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25 Pearls About The Financial Life of Physicians
A lot of my posts dive deep into one particular topic. That can make it tough for someone without a general financial literacy to get much out of my blogging, at least until they’ve read a lot of it....
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Is A Financial Advisor Worth It? Should I Use A Financial Advisor Or Do It...
By Dr. James M. Dahle, WCI Founder I spend a lot of time interacting with financial advisors, helping readers find advisors, addressing issues with their advisors, and evaluating advisors for inclusion...
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How to Fire Your Financial Advisor
By Dr. James M. Dahle, WCI Founder Every week, I get an email from someone who wants to fire their financial advisor. Sometimes they are upset about high fees, bad customer service, or bad advice, but...
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10 Things That Matter Most In Personal Finance
We spend a great deal of time on this blog discussing the minutiae of personal finance and investing. Examples include trying to decrease your portfolio expense ratio by 10 basis points, how much DFA...
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9 Bad Reasons To Hire An Investment Adviser (and 6 Good Ones)
I frequently see articles about why you should hire a financial advisor, especially an asset manager. Recently, OJM, a physician-focused financial advisory firm, sent me a link to a newly-written...
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Why I Won’t Be Your Financial Advisor
Gold Level Scholarship Sponsor I receive multiple requests a month to be somebody's financial advisor. I routinely turn those requests down for a number of reasons that I thought might make for an...
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