financial house – MD Update

Where Do We Go from Here?

December 1, 2020December 1, 2020 Scott Neal -contribution limit, 70½, B., Biden, Biden victory, calendar move, Care act, catch-up limit, contribution, COVID, Dr. Woody Brock, duration of the market, employer 's match, entire employer 's match, entire final paycheck, financial house, firm 's sale, FOMO, free money, inherited IRAs, interest rate, IRA, IRA contribution, K., late market move, let 's keep, minimum amount necessary, owner of inherited IRAs, paycheck, plan administrator, polarized electorate, prospect of future earnings, QCD, required minimum distribution, RMD, RMD wrinkle, RMDs, Roth contribution, Roth IRA, Scott Neal, smart folk, steep sell-off, stock, stock market, tax year, tax-year contribution, tortuous decline, traditional IRA, trap of FOMO, upward bias, v-shaped recovery, wall street analyst, wash sale, year-end

For the nation, 2020 has been one of the most difficult years in memory. We are grappling with COVID and

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Summer Reading

April 1, 2014 Scott Neal advisor, author of the behavior gap, behavior gap, behavioral mistake, Carl Richards, CEO of united capital, coat investor, died-in-the-wool, doctor 's guide, Dr. James M. Dahle, Duran, endogenous risk, experienced advisor, fair shake 's on wall street, financial house, financial solution, good financial decision, good process, great deal of satisfaction, great value, grind of medicine, help physician, illustration of Carl Richards, insurance company intervention, investment, Joe Duran, M., M. Dahle, maintenance of a set-it-and-forget-it portfolio policy, modern portfolio theorist, money code, money secret, Mordecai Kurz, Mordecai Kurz of Stanford university, physician, policy portfolio, portfolio, portfolio theorist, Reading, recent scholarship of endogenous risk, Richards 's material, Scott Neal, tone of surrender, tough choice, united capital, white coat investor, year-old physician

This week I heard a 47 year-old physician, who is not our client, say that he believed he would be

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