portfolio management

Episode 249: Is Direct Indexing Really All It’s Cracked Up To Be?

Curious about how to make the most of your investments? In this episode, I’m excited to share a recent chat I had with Dr. Jimmy Turner on the Money Meets Medicine podcast. We dive into the world of direct indexing, a powerful portfolio management tool that’s... read more

Episode 216: Asking Advisors The Right Questions In Investment Performance

Podcasts

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... read more