Understanding The Conflicts Of Interest of Financial Advisors
On his White Coat Investor podcast in June 2018, Dr. Jim Dahle interviewed Sarah Catherine Gutierrez, a financial advisor at Aptus Financial, which is...
Why The Stock Market Will Underperform in 2018
The stock market had an amazing 2017, with the S&P 500 rising 21.8%.
In my last post, I made the argument that the good times...
How Do Vanguard, Fidelity, and Schwab Make Money Offering Low Expense Ratio Index Funds?
People have been marveling at how Fidelity is able to offer two index funds (FZROX, FZILX) with zero expense ratios to their investors.
There's something...
How To Stay The Course And Stick With Your Investment Plan
There's a certain excitement when you first start getting into finance and investing.
You may have used to pick stocks, but have since learned (either...
5 Things To Know About Volatile Markets
The past few weeks in the stock market has brought volatility that investors haven't seen since the financial crisis.
Swings of >2% have become the...
Should You Invest In Municipal Bonds?
Municipal bonds are attractive to investors, particularly high tax-bracket investors, because they are potentially exempt from federal and state income taxes.
But my concern is...
Why Doctors Don’t Have An Edge in Healthcare Investing
I strongly believe that clinical physicians do not have an edge on the rest of the market. Therefore, they should heed Warren Buffett's advice...
Why The Stock Market Will Overperform in 2018
2017 was a great year for investors. Before looking ahead to 2018, let's review how the major asset classes performed in 2017.
2017 Asset Class...
What Do Fidelity’s ZERO Expense Ratio Index Funds (FZROX, FZILX) Mean For You?
Vanguard, Fidelity, and Schwab have been engaging in a fierce competition to claim the mantle as the leading provider of low-cost index funds. As...
How To Purchase Individual Municipal Bonds For Your Portfolio
I currently hold around $40,000 in municipal bonds split between my home state and its counties. This represents a small portion of my overall...