Diversified

Physician Advising Quote #309

Physician Advising Quote #309

“Someone with a physician (or dentist) level of income can free themselves from their practice in just a decade or two by simply controlling their lifestyle, saving a bunch of money, and investing it in some low-cost, broadly diversified index funds, both inside and outside retirement accounts.” - Jim Dahle, M.D.



Joe Matelich founded Physician Advising to bring physician-specific financial advice to his wife's colleagues at a fair price. Loan analysis (free), D.I.Y. picture-book (free), account aggregation (trial), & comprehensive post-residency or residency advice.


General observations only. Does not constitute tax, legal, or investment advice.  Full disclaimer.

Physician Advising Quote #283

Physician Advising Quote #283

“I prefer to manage my own investments with a broadly diversified portfolio consisting primarily of low-cost index funds.” - Scott Moore, D.O.



Joe Matelich founded Physician Advising to bring physician-specific financial advice to his wife's colleagues at a fair price. Loan analysis (free), D.I.Y. picture-book (free), account aggregation (trial), & comprehensive post-residency or residency advice.


General observations only. Does not constitute tax, legal, or investment advice.  Full disclaimer.

Physician Advising Quote #234

Physician Advising Quote #234

“All investors should avoid nonsystematic risk–that is, the risk of not being properly diversified.” - William Bernstein, M.D.



Joe Matelich founded Physician Advising to bring physician-specific financial advice to his wife's colleagues at a fair price. Loan analysis (free), D.I.Y. picture-book (free), account aggregation (trial), & comprehensive post-residency or residency advice.


General observations only. Does not constitute tax, legal, or investment advice.  Full disclaimer.

Physician Advising Quote #158

Physician Advising Quote #158

“Okay, you got the message and you’re looking for an appropriately risky mix of low-cost, passively-managed, broadly diversified index mutual funds mostly from Vanguard. But then you go to the Vanguard site and it’s overwhelming.” - Jim Dahle, M.D.



Joe Matelich founded Physician Advising to bring physician-specific financial advice to his wife's colleagues at a fair price. Loan analysis (free), D.I.Y. picture-book (free), account aggregation (trial), & comprehensive post-residency or residency advice.


General observations only. Does not constitute tax, legal, or investment advice.  Full disclaimer.