Sharing my journey to financial well-being…genuinely, transparently, one step at a time…
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Dollar Cost Averaging or Lump Sum Investing: Which is Better?
This is actually a fairly common question that I get asked regarding my philosophy as well as my own investing habits. And I'm always kind…
Sorta Random Sunday: Don't Talk About It Before You Do It
One of the hardest things to do in life is to take action. Which is why most people end up doing a whole lot more…
Automated Direct Indexing: A Personalized Investment Strategy for Physicians
As physicians, our financial journeys are unique—marked by years of education, high earning potential, and complex tax considerations. Traditional investment vehicles like mutual funds and ETFs…
PhREI Network Roundup 7-17-25: Ending Needle Pain
As you know, as part of the PhREI network, we decided to start a weekly roundup to share new activity from across the network. Enjoy! The…
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