Financial Planning Physiology Archives

Robocorp Four Fund Tool: ETF Portfolio Optimization Made Simple

It is common advice for DIY investing beginners to keep it simple. There is an excellent rationale for this. The[…]

It is important to understand the role that the different holdings in your portfolio play. The Robocorp Canadian portfolio building[…]

There are many ways to build a portfolio and multiple factors to consider like risk tolerance, fee drag, diversification, and[…]

Not all bonds are equal for soothing the beast. To achieve the best investing results in the real world, we[…]

Successful investing isn’t just about “the math”. Equities have the best long-term returns and tax treatment. There are some strong[…]

Bonds historically fluctuate in value less (are less volatile) than equities. They also produce interest income which is highly taxed.[…]

This is the third post in a series to help new attending physicians get started off on the right financial[…]

Getting off to a strong financial start as a newly minted attending physician has disproportionately large impacts longer term. In the[…]

The early lifecycle of a physician is rather caterpillar-like. Out of thousands of butterfly-wannabes, very few undergraduate eggs actually hatch[…]

In this post, I describe how you can use a Canadian Controlled Private Corporation (CCPC), such as a Medical Professional[…]