What Stock Market Return Should You Expect In The Future?
No one can predict the future, but when making projections for things like retirement planning, what investment return should you expect?
What do we mean...
Did You Beat The S&P 500 Last Year?
Everyone loves to compare. Physicians are especially prone to comparing themselves to others. After every medical school exam, the first question out of most...
5 Reasons To Invest In Choppy Markets
The stock market in 2018 has felt like riding a boat in choppy waters.
There have been ups. There have been downs.
As we head into...
Dollar Cost Averaging vs Lump Sum Investing
When I worked on Wall Street, Valentine’s Day was one of the best days of the year. Not because of the chocolates or the...
Three-Fund vs. Target-Date Fund Portfolios
I am a huge proponent of the three-fund portfolio for investing. In fact, my asset allocation matches that of the Fidelity target-date funds. So...
Can “Safe” Bonds Make Your Portfolio More Risky?
Warren Buffett publishes an annual letter to Berkshire Hathaway shareholders. It's an open letter to shareholders, and it has become a must-read for investors...
Statistically Significant, Clinically (or Financially) Insignificant
There is so much to learn about the nuances of different investment accounts, asset classes, and savings techniques. But once you know the basics,...
Should You Hedge Your Portfolio Against A Bear Market With Stock Options?
The bull market has been going strong since March 2009, defying analysts' frequent predictions of its demise. Nevertheless, a lot of investors continue to...
The Stock Market Is The Best Long-Term Investment
Since 2002, Gallup has periodically conducted a poll which asks respondents a variant on the following question:
Which do you think is the best long-term...
IShares Russell Top 200 Growth ETF (IWY): Should You Tilt To Large-Cap Growth?
I'm an advocate of the three-fund portfolio, but I understand why many investors might want to slice and dice their portfolio. Most prefer to...