In this episode, Mark talks about an article from the Wall Street Journal explaining that mutual fund ratings are not what they seem. Historical performance means nothing: “it gives a good idea for how good a money manager or a mutual fund manager is”. An investor's emotions is the biggest reason investors aren’t successful. It's extremely important to minimize taxable events, maximize returns, ability to take advantage of financial opportunities. Can you put a price on clarity?
October 30, 2017