Wealthy Doctor Institute LLC

Wealthy Doctor Institute LLC Physicians helping physicians navigate finance

The Wealthy Doctor Institute LLC is a Registered Investment Advisory where David Yeh, MD, a double boarded diagnostic physician, combines the tools of traditional money managers, the risk mitigation techniques of active market traders, and the pattern recognition and quantitative analytic skills of diagnostic physicians into practical systems that a reasonable busy doctor can realistically implement.

Honored and grateful to have been a mentor at this year’s SEAK conference, a conference where physicians can explore non...
10/26/2024

Honored and grateful to have been a mentor at this year’s SEAK conference, a conference where physicians can explore non-clinical careers and opportunities. The field keeps getting more wide open! The conference was again sold out 400+ participants and my sign-up sheet was again full with participants even signing up at off-hours with me. Honored to serve this community. Wish knew about this 10 years ago when I quit private practice and made my own transition to investment advisory!

08/11/2023

Structured Notes offerings for August 2023

08/11/2023
2022 was tough for investing, and 2023 is starting out just as volatile and risky. What are possible alternatives to inv...
01/21/2023

2022 was tough for investing, and 2023 is starting out just as volatile and risky. What are possible alternatives to investing? Join our webinar Saturday, January 21 at 4pm CST (2pm PST/5pm EST). Link below.

Structured Notes Offering for January 2023

Do you remember in October, when the TreasuryDirect site crashed because so many people wanted to buy I-bonds with a gua...
12/14/2022

Do you remember in October, when the TreasuryDirect site crashed because so many people wanted to buy I-bonds with a guaranteed 9.62% interest payout?

With inflation soaring, and the Federal Reserve trying to tame this inflation with interest rate hikes, almost all asset classes – stocks, bonds, real estate, gold, even crypto – have been falling in value this year and investors hunger for something safe with descent returns.

So what is left? Is holding cash the only way to go? Or just wait for the markets to bounce back?

How about investing in alternative investments that act similar to I-bonds in terms of safety but might even give higher returns without the $10,000 limit per person?

These alternative investments, called structured notes, are a stock/bond hybrid issued by banks. There are many different note strategies, but they commonly offer 100% or partial downside protection, while still providing the opportunity to participate in the upside of the underlying asset performance, with yields possibly ranging from 7 to 20 or more per cent.

Join us for a webinar, which will be held at 5pm PST/8pm EST December 15, 2022. Click here to register:

Structured Notes Offering for December 2022

We all know the markets are down this year - stocks, bonds, real estate, gold... it seems as if nothing is safe anymore....
11/17/2022

We all know the markets are down this year - stocks, bonds, real estate, gold... it seems as if nothing is safe anymore.

Join my webinar on strategies to deal with the new normal, utilizing alternative investments such as structured notes. It will be held on November 22 at 7pm CST. Register here:

Free webinar on alternative investments

Honored and psyched to be invited back as a mentor at SEAK, helping fellow physicians explore alternative non-clinical c...
10/24/2022

Honored and psyched to be invited back as a mentor at SEAK, helping fellow physicians explore alternative non-clinical careers and opportunities. Over 400 participants! My appointment sheet was quickly filled up with appointments every 15 minutes throughout the meeting. Truly humbled

A physician colleague is inviting me to speak to her mastermind group, and has opened up this webinar to the public. In ...
02/01/2022

A physician colleague is inviting me to speak to her mastermind group, and has opened up this webinar to the public. In this talk I will be going over basic financial planning concepts.

Schedule your appointment online Sujin Lee, MD Coaching

Address

4320 Winfield Road, Ste 200
Naperville, IL
60555

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