Rabih Dimachki, CFA

Director of Investment Strategy

A graduate of the American University of Beirut, Rabih is a CFA® charterholder and has a strong background in portfolio management and technology. As the Director of Investment Strategy at Dentist Advisors, Rabih evaluates, monitors, and implements investment strategies. He executes trades, performs tax loss harvesting, and rebalances portfolios to maintain optimal risk exposure. Rabih also performs due diligence on our investment positions and works closely with our compliance team to ensure all investment procedures adhere to best practices.


My Content

How to Build Your First Investment Portfolio

You've opened your new brokerage account, but now where do you start? In the world of finance, learning how to...

What Happened? Behind 2023’s Failed Market Forecasts – Episode #474

Knowledgeable stock market analysts had a lot to say about 2023 a year ago, but now that it has come...

The New Rules for 529s

Matt Mulcock, CFP®, Victoria Ferguson, CFP®, and Rabih Dimachki, CFA explore the new rules and abilities for 529s. Are 529s...

How is buying a practice similar to buying stocks?

There are many types of stocks with diverse characteristics—just like dental practices—which makes it easier to compare how valuations are...

Portfolio Management: The Nuts and Bolts of Stock Diversification – Episode #426

If you took a scientific approach and invested logically, would you know what long-term returns you might expect? That’s exactly...

The Many Sides to Stocks: Understanding Factor Investing

Not all stocks are the same. Join Ryan Isaac, CFP®, Matt Mulcock, CFP®, and Rabih Dimachki, CFA, for a live...

Student Loans: Consider applying for the new SAVE plan

Matt Mulcock, CFP®, Taylor Sutterfield, MAcc, CFP®, and Rabih Dimachki, CFA discuss SAVE, the newly announced income-driven repayment (IDR) option...

Real Talk with Rabih: The Role of Bonds and High-Yield Funds – Episode #408

While inflation has cooled a bit, the return available from both bonds and high-yield savings accounts remain high. So where...

Real Talk with Rabih: The Pros and Cons of Tax-Loss Harvesting – Episode #396

Not every stock goes up. Luckily, the IRS has approved tax-loss harvesting as a way to help offset capital gain...

How do you use tax-loss harvesting?

Is tax-loss harvesting a strategy for every stock market investor? Be sure you consider these issues before utilizing tax-loss harvesting...

Should You Be Buying Gold?

Join financial advisors Ryan Isaac, CFP® and Matt Mulcock, CFP® and special guest Rabih Dimachki, CFA to explore the advantages...

Why aren’t private equity investments for everyone?

With larger capital requirements, more complexity, and a greater degree of risk, should smaller, individual investors still look into alternative...