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Blog | The Portfolio Doctor

The Portfolio Doctor

My blog provides valuable insights into Nobel Prize-winning financial strategies for investors. By utilizing decades of worldwide peer-reviewed capital markets research and analysis, I demonstrate how to build better investment portfolios with lower risks. I also examine common financial media misinformation and how investors can make better financial decisions.

Tim Bock Featured on Investopedia: How to Raise Financially Savvy Children

Good financial decision making starts in childhood and follows you through adolescence, college and into your adult life. Parents who teach their children the fundamentals of money management, budgeting and making prudent financial choices are providing them with a sound financial foundation.

However, teaching money skills early in life can often fall by the wayside because it is not exactly exciting. The disadvantage to this is that by the time kids are starting to make their own financial choices, they have not been given the tools to avoid mistakes and weigh their options responsibly. One of the most impactful ways to encourage informed financial decisions is to lead by example.

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10 Big Tax Mistakes That Can Lead to an Audit

The chart below demonstrates a sharp decline in the number of audits since 2010. The IRS audits only 0.5% of all returns as of 2017. That being said, that is still nearly 1 million taxpayers that may face the dreaded audit this coming tax year With that in mind, here is a list of red flags that may draw the attention of the IRS to examining your tax return.

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Dimensional Fund Advisors Named Most Recommended Asset Manager by Advisor Perspectives’ Advisors Choice™ Awards

When it comes to choosing to work with asset managers on behalf of our clients there is no shortage of options. There is Schwab, AQR, American Funds, Vanguard, BlackRock and the list goes on. We have, for a long time, chosen Dimensional Fund Advisors as our primary asset manager for the funds we choose for our clients. The philosophy that they use is evidence-based investing. The choices that they make are backed by decades of research from Nobel Laureates and financial science. To us, this approach to investing just makes logical sense.

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Is Your Investing Strategy Really a Strategy?

SPECULATION, RISK, AND A LONG-TERM PLAN FOR BUYING AND SELLING SECURITIES

Many people are hesitant to invest heavily in the stock market because they consider it similar to gambling or taking too much of a risk with their hard-earned money. With volatility on the rise in our current climate, more investors are pausing to consider the risk they are taking with their investments and whether they should be so bold.

The idea of losing more than they can afford to in advance of their retirement weighs heavier on them than the possibility of capitalizing on the money they invest. Sadly, this type of behavioral bias--fear and herd mentality--can do more harm than good.

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Preparing Essential Documents Before Your Child Goes off to College

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Preparing for college is exciting and expensive. Any parent who has painstakingly spent hours in Target and Bed Bath and Beyond finding the perfect dorm sheets, blankets, refrigerator, desk and lamp among the countless other items you’ll likely buy along with those, can tell you that sending a child off to college is not just emotionally draining it is financially draining. While you are making these important purchases to ensure your child is well-prepared and comfortable in her or his new living environment, there are some legal documents that need to be prepped as well.

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