Jim Dahle

3 weeks ago | whitecoatinvestor.com | Jim Dahle |Josh Katzowitz

[EDITOR'S NOTE: Physicians train for more than a decade to learn everything they need to know for their careers. But financial literacy was not part of the curriculum. That’s where The White Coat Investor comes in. We know a high income by itself will not lead you to the rich life you want, and that’s why we offer a FREE email series called WCI 101 that reviews the basics. If you feel overwhelmed with learning about finances, these emails will break it down for you in bite-sized chunks.

2 months ago | whitecoatinvestor.com | Jim Dahle |DLP Capital |MLG Capital

By Dr. Jim Dahle, WCI Founder2024, like 2023, was a pretty good year to be an investor. Just about anything you invested in made at least a little money, and if you invested in the “right” things, you made a lot of money. It's been decades (the late '90s) since the S&P 500 had 23%+ returns two years in a row like it did in 2023 and 2024. Each year, I try to discuss the investment returns our portfolio saw for both transparency and educational purposes.

2 months ago | whitecoatinvestor.com | Jim Dahle |DLP Capital |MLG Capital

By Dr. Jim Dahle, WCI FounderThere is a spectrum of methods to invest in real estate. All of the methods on the spectrum are reasonable. What is most critical for a real estate investor is to match their desires and abilities to the proper place on the spectrum seen below. If you're really not interested in getting your hands dirty or have little investing or even real estate ownership experience, you have no business on the left side of the spectrum.

Jan 19, 2025 | whitecoatinvestor.com | Jim Dahle

By Dr. Jim Dahle, WCI FounderHow much money you end up with eventually is a relatively simple math problem. There are just four variables:How much you have nowHow much you save each yearHow many years you save for, andYour investment return. The first you cannot change. Improving the second and third involves additional pain—i.e. cutting your lifestyle, working harder, or working longer.

Jan 18, 2025 | whitecoatinvestor.com | Jim Dahle

By Dr. Jim Dahle, WCI FounderToday, we're going to talk about your kids and some of the fun ways they can save you some money on your taxes. Don't have kids thinking you'll save money, of course. You won't. But if you have kids, you should probably be aware of the content of this post. Child Tax Exemptions You used to get exemptions for your kids. In 2018, Congress dumped them in exchange for higher standard deductions.