Investing
Thanks to several commenters in my going back to work post, I'm getting more enthusiastic about sending my kids to community college! As a result, it may no longer be necessary for us to try and accumulate $1.5 million for two children…
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Guy Spier, and Downtown Josh Brown discuss lunch with Warren Buffett, value investing, managing a hedge fund, Berkshire after Buffett, the bull case for Ferrari, and much…
[Editor's Note: Deadline alert! August 31 is the final day you can apply for the WCI Medical School Scholarship, which will give away more than $70,000 to professional students in the US. For all the details of this year’s scholarship (or…
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Today, we get into the weeds about annuities. We talk all about what they are and when (or if) they are worth owning. We also answer a question about if your individual own occupation disability insurance policy will be valid if…
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With interest rates rising across Treasury bonds, municipal bonds, and corporate bonds, there comes a point where owning bonds becomes more attractive than owning stocks. The objective of this article is to figure out an appropriate stock allocation by bond yield…
By Don Wenner, Founder and CEO of DLP Capital Note: This blog post is part of a four-part series, published throughout the next year, that delves into the 8 F's for building prosperity and fulfillment in life, as outlined by DLP…
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Tech Stock Roundup – Nvidia goes into earnings as the…
× Please contact your Firm's Group AdminIAR CE is only available if your organization contracts with Kitces.com for the credit. Please contact your firm's group administrator to enable this feature. If you do not know who your group administrator is you…
[We’re already so excited for the 2024 Physician Wellness and Financial Literacy Conference, and today, we have big news: the WCICON24 speakers have been announced. Including keynote speakers Paula Pant, Dr. Tarryn McCarthy, and Dr. Jim Dahle, you can learn from…
Virtue signaling is the public expression of opinions or sentiments intended to demonstrate one's good character, social conscience, or the moral correctness of one's position on a particular issue. I don't mind virtue signaling if the person also lives by their beliefs. It is natural to want…
The Relative Strength Index or RSI is typically expressed as a 14-day reading to determine the degree to which a stock or an index is overbought or oversold, if at all. It was created in 1978 by J. Welles Wilder Jr.…
Since the housing market downturn, the national pastime of “property flipping” has fallen in popularity – heck, I haven’t seen a TV show on property flipping in ages. But the activity of buying a fixer-upper, applying a little sweat equity, and…
× Please contact your Firm's Group AdminIAR CE is only available if your organization contracts with Kitces.com for the credit. Please contact your firm's group administrator to enable this feature. If you do not know who your group administrator is you…
By Dr. Jim Dahle, WCI Founder A Roth IRA is a tax-free retirement account that boosts investment returns by lowering taxes when compared to a taxable brokerage investing account. It facilitates estate planning because it does not go through probate, stretches for…
By Dr. Jim Dahle, WCI Founder Do you remember what you were doing on Friday, March 13, 2020? I do. It was day 3 of WCICON20, two days after the NBA had shut down. It's also the day President Donald Trump…
Barry’s new piece for Bloomberg is really good. I had a good laugh at this section: Inflation Expectations Surveys Are Useless The world is more complex, random and global than ever before. Multiplying unknowns have made economic forecasting even more difficult.…
High interest rates could be the best thing for investors, personal finance enthusiasts, retirees, savers, and those seeking financial independence. You know, most of us. Even though it was uncomfortable to lose money when the Fed first started hiking rates in…
× Please contact your Firm's Group AdminIAR CE is only available if your organization contracts with Kitces.com for the credit. Please contact your firm's group administrator to enable this feature. If you do not know who your group administrator is you…
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Eric Balchunas, Jeremy Schwartz, and Downtown Josh Brown discuss the magnificent seven, the bond market, defined outcome ETFs, inflation, the spot bitcoin ETF saga, and much more!…
By Dr. Jim Dahle, WCI Founder Passive income is a wonderful thing. Who wouldn't want it? Money without work. It's like the Holy Grail and the pot at the end of the rainbow all wrapped up into one. While I have…
Today, we have two locums docs on the podcast. One doc started his career as a locums doc before moving into long-term employment. The other doc left long-term employment for more flexibility and the chance to spend more time on his…
I've written about the importance of having a strong money mindset to get richer. But what I've also realized is having a scarcity mindset can also make you richer as well! Could both mindsets lead to good fortune? Let's explore. The…
× Please contact your Firm's Group AdminIAR CE is only available if your organization contracts with Kitces.com for the credit. Please contact your firm's group administrator to enable this feature. If you do not know who your group administrator is you…
By Dr. Jim Dahle, WCI Founder Internal medicine physicians have a reputation in the House of Medicine for being very smart. Unfortunately, that doesn't mean they are any better at managing finances than the rest of us. The American College of…
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Retail Earnings – Consumers are still spending. ►Stock Picker’s Delight…
× Please contact your Firm's Group AdminIAR CE is only available if your organization contracts with Kitces.com for the credit. Please contact your firm's group administrator to enable this feature. If you do not know who your group administrator is you…
By Dr. Jim Dahle, WCI Founder The American relationship with France has been complicated over the centuries. We fought against them in the mid-18th century during the Seven Years' War (known as the French and Indian War in North America). A…
I was recently re-reading an older book, The Money Game, by “Adam Smith”, and I came across a very poignant passage that I thought I should share. This book was written in 1967, and it is a very interesting take on…
× Please contact your Firm's Group AdminIAR CE is only available if your organization contracts with Kitces.com for the credit. Please contact your firm's group administrator to enable this feature. If you do not know who your group administrator is you…
× Please contact your Firm's Group AdminIAR CE is only available if your organization contracts with Kitces.com for the credit. Please contact your firm's group administrator to enable this feature. If you do not know who your group administrator is you…
× Please contact your Firm's Group AdminIAR CE is only available if your organization contracts with Kitces.com for the credit. Please contact your firm's group administrator to enable this feature. If you do not know who your group administrator is you…
Now that I'm in contract to buy a home with contingencies, I've been wrestling with my emotions on whether buying a new home is a good idea. Perhaps you've also become emotionally attached to your existing home and are questioning your…
By Dr. Jim Dahle, WCI Founder It is widely recommended in the financial world that you prioritize your retirement savings over college savings for your children. I agree with this advice. Yet, I run into people all the time who are…
By Josh Katzowitz, WCI Content Director If you ever find yourself working in the publishing business, you’ll quickly learn that no matter how well-conceived, well-researched, and well-written your pieces are, somebody is going to hate them. Even the most innocuous subjects…
By Dr. Jim Dahle, WCI Founder In life, the greatest rewards often go to those who are willing to do what others are not. Here's a good example of what I'm talking about. A Trip to the Top of Wyoming When…
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Your estate plan is the comprehensive guide to your wealth and property when you pass away or become incapacitated physically or mentally. Whenever you experience big life changes – marriage, divorce, buying a home, death of a loved one, birth of…
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Bob Elliott, Ben Carlson, and Downtown Josh Brown discuss Bob’s time running money at Bridgewater, CPI, global macro, the labor market, why hedge funds are typically bearish,…
With the tragic fire that occurred in Lahaina, Maui, it's important to review your home insurance policy and understand what it does and does not cover. You also need to have contingency plans in case your house burns down. If you…
By David Arnold, Guest Writer My spouse is a physician and recently started her own practice. After a few months, a CPA advised us that it was time to explore starting a 401(k) for the practice. The CPA firm recommended a…
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Today, we are answering your questions about 529 accounts. We talk about what a reasonable amount to put in a 529 is and what to do if you overfund it. We discuss if it is complicated to have multiple 529 accounts,…
Photo credit: jb (In case you are confused by the headline: a principle is a rule, and pollex is an obscure term for thumb. We’re talking about Rules of Thumb.) In this installment of the Principles of Pollex, we address a…
If you or your spouse are rich, consider creating a trust fund job. This way, you'll gain more status, stay relevant, and deflect suspicions that you are an unproductive member of society. The older I've gotten, the more I realize there…
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By Dr. Jim Dahle, WCI Founder Here's a question that I've gotten in the past: “I feel like I’m paying more in tax than most of the other doctors I know. What am I doing wrong?” Answer: As a general rule,…
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►A Textbook Buyable Dip – “Developing as a Textbook Seasonal…
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Dear Donors,
We hope this message finds you in good health and high spirits. We are reaching out to you today with a heartfelt appeal for your support in sustaining our health practice. Over the past two decades, our firm has been dedicated to providing specialized care to those in need, and now we turn to you, our valued community, to help us continue this noble mission.
Since our establishment in 2003, our practitioner, a seasoned researcher, teacher, and healer, has devoted over 30 years of his life to serving individuals who have experienced the unimaginable. His journey began by offering care to people returning from conflict zones, wars, natural and man-made disasters, and those who have been victims of torture. Through his expertise, he has been able to alleviate the physical and emotional burdens that these individuals carry.
Our practitioner’s specialization lies in the treatment of psychotrauma and Post-Traumatic Stress Disorder (PTSD), understanding the profound impact they have on health and life, not only for the individuals directly affected but also for their loved ones. Additionally, he has dedicated himself to providing long-term support for those battling physical and mental injuries, cancerous pathologies, genetic diseases, and other challenging conditions.
Through his unwavering commitment, he has helped and cared for several thousand people who were in desperate need, enabling them to not only survive but thrive. For those who lacked financial means, he has always offered care free of charge, allowing them to receive the support they needed, regardless of their circumstances. Those who could afford it were encouraged to contribute what they could, fostering a sense of community and shared responsibility.
The impact of our practitioner’s work cannot be overstated. Lives have been saved, hope has been restored, and the journey towards healing has been made possible for countless individuals. However, we find ourselves at a critical juncture where we urgently need your help and support to ensure the continuity of our services.
By making a donation to our health practice, you will directly contribute to the well-being and transformation of lives. Your generosity will empower us to continue providing essential care, support, and treatment to those who are most vulnerable. Your contribution will help us acquire the necessary resources, develop innovative therapies, and expand our reach to make a lasting impact on the lives of individuals and communities in need.
Join us in making a difference today. Your support will not only sustain our practice but also enable us to extend our services to those who might otherwise go without the care they desperately require. Together, we can create a brighter, healthier future for all.
To make a donation, please visit our donation page. Every contribution, no matter the size, makes a significant difference in the lives of those we serve.
Thank you for considering our appeal and for your compassion in supporting our health practice. Together, we can continue to save lives and inspire hope.
With deepest gratitude,
Yan A. Reichlen de Meldegg
Practitioner in Neusopsychology
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