top of page
Search


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....
Steve Martin
Jul 23, 20211 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...
Steve Martin
May 26, 20151 min read
Avoid The Recency Pitfall
Larry Swedroe does a great job of talking about the importance of re-balancing. Steve ============================================= Last...
Steve Martin
May 23, 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...
Steve Martin
May 1, 20151 min read
bottom of page
