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, 2015
- 1 min
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, 2015
- 1 min
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, 2015
- 1 min
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, 2015
- 1 min
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, 2015
- 1 min
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, 2015
- 2 min
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, 2015
- 1 min
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, 2015
- 1 min
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, 2015
- 1 min
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, 2015
- 1 min
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, 2014
- 2 min
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, 2014
- 1 min
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, 2014
- 1 min
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, 2014
- 1 min
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, 2014
- 1 min
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, 2014
- 1 min
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, 2014
- 1 min
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, 2014
- 1 min
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, 2014
- 1 min
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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