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 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
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We are likely going to head into a Recession; here is how you can Prepare
Hey ODsonFinance Community, Look like today is going to be another unpleasant day in the stock market with the recent announcement by the President to restrict air travel to Europe. As of this writing on Thursday March 12, 2020, the market have drop more than 20% from its recent highs in February and officially we…
Dollar Cost Averaging
Wealth building is a process that comes in many forms. Many agree that there are three major steps to wealth building: Eliminating Debt Saving Money & Acquiring Assets Allowing Assets to Grow If we were to equate wealth building to painting a picture, Step 1 would be our blank slate, Step 2 our paint brush…
Residential Real Estate Investing with Dr. Julie Phan
Five Ways to Accumulate Short Term Wealth Through Investing
“How do I save money for the short-term to accomplish financial goals like saving for a down payment? A vehicle purchase? An engagement ring for my sweetheart? Or a rental property purchase?” These are questions that many young doctors ask us when we do our normal spew about long-term retirement investment. Everyone has different financial…
Health Savings Account (HSA)
What is a Health Saving Account (HSA) aka “Stealth IRA”? Alright, let’s chat about the Ninja in the Room (Haha, I crack myself up) which is the Health Saving Account (HSA). If you are enrolled in a high-deductible health insurance plan, you can open an HSA either outside or via your employer. For 2019, the…
7 Reason why Indexed Universal/Whole Life Insurance Suck
During the lifetime of ODs on Finance, we have received quite a few messages from doctors, family and friends about Indexed Universal Life Insurance (IULs). IULs are promoted to mimic the Index SP 500 return. They are basically Whole/University/Variable insurance in disguise and present a variety of unneeded complications. Don’t fall for them! An important…