Search Results for : index funds

Here’s the Finance Fridays Roadmap: So pour some coffee, sit back, relax and click on some of these links: Stock Photo From: Pixabay I don’t know anything about Finance and Investing: Talking the Talk Priorities Part One, Part Two, and Part Three The Philosophy Ok, I’m beginning to understand now… what else you got? Compound Interest Index Funds The Biggest Mistake of Your Life More commentary on Index Funds (passive) versus Actively Managed Funds: Could Index Funds […]

Finance Fridays Roadmap #illumedati

This entry was posted in Finance Fridays on October 28, 2016 by Sensei

My previous posts about 529s were Finance Fridays posts which can be found here: What is a 529? Choosing a 529 Wait… but today is Whatever Wednesdays… Why are we talking about 529s? Well, you see a colleague and I mine were talking about them yesterday, and I felt it was good discussion. It also helped me to understand how people may view 529s. While its benefits seems “obvious” to me, it is less obvious […]

Let’s Talk About 529s

This entry was posted in Attending Finance Medical Student Residency Whatever Wednesdays on September 28, 2016 by Sensei

Ok, we’ve gone through a bunch of the finance, investing and retirement topics in my prior posts. We now have enough information to start talking about how to plan for your own retirement. If you haven’t read them yet, I would advise you to go through the Finance Fridays posts and read most, if not all of them before reading this post. It’s a lot of reading, but really you need that background in order […]

Retiring Early

This entry was posted in Attending Finance Finance Fridays Medical Student Residency Retirement on August 12, 2016 by Sensei

In my previous posts in this series, I talked about Portfolio Types, TIPS and REITs, and Approximating a Portfolio. Now that we have discussed different types of Asset Allocation and you know about Talking the Talk I want to discuss a more advanced portfolio. This is the Coffeehouse Portfolio, created by Bill Schultheis, also known as The Coffeehouse Investor. Amazon Link (I have no financial relationship with Bill Schultheis or Amazon.) What is a Coffeehouse Portfolio? One of the […]

Coffeehouse Portfolio

This entry was posted in Attending Finance Finance Fridays Investing Medical Student Residency on August 5, 2016 by Sensei

So in my last post, TIPS and REITs I discussed a few alternate portfolio options. I then went on to discuss how because I am part of Thrift Savings Plan, there is no exact approximation for my portfolio of choice which is Taylor Larimore’s Three Fund Lazy Portfolio. However, not everyone will have access to these exact funds. In fact, I would guess the majority of you won’t have these exact funds available to you in […]