Investing
Thoughts on the Current Economy with Peter Schiff (FB Live Event)
With the world under distress at both a political and public health level, it is hard to make sense of economic activity. Furthermore, with heavy government involvement in the economy, long term implications are both scary and unknown. In this live event, famed economist Peter Schiff helps us understand his vision of the economic future…
Read More8 Reasons Why Every Optometrist should Invest in Index Funds
KEY POINTS: (1) Better Performance (2) Lower Cost (3) Less Time consuming (4) Less Risky (5) More Tax-Efficient (6) Ease of use in Building your Portfolio (7) Wide Availability (8) Eliminate Behavioral aspect and No Feeling of missing out (FOMO) Due to the recent COVID shelter in place order, many investors (new and experienced) are…
Read MoreThe Optometrist’s Guide to Side Hustles
With the increasing burden of massive student debt and low insurance reimbursement rates, many optometrists are searching for income alternatives to make extra money aside from their full-time optometric profession. Many optometrists are looking for ways (either passive or active) to supplement, or even completely replace, their current income by doing a “side hustle”. Click…
Read MoreIs the 2020 Real Estate Market Like 2008?
Editor’s Note: This is a guest post written by one of our sponsorship partners. Josh Mettle NMLS #219996 is an industry leading author and ranked in the top 1% of mortgage originators in 2018 by Mortgage Executive Magazine. You can get more great real estate and mortgage advice here or by visiting his book’s website. Josh is also a…
Read MoreThe Optometrist’s Guide to Roth IRA Chapter 2: Step-by-step Vanguard
The Optometrist’s Guide to Roth IRA and How to do a Backdoor Roth Chapter 2A: How to do a Backdoor Roth with Vanguard | Step by Step Instructions Chapter 1: Introduction and Backdoor Roth IRAChapter 2A: Step-by-Step | VanguardChapter 2B: Step-by-Step | Fidelity Updated for 2024 Tax Limits In this chapter, we will show you…
Read MoreThe Optometrist’s Guide to Roth IRA Chapter 1: Introduction and Backdoor Roth IRA
The Optometrist’s Guide to Roth IRA and How to do a Backdoor Roth Chapter 1: Why is the Roth IRA so Awesome? Chapter 1: Introduction and Backdoor Roth IRAChapter 2A: Step-by-Step | VanguardChapter 2B: Step-by-Step | Fidelity Update for 2024 Tax Laws: A fully funded Roth IRA should be a goal for every optometrist, every…
Read MoreThe Optometrist’s Guide to Investing 101: An Introduction
The Optometrist’s Guide to Investing 101 An Introduction to Investing The Optometrist’s Guide to Investing 101: An IntroductionChapter 1: What is an Investment & Basic Investing TermsChapter 2: How to Create The Ideal Portfolio of Stocks and Bonds?Chapter 3: Additional Asset ClassesChapter 4: How to Quickly Assess a Mutual or Index Fund?Chapter 5: Target Date…
Read MoreThe Optometrist’s Guide to Investing 101 Chapter 6: How to Monitor your Investment Performance and other Wealth-Building Tips
The Optometrist’s Guide to Investing 101 Chapter 6: How to Monitor Your Investment Performance &Other Wealth-Building Tips The Optometrist’s Guide to Investing 101: An IntroductionChapter 1: What is an Investment & Basic Investing TermsChapter 2: How to Create The Ideal Portfolio of Stocks and Bonds?Chapter 3: Additional Asset ClassesChapter 4: How to Quickly Assess a…
Read MoreThe Optometrist’s Guide to Investing 101 Chapter 5: Target Date Retirement Funds and the age of Robo-advisors; Which Brokerage is Right for me?
The Optometrist’s Guide to Investing 101 Chapter 5: Target Date Retirement Funds & The Age of Robo-advisors + Which Brokerage is right for me? The Optometrist’s Guide to Investing 101: An IntroductionChapter 1: What is an Investment & Basic Investing TermsChapter 2: How to Create The Ideal Portfolio of Stocks and Bonds?Chapter 3: Additional Asset…
Read MoreThe Optometrist’s Guide to Investing 101: Chapter 4 How to Quickly Assess a Mutual or Index Fund?
The Optometrist’s Guide to Investing 101 Chapter 4: How to Quickly Assess a Mutual or Index Fund The Optometrist’s Guide to Investing 101: An IntroductionChapter 1: What is an Investment & Basic Investing TermsChapter 2: How to Create The Ideal Portfolio of Stocks and Bonds?Chapter 3: Additional Asset ClassesChapter 4: How to Quickly Assess a…
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