Blog | Purposeful Financial and Legacy Planning

Sep 12, 20131 min read

Don’t leave your spouse in the money lurch – Andrea Coombes’ Ways and Means – Mark

It’s not a topic couples generally want to think about, let alone talk about, but the fact is: Barring an unusual accident, one spouse...

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Steve Martin

Sep 12, 20131 min read

Trying to Outguess the Unpredictable – NYTimes.com

“All I want is for you to tell me when the market will go up and when the market will go down. A client made this request early in my...

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Steve Martin

Sep 2, 20131 min read

Never Give Stores Your ZIP Code. Here’s Why – Forbes

Why do merchants sometimes ask us for our ZIP code when we buy something? I recently visited the Mob Museum in Las Vegas, an interesting...

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Steve Martin

Sep 1, 20131 min read

How much to save for retirement?

This is a great article about how much to save. Let me know your thoughts. Steve ============================================...

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Steve Martin

Aug 30, 20131 min read

You’re Fat and In Debt for the Same Reason – TheStreet

You’re Fat and In Debt for the Same Reason by Rick Kahler Over the years I’ve noticed a common trait among people with money problems:...

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Steve Martin

Aug 28, 201310 min read

Your Money and Your Life – The Six Basic Principles

Have you lost track of your life in the pursuit or money and “stuff”? Do you spend more time paying bills than enjoying life? If so, you...

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Steve Martin

Aug 28, 20131 min read

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...

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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.

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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,...

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Steve Martin

Aug 25, 20131 min read

Risk vs volatility

p03_eng.pdf. Click to access p03_eng.pdf

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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...

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Steve Martin

Aug 24, 20133 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,...

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Steve Martin

Aug 24, 20131 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...

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Steve Martin

Aug 22, 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...

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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...

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Steve Martin

Aug 17, 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...

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Steve Martin

Aug 15, 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.

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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...

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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...

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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...

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