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Steve Martin
Apr 19, 20131 min read
Expensive Mistakes
This material may refer to resident trusts offered by DFA Australia Limited. These resident trusts are only available in Australia....
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Steve Martin
Apr 19, 20135 min read
Betting against the House
February 13, 2013 Weston Wellington , Down to the Wire It’s New Year’s Day 2012. In addition to overdosing on televised college football,...
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Steve Martin
Apr 19, 20131 min read
Consumer bureau: Senior citizens need help with financial advisers
The Consumer Financial Protection Bureau CFPB is pushing to bolster what it takes for a financial adviser to be able to market their...
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Steve Martin
Apr 18, 20131 min read
CalPERS potential move underscores benefit of passive investing
Q: I read an article saying that California’s public-employee pension fund is considering replacing its actively managed investments with...
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Steve Martin
Apr 18, 20131 min read
Active managers lost again in 2012
Earlier this year, we saw the results of financial predictions for 2012 and that most didn’t come true. However, there was one prediction...
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Steve Martin
Apr 17, 20131 min read
A Sharpe Assault on Mutual Fund Fees – Forbes
Mutual fund expenses may be making you poorer. Investing in actively-managed mutual funds that charge high fees can lower your standard...
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Steve Martin
Apr 16, 20131 min read
President’s proposed IRA cap not just for rich
“Max out your retirement plans every year” has long been standard advice I’ve given to working adults who want to secure a reliable...
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Steve Martin
Apr 16, 20131 min read
Rules Of Dumb
Lynn Hopewell, one of the pioneers of the financial planning profession, once said, “Rules of thumb are for people who want to decide...
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Steve Martin
Apr 16, 20131 min read
When indexing works and when it doesn’t – CBS News
(MoneyWatch) Myths are often created because there appears to be some data supporting the idea. One of the myths is that active managers...
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Steve Martin
Apr 16, 20131 min read
The obsession with growth investing
(MoneyWatch) Investors seem to be obsessed with investing in growth strategies, whether it’s investing in companies with faster growth of...
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Steve Martin
Apr 16, 20131 min read
Active managers lost again in 2012
MoneyWatch Earlier this year, we saw the results of financial predictions for 2012 and that most didn’t come true. However, there was one...
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Steve Martin
Apr 10, 20131 min read
Are concerns about “bond ladders” valid? – CBS News
MoneyWatch We often hear criticism from the financial media and some professional advisors about the use of “bond ladders.” For example,...
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Steve Martin
Apr 10, 20132 min read
How have foreign stocks historically fared?
MoneyWatch) Elroy Dimson, Paul Marsh and Mike Staunton are well known for their research on stock market returns. Their 2002 book,...
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Steve Martin
Apr 10, 20131 min read
Should you dump your international stocks?
(MoneyWatch) Just a few years ago, during the height of the U.S. financial crisis, I was getting questions from lots of people wondering...
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Steve Martin
Apr 10, 20131 min read
Grasping what the market can teach you
This is an interesting article from MoneyWatch and Larry Swedroe with some great lessons incorporated into it. Steve ——————————————————...
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Steve Martin
Apr 10, 20131 min read
The act of defiance that transformed college basketball
(CBS News) INDIANAPOLIS — A youth basketball team in Indianapolis doesn’t think of its 72-year-old coach as a celebrity, but Jerry...
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Steve Martin
Apr 10, 20131 min read
How to be a successful investor
(MoneyWatch) Among the requirements for achieving your financial goals are: The knowledge needed to develop an investment plan; integrate...
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Steve Martin
Apr 10, 20131 min read
Do value stocks outperform growth stocks?
This is a great article from Larry Swedroe about the benefits of a strategy that involves investing in Value Stocks. It does a good job...
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Steve Martin
Apr 10, 20131 min read
Avoid the black hole of investing
(MoneyWatch) Small-cap growth stocks have been euphemistically called “the black hole of investing.” The reason is that they have...
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Steve Martin
Apr 10, 20131 min read
Are we clinging to failed strategies? – CBS News
(MoneyWatch) Financial Advisor magazine highlights a report admonishing advisors who thought diversification would save their clients’...
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