group. These gurus likely won’t ever use a financial advisor. However, this is a small fraction of physicians in my experience. The second group is the Dot the i’s...
by jturner | Jan 24, 2024 | Jimmy Posts
Let’s get one thing straight from the get-go. Doctors should not be using a financial advisor strictly for investing purposes. Investing is easy. Use low-cost, diversified index funds. Pick an asset allocation (e.g. stock to bond ratio). And rebalance once...
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