investing

117 Things We Do for Our Clients - Number 8 - Help Reduce Management and Transaction Costs

Jul 23, 20211 min read

117 Things We Do for Our Clients - Number 8 - Help Reduce Management and Transaction Costs

8. We help you reduce mutual fund and ETF managerial and transactions expenses, allowing you to keep more of your money working for you....

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Steve Martin

May 26, 20151 min read

Are Equity-Indexed Annuities a Safe Investment?

This article explains why I NEVER recommend indexed annuities to clients. Please let me know if you have any questions. Steve...

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Steve Martin

May 23, 20151 min read

Avoid The Recency Pitfall

Larry Swedroe does a great job of talking about the importance of re-balancing. Steve ============================================= Last...

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Steve Martin

May 1, 20151 min read

What You Should — and Shouldn’t — Learn from Warren Buffet

It’s always good to listen to Warren Buffet. Good article by Jason Zweig. Steve ============================= That question will...

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Steve Martin

May 1, 20151 min read

Two Index Fund Studies Remind Us of One Good Strategy

Index fund investors let the facts speak for themselves. The long-term data comparing active funds to index funds shows actively managed...

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Steve Martin

Mar 28, 20151 min read

Buffett: These investments are a ‘fool’s game’

Warren Buffet is always good for a few sound bits of investing advice. We all should pay attention. Steve ==============================...

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Steve Martin

Mar 16, 20152 min read

How Many Mutual Funds Routinely Rout the Market? Zero!

Not a surprise to me! Steve ==================================================== The bull market in stocks turned six last Monday, and...

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Steve Martin

Mar 8, 20151 min read

3 Costs Investors Must Control

The cost to invest in mutual funds is often couched in terms of expense ratios and commissions. These are important structural costs and...

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Steve Martin

Mar 3, 20151 min read

Standing Up to Financial Bullies

Bullies don’t just torment their victims at school or on Facebook. And they don’t just pick on children—adults can be subject to various...

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Steve Martin

Feb 26, 20151 min read

Investing All Comes Down To Luck, Kahneman Says

A Noble Prize winner had some sobering comments today for hundreds of financial professionals at the IMCA 2015 New York Consultants...

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Steve Martin

Jan 20, 20151 min read

The Stock Market Is Tumbling—So What?

A great article from Michael Kay Steve ———————— From Saumya Vaishampayan of the Wall Street Journal:“Stock markets around the world...

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Steve Martin

Dec 1, 20142 min read

So You Think You’re a Risk-Taker? | Jason Zweig

This is a very interesting article by Jason Zweig about how are brain affects our investment choices. I think you will enjoy it. Steve...

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Steve Martin

Nov 9, 20141 min read

Retirement Plan Contribution Limits for 2015

The IRS recently announced their new retirement plan contribution limits for 2015. Some have changed, some have not. Here are the...

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Steve Martin

Oct 13, 20141 min read

How to Win the Loser’s Game Part II With Eugene Fama

This is a short video on the importance of keeping investment costs low. I think you will find it interesting. Steve...

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Steve Martin

Sep 19, 20141 min read

The Error-Proof Portfolio: 6 Asset-Allocation Pitfalls to Avoid

Looking for a hot stock to own for the next few months? An exchange-traded fund that will help you capitalize on trouble in the Middle...

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Steve Martin

Sep 5, 20141 min read

Private Equity Not Worth The Risk

More interesting information from Larry Swedroe – Steve ======================================== Last week, I wrote in-depth about some...

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Steve Martin

Sep 5, 20141 min read

Swedroe: The Mystery Of Momentum | ETF.com

One of my favorite writers on investing is Larry Swedroe. In this article he has a great discussion of momentum – a factor that DFA...

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Steve Martin

Aug 15, 20141 min read

401k Rollover Boom Enriches Brokers at Retirees’ Expense

I have noticed too much of the poor advice that they are talking about in this article. If you are retiring or are retired and have a...

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Steve Martin

Aug 11, 20141 min read

Retirees suffer as 401(k) rollover boom enriches brokers

I have noticed too much of the poor advice that they are talking about in this article. If you are retiring or are retired and have a...

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Steve Martin

Apr 28, 20141 min read

Just Say No to Crystal Balls – Inside Information

The following is a blog by Bob Veres, one of the most respected voices in the world of financial advice. I suggest that you pay...

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