Are your investments truly performing to their full potential? In this episode, we delve into the critical aspects of investment and portfolio performance that every physician should consider. We’ll address key questions to ask when evaluating your portfolio’s success or assessing a potential advisor for your stock market investments and more.

Discover why sharing past performance numbers might not tell the whole story, as well as why focusing on a solid investment process and tax optimization strategies can make all the difference in building lasting wealth. Listen in as I provide valuable insights into the world of investment performance, helping you make informed decisions and ensure your financial growth aligns with your goals and aspirations.

What You’ll Learn In Today’s Episode:

  • How to ask the right questions about your investment portfolio.
  • The importance of understanding your investments.
  • How to ensure you’re properly positioned for investment growth.
  • How investors should think about performance.
  • How I define liquidity.

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