How to Invest Efficiently and Successfully!
Investing is a daunting process, but is very rewarding and a necessary step to ensure financial well-being. Understanding how investing works and what investment vehicles do are vital first steps on your path to financial freedom.
The Optometrist’s Guide to Investing 101
- How to Create The Ideal Portfolio of Stocks and Bonds
-
How to Rebalance your Asset Allocation & Other Additional Classes
- How to Quickly Assess a Mutual or Index Fund?
- Target Date Retirement Funds and the age of Robo-advisors; Which Brokerage is right for me?
- How to Monitor your Investment Performance and other wealth-building Tips
Short-term Investing:
Related Articles
What Should I Do First? A Complete Step-By-Step Guide For Optometrists
Here is a “Guideline” list of financial steps that we hope will get you started, but should be adjusted to your own personal situation as an optometrist.
2024 Optometrist Income Report
With increasing student loan debts, an ever changing economy, and a profession that continues to withstand disruption – many optometrists begin to question their associated worth as practitioners. While the old phrase “comparison is the thief of joy” rings true in certain facets, comparison to get a true sense of trends in salary, debt load…
16 End-of-Year Financial Checklist For Optometrists in 2023
As 2023 draws to a close, it’s vital for optometrists to focus on financial planning for a stable and prosperous future. This checklist, designed for eye care professionals, will guide you through key year-end financial tasks. While not every item may apply to your practice or personal finances, reviewing each one ensures you don’t miss important opportunities or obligations.
October 2023 Market Update for Optometrists: Latest Economic & Financial Trends
The economic landscape is characterized by a steady 3.7% inflation and cautious actions from the Federal Reserve, particularly in managing interest rates to avoid potential economic downturns. While some economic indicators like GDP growth appear robust, there’s a visible undercurrent of economic stress and mixed expert predictions regarding a potential recession in 2024.
June 2023 Market Update for Optometrists: Latest Economic & Financial Trends
Welcome to the June 2023 market update, where Aaron and myself will provide you with an overview of the latest economic trends and developments, including what we as optometrists should watch out for and how we should adjust our investing plans.
Good vs. Bad Optometry Debt – 4 Ways to Use Good Debt to Your Advantage
That being said, debt can be a useful tool for achieving financial goals, but not all debt is created equal. Some debt can be beneficial, while others can be detrimental to your financial well-being. Let’s explore the difference between good debt and bad debt and how you can use debt to your advantage.
Q1/2023 Market Update for Optometrists: Latest Economic Trends And How To Adjust Your Financial Plan
Welcome to the Q1/2023 market update, where Aaron and myself will provide you with an overview of the latest economic trends and developments, including what we as optometrists should watch out for and how we should adjust our investing plans… So we hope to provide a comprehensive overview of the latest economic trends and developments, highlighting the challenges and opportunities in today’s market for optometrists.
9 Financial Tips For Optometry Students
As an optometry student preparing to enter the field, it’s important to understand the financial implications that come with this profession. From budgeting for school supplies to managing debt and investing in your future—all these responsibilities add up quickly! With these 9 financial tips, you’ll equip yourself with the knowledge needed to navigate a successful career as an optometrist.
State of ODs on Finance: 2022 in Review, and a Look at 2023!
It’s hard to believe, but the year 2022 has vanished in the blink of an eye. This past year, we’ve had the pleasure of seeing ODs on Finance continue to grow and help ODs on their financial journey, whether they be new grads or seasoned veterans. We are thankful for your attention, your questions and your contributions. Two tenets that hold paramount value to us at ODs on Finance are transparency and productive growth. In this letter, we will highlight how our community has grown, the various methods we provide value to our community, exciting new projects/acquisitions for 2023, and a look at our commercial interests/disclosures – trust us, you’ll want to read this! Here is a quick recap of 2022!