Physician's Money Digest

Investors looking for stocks poised to perform well in 2024 might want to consider industrials — companies that make stuff that manufacturers use to make stuff ultimately purchased by commercial and retail customers.

In recent years, negative returns from Chinese markets have turned off many professional investors. Yet, believing in global diversification, legions of individual investors owning international funds have substantial exposure to Chinese stocks.

What will the 2024 financial year hold for investors? Here are some predictions.

Survey shows that on average, physicians in private practice made more money than those working for hospitals

High rates on long-term savings vehicles, including fixed annuities, provide a timely opportunity.

Financial strategies for physicians in 2024

Despite recent economic turmoil, the fundamentals remain unchanged: Save as much as you can and invest for the long term

What goes up, must come down.

Today’s high interest rates suggest it’s smart to lock them up for the long term. Fixed-rate annuities can give you a high set rate for up to 10 years. Laddering annuities provides flexibility.

They offer a unique combination of growth potential and safety but are complex, and selecting the right one takes thought and research.

There are hard ways and easy ways to invest in real estate.

Medical professionals have unique financial needs. Join wealth advisor Todd Peters, CFA, for a session that offers practical insights to build, protect and preserve your wealth. Gain actionable ideas for reducing taxes and explore estate planning strategies tailored to your specialized needs. Stay ahead of potential tax code changes and take control of your financial future.

Though a company’s capital structure includes both equity and debt, market cap does not reflect debt.

Watch four educational sessions on personal finance, revenue cycle management, investing and more.

Physicians should not ignore the need for disability insurance.

The stock market has inherent risks, but the common belief that bonds with the best credit ratings are virtually riskless is false.

As you look ahead to Halloween, November, and beyond, here are some key financial compass points to follow as you shore up your own business.

Many older Americans are too heavily invested in stocks, new analysis reveals. Annuities offer a way to trim while earning good rates and getting tax advantages.

Always a powerful planning tool, income annuities are an even better deal today.

The U.S. economy has remained robust, the stock market is arguably in a new bull, and there are many indications that both will probably remain strong into 2024.

Even small deals are drawing greater government interest