Financial Advisors - The White Coat Investor Forum - Investing & Personal Finance for Doctors

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Closed, Sticky: Best of the Website- Financial Advisors by The White Coat Investor Started by The White Coat Investor, 01-04-2016, 02:40 AM	0 responses 381 views 0 likes	Last Post by The White Coat Investor 01-04-2016, 02:40 AM
CPA fees by Homer Simpson Started by Homer Simpson, 12-11-2019, 08:49 AM	2 responses 309 views 0 likes	Last Post by DavidGlennCPA 12-11-2019, 10:03 AM
Need advice helping parent move funds from Financial Advisor (American Funds) by Yowza Started by Yowza, 08-25-2019, 09:23 AM	46 responses 405 views 0 likes	Last Post by 10-27-2019, 08:22 PM
529 and VA Education Benefits for Children by iama3905 Started by iama3905, 10-15-2019, 11:55 PM	4 responses 81 views 0 likes	Last Post by DCdoc 10-16-2019, 03:59 AM
need help for potential job abroad by Dr_Dubai Started by Dr_Dubai, 09-24-2019, 02:32 AM	2 responses 61 views 0 likes	Last Post by Sean 09-24-2019, 11:38 AM
College Scholarships - Apply for financial aid? by StarTrekDoc Started by StarTrekDoc, 08-29-2019, 01:12 PM	3 responses 78 views 0 likes	Last Post by 08-29-2019, 03:29 PM
Does Whole Life ever make sense for high incomes? by molar roller Started by molar roller, 08-01-2019, 09:18 PM	19 responses 331 views 0 likes	Last Post by StarTrekDoc 08-03-2019, 08:54 AM
How to Find an Advisor for a Business Owner Parent? by wdeagle Started by wdeagle, 07-31-2019, 03:10 AM	3 responses 67 views 0 likes	Last Post by jfoxcpacfp 07-31-2019, 09:42 AM
Question for advisors: The Norm? by AZPT Started by AZPT, 07-20-2019, 05:21 AM	37 responses 246 views 0 likes	Last Post by RogueDadMD 07-23-2019, 11:24 PM
The SEC and Wealthfront by Peds Started by Peds, 04-12-2019, 07:37 PM	13 responses 152 views 0 likes	Last Post by Tim 07-17-2019, 09:09 PM
Military spouses residency relief act tax questions by emresidentt Started by emresidentt, 03-18-2019, 02:36 AM	12 responses 216 views 0 likes	Last Post by abc123abc123abc 06-16-2019, 08:47 PM
New grad - Is it worth getting a financial advisor? (Fee only or AUM?) by DDStigers Started by DDStigers, 06-11-2019, 07:15 AM	39 responses 300 views 0 likes	Last Post by ZZZ 06-13-2019, 06:33 AM
Anyone use Finity Group Financial advisors before? Or head anything about them? by ddscook Started by ddscook, 04-11-2016, 10:33 PM	47 responses 2,406 views 0 likes	Last Post by chicagodoc2019 06-09-2019, 12:12 AM
investing by lmk1966 Started by lmk1966, 06-01-2019, 09:14 PM	25 responses 71 views 0 likes	Last Post by Lithium 06-02-2019, 08:21 AM
Altfest vs NW Mutual Financial Advisors by jmfd Started by jmfd, 06-01-2019, 09:09 AM	8 responses 111 views 0 likes	Last Post by Tim 06-01-2019, 08:20 PM
Fee-only financial planner by snowcanyon Started by snowcanyon, 05-29-2019, 10:25 AM	3 responses 186 views 0 likes	Last Post by adventure 05-29-2019, 08:05 PM
Vanguard ETF's by Dr. Who Started by Dr. Who, 05-07-2019, 11:05 AM	3 responses 71 views 0 likes	Last Post by Tim 05-07-2019, 06:57 PM
Edward Jones, FIRE, and friendship by RogueDadMD Started by RogueDadMD, 04-25-2019, 10:28 AM	11 responses 296 views 0 likes	Last Post by childay 04-26-2019, 01:35 AM
Disentangling the mess made by financial adviser by racelari Started by racelari, 04-02-2019, 04:24 AM	41 responses 332 views 0 likes	Last Post by adventure 04-23-2019, 10:43 AM
Meeting with possible fee only Financial Advisorfor third time this week... by Ykcor Started by Ykcor, 03-06-2019, 05:21 AM	27 responses 195 views 0 likes	Last Post by pulpsnatcher 04-14-2019, 12:07 AM
Professional to help Disabled Family Member and Elderly Parents by vinny2016 Started by vinny2016, 04-07-2019, 12:15 PM	5 responses 66 views 0 likes	Last Post by vinny2016 04-12-2019, 04:37 PM
Attorney vs Accountant in Business Entity Formation by reversibleitis20 Started by reversibleitis20, 04-02-2019, 11:17 PM	5 responses 83 views 0 likes	Last Post by reversibleitis20 04-03-2019, 11:25 AM
How to select a Vanguard advisor as a Voyager Select client? by olecranon Started by olecranon, 03-15-2019, 08:43 PM	17 responses 1,974 views 0 likes	Last Post by Tim 03-18-2019, 05:22 AM
Question about back door roth by tripdout0 Started by tripdout0, 03-11-2019, 08:32 PM	4 responses 62 views 0 likes	Last Post by DMFA 03-13-2019, 07:21 AM
Taylor schulte/ Define Financial by Rafoush1 Started by Rafoush1, 03-08-2019, 08:38 PM	2 responses 58 views 0 likes	Last Post by The White Coat Investor 03-08-2019, 10:41 PM
Life Insurance Review by jjj Started by jjj, 02-06-2019, 08:10 AM	6 responses 55 views 0 likes	Last Post by Scott at MD Financial Services 02-07-2019, 06:27 AM
Personal Capital by btollefson Started by btollefson, 01-09-2019, 09:41 AM	20 responses 236 views 0 likes	Last Post by Kamban 01-13-2019, 12:32 AM
Severing ties with adviser by indiedoc Started by indiedoc, 01-10-2019, 08:45 PM	7 responses 90 views 0 likes	Last Post by MPMD 01-12-2019, 11:53 AM
Timing firing my Financial Advisor by natashaa71 Started by natashaa71, 01-04-2019, 09:20 PM	14 responses 71 views 0 likes	Last Post by momentumstocks 01-12-2019, 01:48 AM
What should I do now by Indest Started by Indest, 01-11-2019, 10:26 PM	6 responses 39 views 0 likes	Last Post by Tim 01-11-2019, 11:51 PM
Is the fiduciary rule dead? by Dusn Started by Dusn, 07-10-2018, 08:31 AM	19 responses 103 views 0 likes	Last Post by Tim 01-10-2019, 10:14 PM
Any reason to keep my FA? by MDInsect Started by MDInsect, 01-02-2019, 12:22 AM	8 responses 57 views 0 likes	Last Post by The White Coat Investor 01-04-2019, 05:16 AM
hire financial advisor by rserrano20 Started by rserrano20, 12-31-2018, 03:19 AM	16 responses 103 views 0 likes	Last Post by Peds 12-31-2018, 11:41 PM
Tax Loss Harvest/ Wash Sale while dollar cost averaging by Red Ash Started by Red Ash, 10-17-2018, 08:15 PM	9 responses 1,021 views 0 likes	Last Post by Larry Ragman 12-26-2018, 02:03 AM
personal capital by Drop it into MD Started by Drop it into MD, 12-07-2018, 05:51 AM	25 responses 477 views 0 likes	Last Post by Drop it into MD 12-22-2018, 01:04 AM
Trustworthy planner/insurance person in StL area? by RogueDadMD Started by RogueDadMD, 12-18-2018, 09:33 AM	2 responses 45 views 0 likes	Last Post by Allixi 12-19-2018, 07:36 PM
Closed: ?Hire a fee-based FA temporarily for less than fee-only by Snag75 Started by Snag75, 12-10-2018, 02:11 PM	80 responses 170 views 0 likes	Last Post by jacoavlu 12-16-2018, 04:58 AM
Pension by Red Ash Started by Red Ash, 12-03-2018, 11:49 AM	6 responses 122 views 0 likes	Last Post by Red Ash 12-08-2018, 04:26 AM
Lucy's Question - Need help moving from NML advisor by The White Coat Investor Started by The White Coat Investor, 11-20-2018, 08:31 PM	17 responses 76 views 0 likes	Last Post by LBKCLU 11-24-2018, 05:20 AM
Should I keep my Financial Advisor? by NerdyNeurologist Started by NerdyNeurologist, 10-21-2018, 08:02 PM	21 responses 102 views 0 likes	Last Post by NerdyNeurologist 11-23-2018, 04:51 AM
Firing My Financial Advisor by NocturnalMD Started by NocturnalMD, 11-09-2018, 01:27 PM	6 responses 46 views 0 likes	Last Post by Physicians Capital Management LLC 11-22-2018, 08:18 AM
Are Financial Advisors Giving Bad Financial Guidance? by The Physician Philosopher Started by The Physician Philosopher, 11-11-2018, 03:56 AM	25 responses 62 views 0 likes	Last Post by jfoxcpacfp 11-12-2018, 10:36 PM
The financial advisor who uses a financial advisor by RogueDadMD Started by RogueDadMD, 11-10-2018, 09:30 PM	35 responses 135 views 0 likes	Last Post by RogueDadMD 11-12-2018, 01:15 AM
financial advisor in residency by wideopenspaces Started by wideopenspaces, 11-07-2018, 05:55 AM	18 responses 75 views 0 likes	Last Post by wideopenspaces 11-08-2018, 02:30 AM
401k vs IRA by Ninersfan Started by Ninersfan, 10-19-2018, 02:22 AM	11 responses 94 views 0 likes	Last Post by Peds 10-19-2018, 10:11 PM
Texas Financial Advisor? by MSooner Started by MSooner, 12-31-2016, 01:08 PM	15 responses 82 views 0 likes	Last Post by jfoxcpacfp 10-18-2018, 02:13 AM
Looking for financial advisor, solo practice vs large group by chrono Started by chrono, 10-02-2018, 03:19 AM	4 responses 183 views 0 likes	Last Post by jfoxcpacfp 10-02-2018, 05:44 AM
I'd appreciate your quick vote, esp. if you're an anesthesiologist! by JustinQP Started by JustinQP, 09-29-2018, 05:16 AM	14 responses 35 views 0 likes	Last Post by AlexxT 09-30-2018, 09:53 AM
Fee only financial advisor in Chicago by csbest Started by csbest, 09-22-2018, 04:05 AM	12 responses 47 views 0 likes	Last Post by ajm184 09-24-2018, 12:51 AM
S Corp(LLC) vs D/B/A by sbtexas Started by sbtexas, 09-21-2018, 12:05 AM	3 responses 31 views 0 likes	Last Post by DMFA 09-21-2018, 04:35 AM
Why are Insurance Salesmen allowed again? by Peds Started by Peds, 09-12-2018, 02:40 AM	32 responses 77 views 0 likes	Last Post by ajm184 09-12-2018, 09:39 PM

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