This is a question we’ve been fielding for at least a decade now as Exchange Traded Funds (ETFs) have risen in popularity and quantity (over 7,500 globally!). They are as widely available as mutual funds now and are much more frequently advertised. To a long-term investor, however, the differences...
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The stock market is hitting new all-time highs and with that I’ve noticed increased nervousness amongst investors. This is a welcome change—as Warren Buffet once said, “Be fearful when others are greedy, and be greedy when others are fearful.” Nevertheless, it’s a good reminder for us to t...
Prior to GameStop and Reddit hitting the financial news last week, Bitcoin was the hot topic. Yes, Bitcoin is back in the news as it briefly traded near $42,000 per coin! To put that in perspective, one coin was worth closer to $400 five years ago. Anytime you get movement like that in an asset, [&h...
If you’ve followed the financial news at all this week, you’ve surely read stories about the meteoric rise in GameStop’s price. It’s been a long while since I’ve seen this much discussion about one stock, so let’s get into it. What’s Going On? GameStop, as you likely know, if you...
What a year that was! I don’t think I’ll get any objections in saying that was the most—I’ll be charitable here—unique of my 37 years on this Earth. I was even able to add several job titles to my resume: amateur epidemiologist, kindergarten teacher, and amateur political scientist. I can ...
During the course of my professional career, as a primary care physician and now as a wealth advisor, the intersection of wealth, health and happiness has always interested me. Happiness is such a complex concept, as the pieces of the puzzle are unique to each of us. Below are a few principles I try...
Sitting down to write this blogpost, I wondered if I was up to the task of finding something useful that we can take away from 2020, a year we’ll all be glad to “kick to the curb,” as a friend has said. The greater themes of this year—the pandemic, the poli...
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