Steve MartinJul 23, 20211 min117 Things We Do for Our Clients - Number 8 - Help Reduce Management and Transaction Costs8. We help you reduce mutual fund and ETF managerial and transactions expenses, allowing you to keep more of your money working for you....
Steve MartinMay 26, 20151 minAre 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...
Steve MartinMay 23, 20151 minAvoid The Recency PitfallLarry Swedroe does a great job of talking about the importance of re-balancing. Steve ============================================= Last...
Steve MartinMay 1, 20151 minWhat You Should — and Shouldn’t — Learn from Warren BuffetIt’s always good to listen to Warren Buffet. Good article by Jason Zweig. Steve ============================= That question will...