Investing

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a person typing on a computer keyboard with the words etf vs mutual funds pros and cons
ETF vs Mutual Funds Pros and Cons | White Coat Investor
Do you prefer ETFs or mutual funds? ETFs are great, but so are mutual funds. What are the pros and cons? Choosing the right funds depends mostly on cost and convenience. #physician #investing #indexfunds #ETFs #portfoliodesign #mutualfunds #wci
a house with a stethoscope next to it and the words 5 rules for evaluating a rental property investment
How to Evaluate a Rental Property Investment | White Coat Investor
Do you want to starting investing in direct real estate? Before you buy an investment property, you should run a few numbers to make sure it will be a profitable investment. Here's what to know. #physician #realestateinvesting #realestate #investing #rentalproperty #passiveincome #rentals #wci
a lake with trees and mountains in the background that says, pflf, insurance, and bonds
PSLF, Insurance, and Bonds | White Coat Investor
Answering reader questions about Public Service Loan Forgiveness, looking for disability insurance as a resident, and what role bonds should play in your retirement. #physician #studentloans #studentloandebt #studentloanforgiveness #PSLF #bondladder #bonds #retirement #retirementplanning #disabilityinsurance #podcast #wci
a man is looking in the rear view mirror
Past Performance Is Not Indicative of Future Results | White Coat Investor
Why do so many people invest while looking in the rear-view mirror? A new investor might not understand that looking at a fund's past performance doesn't mean it'll have similar future returns. Here's why. #physician #investing #investments #portfoliodesign #assetallocation #financialeducation #wci
a person typing on a computer keyboard with the words re balancing your investment portfolio back to basics
Rebalance Your Investment Portfolio [How & When] | White Coat Investor
Wondering about rebalancing your portfolio? Let's talk about a few important things about rebalancing, such as the why, when, and how. #physician #portfolio #assetallocation #portfoliodesign #rebalancing #investing #investments #wci
a mountain with the words, rollovers, ruth and investing in front of it
Rollovers, Roth, and Investing | White Coat Investor
On this episode Dr. Dahle answers reader questions about the Mega Backdoor Roth, the regular Backdoor Roth IRA, and IRA rollovers. We also talk about high-yield dividend funds and answer a question about asset allocation and asset location. #physician #investing #roth #rothira #megabackdoorrothira #retirementaccounts #wci
a laptop computer sitting on top of a wooden table next to a calculator
The Foreign Tax Credit | White Coat Investor
Do you qualify to take this credit? Figuring out the foreign tax credit isn't as easy as you might hope. Here are some step-by-step instructions that should help. #physician #investing #incometax #capitalgains #capitalgainstax #taxes #taxcredit #foreigntaxcredit #internationalstocks #wci
the white coat inventor's 11 most controversial teachings
The White Coat Investor's 11 Most Controversial Teachings | White Coat Investor
Let's go go over some of the more controversial pieces of advice WCI gives, the things that people disagree with us about the most. Which of these do you hate? #physician #investing #personalfinance #financialeducation #financialiteracy #wci
a laptop computer sitting on top of a desk covered in paperwork and papers with the words what's the difference between mutual fund, index funds, & etfs?
What's the Difference Between Mutual Funds, Index Funds, and ETFs? | White Coat Investor
What's the difference between Mutual Funds, Index Funds, and ETFs? Every white coat investor needs to understand the basics of mutual funds. They are, and should be, the mainstay of investing. #physician #investing #investments #indexfunds #mutualfunds #etfs #wci
a blue sign that says due dilnce on real estate details with mountains in the background
Due Diligence on Real Estate Deals | White Coat Investor
This week on the podcast, Dr. Dahle answers questions about how to know if a real estate deal is too good to be true, the importance of doing thorough due diligence before investing in any real estate deal, and whether all-in-one loans for mortgages can work for you. #physician #realestateinvesting #realestate #investing #passiveincome #mortgages #annuities #podcast #wci
steps with the words step - up in basics what you need to know on them
Step Up in Basis — What You Need to Know | White Coat Investor
The step-up in basis at death is a critical financial concept for you to understand. It affects investing, estate planning and asset protection. #physician #investing #inheritance #estateplanning #assetprotection #taxplanning #investmentbasis #capitalgainstaxes #wci
Have you tried doing any tax-loss harvesting lately? It's amazing all of the different ways people can screw up tax-loss harvesting. Let's outline a few mistakes to help others avoid them.
#physician #taxes #taxlossharvesting #capitalgains #taxplanning #investing #investments #wci Value Stocks, Bear Market, Screwed Up, Screw, Stock Market, Helping Others
13 Ways to Screw Up Tax-Loss Harvesting | White Coat Investor
Have you tried doing any tax-loss harvesting lately? It's amazing all of the different ways people can screw up tax-loss harvesting. Let's outline a few mistakes to help others avoid them. #physician #taxes #taxlossharvesting #capitalgains #taxplanning #investing #investments #wci
a calculator with the words how to calculate dollar - weighted return formula in excel
Dollar-Weighted Return Formula – The Excel XIRR Function | White Coat Investor
Do you know how to calculate your investment return accurately? Use XIRR. This demonstration shows you how and includes spreadsheets. #physician #investing #financialeducation #portfoliomanagement #investmentreturns #wci
a person sitting at a table with a notebook and pen in front of them that reads simplily, simply, simity - real life dillemmas
Simplifying Your Financial Life | White Coat Investor
What are you doing to make your finances less complicated? Simplifying your financial life is hard. Here are 16 real-life dilemmas where I'm trying to figure out how I can erase portfolio complexity. #physician #personalfinance #investing #physiciansfinances #investments #investingportfolio #wci
the words get rich as a millionaire with both conversations on top of a mountain
Get Rich Fast as a Millionaire with Roth Conversions
Answering reader questions with WCI friend and Roth IRA expert, Chris Davin, where we talk about when to choose Roth and why, Roth and tax-planning considerations, and using Roth as an independent contractor. #physician #investing #rothira #rothconversions #rothcontributions #podcast #retirementplanning #wci