Investing Basics

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 […]

Are Markets Efficient?

When I tell people that I use index funds and ETFs to build my clients’ portfolios, they seem a bit surprised that I would consider markets to be efficient. Many […]

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:

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. […]

The Smart Way to Look at Stock Charts

Yes, there are more ways than one to look at a stock chart. I often hear comments about investing from those who are interpreting stock charts incorrectly. Let me show […]