Investing 101 for Doctors
How to Invest Wisely and Still Sleep at Night

When a doctor turned businessman and investor collaborates with an ex-Goldman Sachs financial whiz to write a manual about investing, it becomes a must read for doctors at all stages of their careers.

You are intelligent, well-educated, hard-working, and conscientious professionals. You put in years of training after college and deserve to reap the benefits of your efforts. But if you’re like most doctors, you’ve never been exposed to the business side of your career nor ever learned how to invest your money.

This book takes the mystique out of investing and helps you

In this book, you will learn

Financial Survey

Do you consider yourself a good businessman or businesswoman?

Have you ever received any formal training in investing?

Do you feel comfortable investing your own money?

Do you have a Financial Plan that you follow?

Do you document the value of your investments on a regular basis?

Do you know how much you and your family spend each year?

Do you regularly deposit money into your personal investment accounts?

Are all your assets invested in high risk situations?

Do you have a retirement plan (e.g., IRA) to which you contribute each year?

Do you fund your 401 (k) retirement plan to its maximum every year?

If you took out student loans, are they all paid off?

Are each of your children’s accounts fully funded for their educational needs?

Do you feel comfortable buying stocks?

Do you feel comfortable buying bonds?

Do you feel comfortable buying real estate (including REITs & partnerships)?

Do you feel comfortable buying limited partnerships?

Do you feel comfortable buying annuities?

Do you feel comfortable buying hedge funds?

Are all your assets properly protected against potential law suits?

Are all your credit card debts paid off?

Do you track your income-producing investments for total passive income?

Do you have enough money saved or invested for your retirement?

Have you completed and updated your estate plan?

Do you have a written list of all your financial advisers, consultants, and professionals?

Does your money manager compare yearly performance to your agreed upon benchmarks?