Pearls From Attending PIMDCON24

Last week I attended the Real Estate & Entrepreneurship Conference for Physicians, in Dallas, TX. (PIMDCON24). It was great meeting with fellow entrepreneurs in person. Shaking hands and talking face-to-face is so much nicer than meeting on zoom. I was overjoyed by meeting people who have been positively impacted by my writing. It makes me … Read more

Election Anxiety and Your Investments

(Only two weeks left before the Real Estate & Entrepreneurship Conference for Physicians on September 26-28, 2024 in Dallas, Texas. Time is running out to pick up a fun 15 CME credits. Attending the conference virtually may be your best option at this point. I hope to see you there.) With elections on the horizon, … Read more

How Much Do Fee-Only Financial Advisors Typically Charge?

(Today’s guest post comes to you from David Rosenstrock, who is a certified financial planner with an MBA and the Founder of Wharton Wealth Planning, LLC.) Most people want to help ensure that the financial advice they receive is unbiased and truly in their best interest. A financial advisor’s compensation structure can make a significant difference … Read more

Stocks, Bonds, or 5% CDs: What’s Best for You?

(Today’s guest post comes to you from David Rosenstrock, who is a certified financial planner with an MBA and the Founder of Wharton Wealth Planning, LLC.) Editor notes: As interest rates rise and certificates of deposit (CDs) have a reasonable interest rate again, (back to normal) many investors are flocking to buy them. But should the … Read more