I went undercover: the truth about “free” financial seminars for doctors

I'm not one to pick a fight, but when good people are being taken advantage of, I'm also not one to sit around and let it happen. I'm quite comfortable managing our family's investments and have been doing so successfully for years. But a lot of doctors aren't and they're looking for help. When a professional-looking email arrives in your…

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Lessons from the COVID crash and recovery

Success is not the result of knowledge, talent, or even skill. These things help, to be sure, but the most important determinant of achievement is step-by-step improvement. It doesn’t matter how many times you fail, as long as you take those lessons and get back to it. It doesn’t matter if you start clueless and awkward as long as you…

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One of my biggest mistakes: how confirmation bias kills investments

About a year after the last big stock market crash in 2009, I got it in my head that we were all in for a “double dip” and that the second crash was not only imminent but that it would be worse than the first.  After all, this had happened before: the infamous stock market rout of 1929 was only…

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