Do You Earn What You Are Worth?
The main purpose of this site is to feature content that helps physicians and other high-income professionals find success, balance,[…]
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Year: 2020
Time for Capital Gains Harvesting From Your Corporation?
Conventional wisdom is to avoid realizing capital gains in order to defer taxation as long as possible. However, there are[…]
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SORR (Seqencing Risk) Reduction Using Cash Flow Strategies
The sequence of returns risk (SORR), or sequencing risk, is the risk that you will be unlucky and have lousy[…]
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Asset Allocation Strategies To Attenuate Sequence of Returns Risk.
In the preceding post, I described the sequence of returns risk – the risk that you will get unlucky around[…]
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Volatility & Risk Part 2: Sequence of Returns Risk
The sequence of returns risk is a mathematical risk that is caused by cashflow and magnified by volatility. It peaks as we approach and shortly after we’ve arrived at our financial destination.
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Volatility and Its Risk To Your Portfolio – Part 1
Managing risk is a key component of successful investing. There is investment risk that we try to mitigate through diversification.[…]
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Tracking Difference: Hidden Cost of ETF Investing or Nothingburger?
I am a proponent of passive index ETF investing. Historical performance supports that view with most active managers trailing the[…]
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Corporate Class Swap ETF Tax Calculator
If further passive income shrinks your SBD faster than a dip in a cold lake, the corporate class ETFs have a major advantage compared to conventional income-generating ones.
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