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Lessons from Proprietary Mutual Fund Returns – On Retirement (usnews.com)
I am fascinated by the success of the securities industry. They are able to convince you to part with your money by touting their...

Steve Martin
May 3, 20121 min read
Stock investing: Studies show need to diversify – CBS News
(MoneyWatch) The fact that so many investors fail to diversify properly is distressing given that changes in the stock markets have made...

Steve Martin
May 3, 20121 min read
How Often Should You Rebalance? – WSJ.com
To help clients benefit from market volatility, financial adviser Michael Chasnoff relies on what he calls real-time rebalancing....

Steve Martin
May 2, 20121 min read
Is Market Timing a Good Strategy? – WSJ.com
Trying to time when to get into and out of the stock market erodes investors’ long-term returns, says reformed market-timer Jeff...

Steve Martin
May 2, 20121 min read
Life Inc. – He ‘quit money’ and is still living a happy life
Daniel Suelo hasn’t made a penny in 12 years. He hasn’t spent a penny either. Suelo is the subject of the book “The Man Who Quit Money,”...

Steve Martin
May 2, 20121 min read
flickspire – Dance Like Noone is Watching
flickspire – Dance Like Noone is Watching.

Steve Martin
May 2, 20121 min read
Life’s financial questions answered with crisp clarity – CBS News
(MoneyWatch) COMMENTARY Jack Otter, executive editor at CBS MoneyWatch.com, has written a new book that provides simple answers to the...

Steve Martin
May 1, 20121 min read
Dimensional Fund Advisors: DFA & Small Cap Stocks
Dimensional Fund Advisors has an investment approach that is structured and simple to monitor. They believe that over time, a...

Steve Martin
Apr 30, 20121 min read
One-Year Anniversary of the Bear Market – Seeking Alpha
Bear Market – an 18-to-24 month period when the kids get no allowance, the wife gets no jewelry, and the husband gets no sex. —...

Steve Martin
Apr 30, 20121 min read
A Practical Demonstration of the Value of Portfolio Theory – Seeking Alpha
Ben Stein and I wrote Yes, You Can Supercharge Your Portfolio to demonstrate the practical value of Modern Portfolio Theory to a mass...

Steve Martin
Apr 30, 20121 min read
HSA Insurance Premiums Proven To Be Cheaper Than Competitive Offerings
After years of growing separation between Consumer Directed Healthcare and older healthcare insurance plans such as PPOs, a major study...

Steve Martin
Apr 29, 20122 min read
How The “Advisor Sting” Study Completely Missed The Mark – kitces.com | Nerd’
One of the most common ways that financial advisors demonstrate a value proposition to clients is to help clients manage their own...

Steve Martin
Apr 29, 20122 min read
How Much Money Do You See? | Fee-Only Certified Financial Planner based in New Orleans – Upperline F
How much of your money do you actually see? In your hands? In your wallet? If I had to guess, it would be somewhere less than 5% of your...

Steve Martin
Apr 29, 20121 min read
Congress Eyes 401(k)s Again
As employment pension plans are being replaced by 401(k)s, we need to be mindful of any potential changes to tax treatment of these...

Steve Martin
Apr 28, 20121 min read
Congress Eyes 401(k)s Again (Wall Street Journal) | LifeHealthPro
Policy-makers are gearing up for the tax-reform effort and wondering if retirement vehicles can’t be streamlined and gain more traction...

Steve Martin
Apr 28, 20121 min read
Congress eyes retirement-plan tax benefits – MarketWatch
SAN FRANCISCO (MarketWatch) — You’d think a legislative bill to fund the nation’s highways and mass-transit systems would have no...

Steve Martin
Apr 28, 20121 min read
Getting Going: The Student-Debt Playbook – WSJ.com
Are you or your adult children carrying a big load of student debt? Your family may well feel like the federal deficit is sitting on your...

Steve Martin
Apr 28, 20121 min read
How to Get a 7% Guaranteed Return—From Social Security – WSJ.com
For an investment return that tops those offered by hedge funds, insurance firms or Wall Street banks, baby boomers should look to Social...

Steve Martin
Apr 28, 20121 min read
COLUMN-Finding ugly ducklings in a waddling market | Agricultural Commodities | Reuters
By John Wasik CHICAGO, April 27 (Reuters) – Ugly duckling stocks are surprises in small packages that turn into great performing swans...

Steve Martin
Apr 28, 20121 min read
ETFs Are Set for ‘Literally Trillions & Trillions in Future Growth’ Says WisdomTree CEO | Breako
Given their rapid rise to glory and already-dominant slice of daily trading volume, it seems odd to consider exchange traded funds, or...

Steve Martin
Apr 28, 20121 min read
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