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Swedroe: Beware Of Investment Books
Most of the time, the panicked messages I get from investors have to do with doom-and-gloom headlines or TV reports. Lately, I’ve been...

Steve Martin
May 2, 20131 min read
9 steps to surviving the financial apocalypse – MarketWatch
Almost every day, people ask what I think about the state of the economy and what investors can do about it. Plenty of people believe our...

Steve Martin
May 2, 20131 min read
9 steps to surviving the financial apocalypse – MarketWatch
Almost every day, people ask what I think about the state of the economy and what investors can do about it. Plenty of people believe our...

Steve Martin
May 2, 20131 min read
Backdoor Roth IRA conversion: Tax-free? – MarketWatch
When you make a nondeductible contribution to a traditional IRA and you immediately convert it to a Roth IRA, 100% of the conversion is...

Steve Martin
Apr 30, 20131 min read
Build Wealth With Focus on Value, Thrift
As usual, Rick Kahler has written an article full of great, practical ideas. In this article, he talks about the things we often do to...

Steve Martin
Apr 29, 20131 min read
Q&A
Steve – I am such a neophyte in the area if investing. It is new to me that I am taking on information like a camel with water and yet I...

Steve Martin
Apr 29, 20131 min read
How To Write an Ethical Will?
Writing an ethical will may seem difficult. However, it can be viewed as the writing of a love letter to your family. Ethical Wills can...

Steve Martin
Apr 29, 20131 min read
Active vs. Passive Investing | | Bell Wealth Management
The investment world has reached a watershed moment. Recently, one of the largest pension funds in the world announced that it was...

Steve Martin
Apr 29, 20131 min read
A Billion-Dollar Misunderstanding (in Gold) – On Retirement (usnews.com)
By Daniel Solin April 25, 2013 RSS Feed Print There are small misunderstandings, like the one chronicled by Robert Grover in his cult...

Steve Martin
Apr 29, 20131 min read
Active vs. Passive Investing | | Bell Wealth Management
The investment world has reached a watershed moment. Recently, one of the largest pension funds in the world announced that it was...

Steve Martin
Apr 28, 20131 min read
DFAandVanguardSettingtheRecordStraight
A reporter for the New York Times recently interviewed DFA’s co-CEO and founder, David Booth, about the firm’s excellent reputation in...

Steve Martin
Apr 28, 20131 min read
Your Move, Bogleheads: Advisor Finds DFA’s Returns Trump Vanguard’s
Admittedly, few investment companies inspire more passionate feelings than Vanguard and Dimensional Fund Advisors (DFA). So many...

Steve Martin
Apr 28, 20131 min read
Vanguard Asks: How Much Return Do Your Clients Really Need?
Investors could be better off with lower return objectives and a less risky portfolio than the more typical higher return objective of...

Steve Martin
Apr 28, 20131 min read
7 Questions You Will Ask at the End of Your Life
A few months ago I shared twelve pieces of wisdom my grandmother left behind for me after she passed. This wisdom was written in an old...

Steve Martin
Apr 28, 20133 min read
Seven Questions to Ask When Reviewing Your Clients’ Estate Plans « SEI’s Practically Spe
2011 just ended as another challenging year. Most of us are happy to be rid of it and look forward to hopefully better things on the...

Steve Martin
Apr 28, 20131 min read
Seven Questions to Ask When Reviewing Your Clients’ Estate Plans « SEI’s Practically Spe
2011 just ended as another challenging year. Most of us are happy to be rid of it and look forward to hopefully better things on the...

Steve Martin
Apr 28, 20131 min read
Why Risk Tolerance Is Critical to Your Practice « SEI’s Practically Speaking SEI’s Pract
The following is the first guest blog post in a two-part series by Tyler D. Nunnally, a specialist in behavioral finance and risk...

Steve Martin
Apr 28, 20132 min read
Emerging Rebound
We believe there is room for further improvement in emerging market debt (EMD) valuations. The Federal Reserve’s and the Bank of Japan’s...

Steve Martin
Apr 28, 20131 min read
Dividend’s Golden Age Will Save Retirement
Many advisors are not fully aware of the powerful benefits that dividend-paying stocks can offer their clients as a planning strategy....

Steve Martin
Apr 28, 20131 min read
Five Things Advisors Should Tell Clients About Retirement
In this this article, Robert Laura takes a different, and interesting, perspective on retirement. His key key points include:1) Health...

Steve Martin
Apr 28, 20131 min read
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