September 6th 2024
Remarkably, the bull market has kept running strong amid sustained high rates.
August 30th 2024
There are pros and cons to either approach
What you need to know to realize your financial dreams
August 19th 2024
The devil is in the details with these multifaceted products
May 31st 2024
Significant wealth from the stock market has been accumulated by people who don’t do anything most of the time.
5 key stock market themes to keep an eye on in 2024
What will the 2024 financial year hold for investors? Here are some predictions.
2024 shaping up as a time to reduce financial risk, especially for people in or nearing retirement
High rates on long-term savings vehicles, including fixed annuities, provide a timely opportunity.
Financial advice women physicians would give their younger selves
I asked other women physicians to share their financial mistakes and advice they would give their younger selves.
Roth IRA conversions: pros, cons and optimal strategies
Whether converting a traditional IRA to a Roth IRA would be a good move depends on your particular situation, goals and the timing involved.
Roth IRAs for physicians: 13 questions and answers
There are tools physicians can unlock to gain the financial benefits of a Roth IRA.