Business
This is part 2 of the lively debate between Rick Ferri and Paul Merriman where we continue the discussion on the pros and cons of factor investing. See part 1 here https://www.whitecoatinvestor.com/rick-ferri-versus-paul-merriman-on-factor-investing-podcast-169/ They both are just a wealth of information and experience, plus their humility makes it all the more impressive in how much you can learn from them. It is fun to have a little bit of back and forth between them as they talk to each other about how they really feel about tilting your portfolio. We also delve into the 40 pages of questions that you sent into ask these men, talking about investing in gold, what to do about low bond returns, preferred stocks, and what they would do differently in their investing career if they could go back and do it again. Sponsor COVID has sent your finances into a tailspin. However there is a silver lining to the pandemic. It’s an amazing opportunity to take advantage of the change in your income or to start that new practice through PROACTIVE tax planning. As the spouse of a physician, Alexis Gallati has over 18 years of experience using the tax code to her advantage to keep more of what you earn. She began Cerebral http://www.cerebraltaxadvisors.com to help docs have a clear path to success through tax efficiency while eliminating surprises. Her services are flat rate and she will show you the return on investment before you invest in Cerebral’s services. If you’d like to find out more, visit Cerebral Tax Advisors or check out Alexis’ new book: “Advanced Tax Planning for Medical Professionals” on Amazon.