Senior Resident

△ #illumedati △ – Life After Med School

Investing

Dividend Stocks — Hey everyone, it’s Finance Fridays again. This new series about things “outside the norm” of The Philosophy continues. Since we’ve talked about Taxable Accounts and Being Tax Efficient, it’s now time to start talking about What are Dividend Stocks? What are “Dividend Stocks”? In general, Dividend Stocks are stocks held in companies which are considered financially stable and mature. This usually means they are “large cap”, a market capitalization of more than $10 billion. These stocks […]

What are Dividend Stocks? #illumedati

This entry was posted in Attending Finance Finance Fridays Investing Retirement on August 18, 2017 by Sensei

Efficiency — Hey everyone, it’s Finance Fridays again and I was going to continue with my series outside of the normal “Stick to Index Funds” Philosophy. However, after talking last week about Taxable Accounts, I think it was a good idea to talk about Being Tax Efficient, at least a little bit. What is “Being Tax Efficient”? Well, I alluded to this in my prior post, but because of how different securities are taxed, where you put your […]

Being Tax Efficient #illumedati

This entry was posted in Attending Finance Finance Fridays Investing Medical Student Residency Retirement on August 11, 2017 by Sensei

Taxable Accounts — Hey everyone, it’s Finance Fridays again. Just like I promised I’m going to kick off my new Finance Fridays series talking about Taxable Accounts. Why has it taken you so long to discuss this? It was all on purpose actually. I wanted to make sure before you went down this road, that everyone had already prioritized the other things on The Checklist. While it may seem amazing to some, there are still those who do […]

Taxable Accounts #illumedati

This entry was posted in Attending Finance Finance Fridays Investing Medical Student Residency Retirement on August 4, 2017 by Sensei

Checklist — Hey everyone, it’s Finance Fridays again. I’ve been going through some of my recent posts and realized that they tend to be a little long. For that reason, I wanted to refocus and get back to the basics today, so I’m going to talk about “The Checklist”. What do you mean by refocus? Since every post I write focuses on one topic, it can be easy to forget what the original goal is/was. In a […]

The Checklist #illumedati

This entry was posted in Attending Finance Finance Fridays Investing Medical Student Residency Retirement on July 28, 2017 by Sensei

Hey everyone, it’s Finance Fridays again and I’m going to talk about a topic that comes up just about everywhere. It’s Exchange Traded Funds (ETFs) versus Mutual Funds. This concept may be difficult to understand for new investors, so I wanted to try to make it as easy to understand as possible. As such, I decided it needed a whole post. Stock Photo from: Pixabay So I’ve actually been meaning to write this post for a […]

ETFs versus Mutual Funds #illumedati

This entry was posted in Attending Finance Finance Fridays Investing Medical Student Residency Retirement on July 21, 2017 by Sensei

Hey everyone, it’s Finance Fridays again. My 401k/403b in Residency Series has come to an end, although I may visit it again later. Today we’re going to refocus on the basics and talk about The Kubler Ross Five Stages of Investing. Stock Photo from: Pixabay So, this is my version of the The Kubler Ross 5 Stages of Grief. We all learned about this in medical school, or maybe even during a psychology course in college. […]

The Kubler Ross Five Stages of Investing #illumedati

This entry was posted in Attending Finance Finance Fridays Investing Medical Student Residency on April 21, 2017 by Sensei