About

I am a non-financial professional (a physician). After surfing the web for information on investing, I decided to organize everything I found into one readable, concise source.

This site explores the style of investing suitable for non-financial business professionals. For instance, physicians, lawyers and engineers can get investment advice here. The strategies discussed on this website are based on the following principles:

  • Capital preservation - we all work very hard for our money. Just because investing involves risk and we must accept it if we want strong returns, does not mean we cannot minimize the risk as much as we can.
  • Small time commitment - we all must do our research before buying securities. However, since our schedule is so intensive, we cannot spend time every day monitoring our investments. Therefore, the strategies outlined here focus on intermediate and long-term ownership of securities. Not only does this minimize the time necessary to monitor investments, it also minimizes the tax consequences and transaction costs.
  • Tax efficiency - many of us are in a relatively high tax bracket. This website focuses on the strategies that keep the tax bills low while maximizing returns.
  • Low volatility - while it is acceptable for the value of an investment to fluctuate, most people tend to sleep better knowing that they are not likely to see large losses, even if they are temporary. this site focuses on decreasing the fluctuations of an investment portfolio, so that the cash is available to an investor even during market downturns.
  • Maximum return - while this implies greater risk, the goal of this website is to discover potentially profitable investments with as low an associated risk as possible.
  • Ease of administration - investments should make life easier, not more difficult. Therefore, this website will provide advice about structuring investments such that they are easy to control and adjust.

With this in mind, I begin. I hope the information you find on this website makes you rich.

 

Any and all advice contained on this website represents an opinion of the author. Please, always do your own research and due diligence before making any investment decisions.