Physician Advising Quote #157

“The wise investor will take advantage of lower long-term capital-gain tax rates, qualified dividend tax rates, tax-loss harvesting opportunities, charitable donations, and the step-up in basis at death.”
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.