Investments | General/Other

Answers To Your 3 Most Common Investment Questions

Many doctors have similar questions and concerns when it comes to their investments. Read on to learn about some of the most common we hear from our members.

Investments | General/Other

Is Your Investment Advisor Really Working for You?

Lower stock market returns are forecasted over the next decade, so it's more important now than ever to limit investment fees and expenses.

Investments | General/Other

Six Reasons A Financial Coach May Be Your Best Investment

ChatGPT and other AI platforms can only go so far. Here are the advantages to having a human help you build your financial game plan.

Investments | General/Other

Should You Trust The Government To Guide Your 401(k) Investing?

New guidelines released by the U.S. Labor Department expand options for retirement plan investing, but just because you can, does that mean you should?

Investments | General/Other

Interested In Crypto Investing? Don’t Act Until You Read This!

While investing in cryptocurrencies can be lucrative, it’s extremely volatile and can have catastrophic consequences. Before you dive in, understand the true risk you’re taking when investing in this speculative market.

Investments | General/Other

How To Protect Your Family’s Wealth When You Can’t (Online-Only Article)

While you may do a good job managing your investments now, what happens if you die, become disabled, or your skills erode with age? This can leave your family vulnerable to potential losses that could be substantial. As you approach retirement, you need a plan for "Who will handle your family’s investments when you can’t?"

Investments | General/Other

Top 10 Investment Planning Decisions As You Approach Retirement (Part Two)

Allow yourself the freedom and choice to not only have a secure retirement, but to build your legacy.

Investments | General/Other

Top 10 Investment Planning Decisions As You Approach Retirement (Part One)

Get these key financial decisions right by following our advice to “be prepared” for a secure retirement.

Investments | General/Other

Who Will Handle Your Family's Investments When You Can't?

As retirement unfolds, a trusted advisor becomes both a coach and partner, helping you protect the nest egg you spent a career working hard to build.

Investments | General/Other

Select The Right Investment Advisor To Achieve Financial Success

Look for these 6 characteristics to find an advisor you can trust to invest your hard-earned dollars.

Investments | General/Other

Crowdfunding Investing: Is It Right For You? (Online-Only Article)

New investment trend in crowdfunding remains very risky for several reasons.

Investments | General/Other

How To Select An Investment Advisor Under The New Rules

Take these 5 five steps to choose an advisor whose interest is aligned with yours, for improved investment performance and greater peace of mind.

Investments | General/Other

Top 5 Investment Metrics To Track (Online-Only Article)

With countless financial and investment statistics available, what do you really need to analyze?

Investments | General/Other

Is Your Financial Advisor Telling You The Truth? (Online-Only Article)

Here's how to make sure you're getting the real story about your investment portfolio.

Investments | General/Other

Who Is Your Investment Advisor Working For?

If you're paying for investment advice, make sure your advisor is legally obligated to put your interests ahead of their own.

Investments | General/Other

Why Is Your Investment Advisor Not Reporting Your Performance? (Online-Only Article)

If you're not holding your advisor accountable, you could end up losing more than $1,500,000!

Investments | General/Other

How Do Your Investment Returns Compare?

Studies show that doctors' actual investment returns routinely underperform by over 4 percentage points annually.

Investments | General/Other

Stock Market Reaches New Highs – How’s Your Advisor’s Performance? (Online-Only Article)

Just because your accounts are up sharply in 2013, doesn’t mean your advisor is having a banner year.

Investments | General/Other

Investment Fees – What's The True Impact On Your Taxes And Portfolio Value? (Online-Only Article)

It may be time to reevaluate what you are paying your investment advisor(s) to manage your assets.

Investments | General/Other

Key Questions To Ask Your Current (Or Prospective) Investment Advisor

Don't be fooled by unprincipled advisors. Here's what to look for.

Investments | General/Other

Getting A Better Measure Of Your Advisor’s Actual Investment Performance

Are you asking your advisor the right questions?

Investments | General/Other

IRS Issues New Cost-Basis Regulations (Online-Only Article)

Are you tracking your gains and losses effectively?

Investments | General/Other

How To Determine Your True Investment Return (Online-Only Article)

Do you know the difference between your personal investment return and your time weighted return?

Investments | General/Other

6 Steps To Selecting An Investment Advisor

There’s nothing worse than having an advisor you don’t get along with. Make sure you choose the right one.

Investments | General/Other

Become A Better Investor By Avoiding These Four Investment “Sins”

Why do so many doctors fare poorly investing?

Investments | General/Other

How To Avoid The $318,248 Investment Mistake

We compared the results of how three doctors reacted during a period of heaving stock market losses.

Investments | General/Other

True Confessions: Don’t Make The Same Investment Mistakes I Did

Learn your investment lessons the easy way by taking the advice of someone who learned the “hard way.”

Investments | General/Other

Eight Steps To Avoid Ponzi-Type Investment Scams

Don’t invest in a “sure thing” until you heed the following precautions to avoid losses.

Investments | General/Other

Doctors’ Top 5 Investment Mistakes

Simply avoiding major investment blunders can generate hundreds of thousands of dollars in additional retirement income.

Investments | General/Other

How Smart An Investor Are You?

Consider yourself a “savvy investor” if you can mark “Yes” to at least 8 out of these 10 questions.