The Difficult Path to Investment Success
“[To be a superior investor,] this is the bottom line: not whether you dare to be different or to be wrong, but whether you dare to look wrong.” – Howard […]
What Makes Investing So Hard?
Anyone willing to do some research on how to invest will eventually find the relatively simple approach that most experts recommend to individuals. Like in Blackjack, let’s call this Basic Strategy:
Using 529 Plans Effectively
Over the years, my clients and I have developed strategies to use 529 plans effectively when building a college fund. Here are three …
The Value of Diversification
When I list “full diversification” as a core component of Mariposa’s investment strategy, what does that really mean? What’s the point of diversification?
Smart Year-End Investing Moves
From the November 2010 newsletter: As you feast on turkey and Black Friday sales this weekend, you may wonder what investing tasks you need to take care of before year-end. […]