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Strategy Follows Structure

The cover story in January of 1968 for Institutional Asset Management was called The whiz kids take over at Wellington. One of the whiz kids tasked with taking over one of the oldest name brands in the mutual fund business was none other than...

Jumpstart Your Financial Independence at WCICON!

By Dr. James M. Dahle, WCI Founder What will you do in the next year to move toward your financial goals? The Physician Wellness and Financial Literacy Conference (aka WCICON) might be our premier product here at WCI, but it is far more than that....

The DAO of DeFi Index Funds

<!-- --> Posted November 29, 2021 by Ben Carlson Today’s Talk Your Book is presented by Index Coop: We spoke with Mike Taormina from the Index Cooperative about how a DAO is allowing investors to access crypto and DeFi index funds. We discuss: Why so...

Time to Get Serious About Student Loans Again

  By Dr. James M. Dahle, WCI Founder Q. I hear the “student loan holiday” is almost over. What should I do about it? A. Since March 2020, federal student loan borrowers have enjoyed three benefits. First, their student loan interest rate was temporarily set to...

Growing Accustomed to Fear

The S&P 500 fell 2.3% on Friday. It was the first time the market was down 2% in a day since the end of September. Before that the last time we had a 2% down day was mid-May. This one felt different though. Most of the...

What Is a Spousal IRA?

  By Dr. James M. Dahle, WCI Founder There is a lot of confusion about spousal IRAs out there. I'm going to try to clear up as much of it as possible using a Q&A format.   What Is a Spousal IRA? There is actually no such thing....