Physician Advising Quote #83

“Equally important to what asset classes you chose are the nuts and bolts of your portfolio locations (taxable or tax-advantaged).”
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.