Blog | Purposeful Financial and Legacy Planning

Jan 25, 20131 min read

Treasury ETFs Fall: ‘Great Rotation’ from Bonds to Stocks? | ETF Trends

Treasury ETFs Fall: ‘Great Rotation’ from Bonds to Stocks?January 25th at 10:40am by John SpenceBond ETFs News: PIMCO Total Return ETF’s...

1 view0 comments

Steve Martin

Jan 23, 20131 min read

Ignore the “buy gold now” crowd – CBS News

(MoneyWatch) Last July, Merrill Lynch predicted gold would hit $2,000 an ounce by the end of the year. Money manager Peter Schiff has...

3 views0 comments

Steve Martin

Jan 21, 20131 min read

Control of income more important than earning it

Owning a home is part of the American Dream. Financial experts tell us owning a car is better than leasing. And who would think of not...

0 views0 comments

Steve Martin

Jan 20, 20131 min read

Fulfilling Frugality

This article has some timeless ideas on leading a more fulfilling life. It is worth reading. Steve ================================= In...

0 views0 comments

Steve Martin

Jan 20, 20131 min read

How to Get an Insurance Claim Paid

Some good practical advice. Steve ============================= Getting an insurance claim paid is a real pain. Rick Kahler, the...

2 views0 comments

Steve Martin

Jan 20, 20131 min read

Cramer and His Colleagues Are Killing Your Returns

Good points from Dan Solin – Steve ===================================== If you want to make a New Year’s resolution that will put money...

4 views0 comments

Steve Martin

Jan 20, 20131 min read

7 Investing Facts Your Broker is Terrified You’ll Learn

Definitely worth reading! Steve ============================================ The New Year is here, which always inspires me to resolve to...

0 views0 comments

Steve Martin

Jan 20, 20131 min read

Rich Life Experiences for 2013

I thought that these were worth sharing. I especially like #2. Enjoy – Steve ——————–============================= 5 Gut Wrenching Life...

1 view0 comments

Steve Martin

Jan 20, 20131 min read

Why You Need to Know More Than Financial Experts

An interesting article by Daniel Solin, one of my favorite writers. Enjoy and learn!, Steve ==================== On January 11, 2013,...

1 view0 comments

Steve Martin

Jan 20, 20131 min read

Should you be active in emerging markets?

The following article from Larry Swedroe at MoneyWatch takes a look at active vs passive investing in emerging markets with some...

1 view0 comments

Steve Martin

Jan 17, 20131 min read

401k results no better with employer-driven mutual fund picks | BenefitsPro

While America’s employers would like to make the best choices to help their retirement plan participants, it turns out that making their...

0 views0 comments

Steve Martin

Jan 15, 20131 min read

Can You Outpick this Cat? Orlando is the cat’s whiskers of stock picking

A friend forwarded this interesting article which reinforces that successful stock picking is a pretty random exercise. Enjoy and learn....

3 views0 comments

Steve Martin

Jan 10, 20131 min read

Seth’s Blog: Two kinds of mistakes

Two kinds of mistakesThere is the mistake of overdoing the defense of the status quo, the error of investing too much time and energy in...

2 views0 comments

Steve Martin

Jan 8, 20131 min read

Money Resolutions: 6 Ways to Take Control in 2013 | Wise Bread

As the economy shows signs of life again and even the cynics concede that we might be on the road to a modest but sustained recovery,...

0 views0 comments

Steve Martin

Jan 8, 20131 min read

25 Small New Year’s Resolutions You Can Start Today

I thought this list from Wise Bread was worth sharing. You will find some ideas in here that WILL make your life better. Steve...

0 views0 comments

Steve Martin

Jan 8, 20131 min read

Fight the Post-Holiday Blues: 20 Cheap Ways to Make January Special | Wise Bread

January can be a tough month — the post-holiday blues and dreary weather can be enough to make anyone feel a little down. Combine this...

1 view0 comments

Steve Martin

Jan 6, 20131 min read

Retiring in 2013? Answer These Questions First

If your are thinking about retiring someday, this article from the Wall Street Journal provides some great ideas to think about. Steve...

2 views0 comments

Steve Martin

Jan 6, 20131 min read

Our Magic 8 Ball Forecast (from the Wall Street Journal)

Another example of the failure of EXPERTS to predict the future. Steve ============================================ The Magic 8 Ball I...

1 view0 comments

Steve Martin

Jan 6, 20131 min read

Kids and Money: I’m Blunt, He’s Not – Yahoo! Finance

“Katie is richer than me, isn’t she?” My 6-year-old son Paul asked the question in a near-whisper while we were visiting my best...

0 views0 comments

Steve Martin

Dec 31, 20121 min read

Tips for making your year-end donations count the most | The Coloradoan | coloradoan.com

If you donate clothes, that old couch or money to a local charity or thrift store today, your donation could help maximize your tax...

2 views0 comments