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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...

Steve Martin
Dec 1, 20142 min read
How your personality affects your investment choices
This is a very interesting article about behavioral finance – and why you need an advisor. Enjoy – Steve ————————————————————————— If you...

Steve Martin
Dec 1, 20141 min read
Find a financial adviser who will put your interests first – The Washington Post
This is a great article dealing with the topic of finding an advisor who works for YOU! Most don’t! Steve Today’s column is going to be...

Steve Martin
Dec 1, 20141 min read
Improve Your Life: What 10 Things Should You Do Every Day To Improve Your Life?
10 things that scientific research shows can help improve your life. 1) Get out in nature You probably seriously underestimate how...

Steve Martin
Nov 27, 20141 min read
Thank$giving: A Money $tory
Do you live in a bubble? Perhaps you live in a community where financial success is pretty much assumed. Where no one talks about money...

Steve Martin
Nov 26, 20141 min read
Gratitude – A Key to A Richer Life
Gratitude – A Key to A Richer Life Henry Van Dyke said: “Be glad of life, because it gives you the chance to love and to work and to...

Steve Martin
Nov 24, 20143 min read
The Dream Box
A great article by John A. Warnick – a friend and the founder of the Purposeful Planning Institute. Do you have your Dream Box? Steve...

Steve Martin
Nov 10, 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...

Steve Martin
Nov 9, 20141 min read
7 Money Conversations You Want To Have With Your Kids- Financial Life Focus
One of the most important things we can do is help our children learn how to handle money. Michael Kay has some good ideas to help you...

Steve Martin
Oct 21, 20141 min read
There’s Only One Thing Certain About Market Uncertainty
This is a great article from Michael Kay about market uncertainty (which we are now very familiar with) and what you should do about it....

Steve Martin
Oct 21, 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...

Steve Martin
Oct 13, 20141 min read
A Little-Known Social Security Spousal Benefit Option
One more reason that it is worth thoroughly investigating your social security options. An interesting article from Jim Blankenship....

Steve Martin
Oct 13, 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...

Steve Martin
Sep 19, 20141 min read
Private Equity Not Worth The Risk
More interesting information from Larry Swedroe – Steve ======================================== Last week, I wrote in-depth about some...

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...

Steve Martin
Sep 5, 20141 min read
Five Tax Advantages of Donor-Advised Funds
There are five instances where a donor advised fund can serve as a tax reduction tool. However, before we delve into those specifics,...

Steve Martin
Sep 5, 20142 min read
7 Retirement Mistakes Gen X Is Making
Richard Eisenberg has an interesting viewpoint on how generation x (the generation born after the Western Post–World War II baby boom –...

Steve Martin
Sep 5, 20142 min read
Eight Financial To Do Items for the Rest of 2014
Roger Wohlner has created an excellent list of things you should think about before the end of the year. I suggest you do everything on...

Steve Martin
Sep 5, 20141 min read
Consider managing career as financial asset
One of the greatest assets you have is your career. Rick Kahler does a great job in this article explaining why this is so important and...

Steve Martin
Sep 1, 20141 min read
12 Things We Wish We’d Known When We Were 18
College is a great time to start making good financial decisions. The list below provides wonderful advice for your people – in or out...

Steve Martin
Aug 29, 20142 min read
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