Staying the course as a physician investor
Many growth-minded physicians think investing is about chasing the next opportunity.
It’s not. It’s about building a resilient wealth system that keeps working while you’re in surgery, clinic, or scaling your practice.
When markets shift, it’s natural to second-guess your portfolio. But clarity and consistency—not headlines—should guide your next move.
As a physician with an entrepreneurial mindset, think like the CEO of your finances:
- Build a diversified, intentional system aligned to your vision
- Stress-test it against downside scenarios
- Make moves based on data, not distractions
What this means for you now: If you’re wondering whether to pivot, the smarter question might be: Is your plan built to hold?
Let’s run a stress test on your current strategy. No pressure, just clarity.
Author: James Jaderborg, CLU®, ChFC®
James Jaderborg specializes in working with business owners, physicians, and medical professionals to help them overcome financial challenges unique to their careers.
Registered Representative of Cetera Wealth Services, LLC and Investment Advisor Representative of Cetera Investment Advisers, LLC.