Becker's Healthcare March 10, 2025
Physicians are often categorized as “accredited investors,” according to a recent Medscape report, which denotes them a class of investors recognized by the Securities and Exchange Commission that has earned at least $200,000 in the last two years or has a net worth of more than $1 million, excluding their private residence.
Because of this, physicians can also be prime targets of financial investment scams. James Dahle, MD, operates The White Coat Investor, a financial literacy resource for physicians. He told Medscape that because of their high-achieving and often “altruistic” nature, physicians may be over-trusting or over-confident when exploiting investment opportunities.
Several physicians joined Dr. Dahle and Medscape to discuss best practices for physicians looking to make private significant...
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