529 Plans and Asset Allocation: Weekend Reading

Happy New Year, everybody. :)

My favorite article this week was a piece in Forbes written by author Rick Ferri: “Core and Explore” should be called “Core and Pay More.”

I quite enjoyed these other articles as well:

Investing Articles

Other Money-Related Articles

Blog Carnivals

Thanks as always for reading!

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{ 5 comments }

Jim Blankenship

Thanks for the link, Mike – always enjoy looking over your weekly favorites and am gratified to find my own post there.

Hope you have a great year in 2010!

jb

Wojciech Kulicki

Thanks for including my post, Mike. Happy New Year to you as well! :)

Larry
Mike

Larry:

Many of the viewpoints that he presents from various other people are ones I don’t completely agree with. (For example, my understanding is that an efficient market would be volatile in times of genuine economic uncertainty.)

However, I’m completely on board with the 3 suggestions the article actually makes:

  1. “Stay diversified in cash, bonds, and overseas stocks. And above all, save enough so that you don’t have to depend on high returns for equities.”
  2. “Rebalance your portfolio once a year.”
  3. “If you time, keep it limited, rare, and cheap.”

Sun

Thanks for the mention!

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