top of page
Search
Malkiel on Diversification: Buy and Hold Is Still a Winner – Seeking Alpha
Burton Malkiel — professor of economics at Princeton, author of A Random Walk Down Wall Street, and perhaps the most intelligent person...

Steve Martin
Aug 28, 20131 min read
Burton G. Malkiel: ‘Buy and Hold’ Is Still a Winner – WSJ.com
Burton G. Malkiel: ‘Buy and Hold’ Is Still a Winner – WSJ.com.

Steve Martin
Aug 28, 20131 min read
In Mutual Funds, Is Active Vs. Passive The Right Question? – Forbes
In Mutual Funds, Is Active Vs. Passive The Right Question?Comment NowFollow CommentsWhether we’re talking about sports or investing,...

Steve Martin
Aug 28, 20131 min read
Risk vs volatility
p03_eng.pdf. Click to access p03_eng.pdf

Steve Martin
Aug 25, 20131 min read
Rick Kahler: Market timing for expert fund managers only | Financial Awakenings
“Keep your hands away from your investments and back away from the market reports. ”That pretty much sums up passive investing, the...

Steve Martin
Aug 25, 20131 min read
The Broccoli and Pizza Portfolio
August 16, 2013 For some of us, it’s hard to give up on the idea that investing should be exciting. Picking stocks can be fun, after all,...

Steve Martin
Aug 24, 20133 min read
What to Realize Your Dreams? Have Fun in the Meantime!
Mindful Money Minutes — #162 What to Realize Your Dreams? Have Fun in the Meantime! Sometimes we are so busy trying to realize our...

Steve Martin
Aug 24, 20131 min read
Cash Flow | Financial Awakenings
With all the talk about tax rates and the fiscal cliff, hardly anyone has mentioned what is probably the most effective and least...

Steve Martin
Aug 22, 20131 min read
Rick Kahler: Market timing for expert fund managers only | Financial Awakenings
“Keep your hands away from your investments and back away from the market reports. ”That pretty much sums up passive investing, the...

Steve Martin
Aug 22, 20131 min read
Diversity, Philanthropy and How I Got Through College
Philanthropy changes lives. I know, because it changed mine. When I arrived at UCLA my first priority wasn’t making new friends or...

Steve Martin
Aug 17, 20131 min read
Microsoft Word – 2013_127_Listening for What’s Important.doc – 2013_0127_Listening
Microsoft Word – 2013_127_Listening for What’s Important.doc – 2013_0127_Listening for What is Important.pdf.

Steve Martin
Aug 15, 20131 min read
Fine-tuning retirement portfolio allocations – MarketWatch
One of the toughest tasks for investors — and it can be equally tough for financial advisers trying to help investors — is determining...

Steve Martin
Aug 15, 20131 min read
The Changing Meaning of Money
This is a very interesting article by Mitch Anthony, a leader in the area of Financial Life Planning. He addresses how the meaning of...

Steve Martin
Aug 15, 20131 min read
The ultimate retirement withdrawal strategy – MarketWatch
What’s the greatest financial luxury that a retiree can have? All the money in the world? No. More money than Bill Gates? Not that...

Steve Martin
Aug 15, 20131 min read
Should you pay off your mortgage?
Which is better: To retire without a mortgage or keep the mortgage and retire with a bigger nest egg? More Americans approaching retiring...

Steve Martin
Aug 15, 20131 min read
August Is a Good Time to Start Your Year-End Financial Planning – WSJ.com
You could call it the nap-time of personal-finance planning. Many workers find this month is a quiet time at the office. For families,...

Steve Martin
Aug 13, 20132 min read
Stalter: Caution on the ‘Must-Haves’ – TheStreet
When I was in Santa Monica last week for a Dimensional Funds seminar, I also had a chance to hang for a bit with Rocco Pendola, the...

Steve Martin
Aug 11, 20131 min read
Manisha Thakor: Determine Your Need for Risk – Wall Street Journal – WSJ.com
I think “risk” is the most widely misunderstood investment concept. The consequences can be dire – running out of money before you run...

Steve Martin
Aug 11, 20131 min read
Connect, Then Lead – Harvard Business Review
Amy J.C. Cuddy, Matthew Kohut, and John Neffinger Such leaders face troubles without being troubled. Their behavior is not relaxed, but...

Steve Martin
Aug 10, 20132 min read
Sweeping changes under way at DFA
For the first time in more than 20 years, Dimensional Fund Advisors is changing the way it builds equity portfolios. Thanks to a...

Steve Martin
Aug 8, 20131 min read
bottom of page



