Blog | Purposeful Financial and Legacy Planning

Aug 6, 20121 min read

Let Buffett’s ‘moat’ protect your portfolio – Jonathan Burton’s Life Savings – Mar

SAN FRANCISCO (MarketWatch) — Raise the drawbridge and man the parapets. Some investors are looking to defend their portfolios with help...

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Steve Martin

Aug 6, 20122 min read

Don’t miss these critical retirement deadlines – Robert Powell – MarketWatch

BOSTON (MarketWatch)—If you’re like most people, you probably own a few IRAs, a 401(k), and a Roth IRA. And, if you’re like most people...

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Steve Martin

Aug 6, 20121 min read

US deficit, debt means reduced lifestyles | Financial Awakenings

“Any way you slice the pie, Americans better come to grips with the fact their lifestyles are going to contract.” That’s the bottom line...

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Steve Martin

Aug 5, 20122 min read

Don’t Indulge. Be Happy.

A friend shared this very interesting article about the relationship between happiness an money – and about the impact of giving and...

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Steve Martin

Aug 3, 20121 min read

The best time to buy or sell stocks – The Washington Post

The best time to buy or sell stocks Smaller Text Larger Text Text Size Print E-mail Reprints By James K. Glassman, Published: November...

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Steve Martin

Aug 2, 20121 min read

The Storms Have Arrived: Robert Arnott | Stock Market Advantage

Consuelo Mack recently interviewed Robert Arnott, Founder and Chairman, Research Affiliates. Arnott has been a pioneer in the fundamental...

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Steve Martin

Aug 1, 20121 min read

The Stop-Doing List – Businessweek

The Stop-Doing List By G. Michael Maddock and Raphael Louis Vitón on December 07, 2010 The difference between successful people and very...

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Steve Martin

Aug 1, 20121 min read

Jim Collins – Articles – Best New Year’s Resolution?

Best New Year’s Resolution? A ‘Stop Doing’ List USA Today by Jim Collins December 30, 2003 Each time the New Year rolls around and I sit...

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Steve Martin

Aug 1, 20121 min read

Siena Wealth Advisors’ Top 5 Investment Principles

Siena Wealth Advisors’ Top 5 Investment Principles It seems that everyone and their brother-in-law have advice on investments and...

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Steve Martin

Jul 26, 20121 min read

Take Steps to Protect Against Identity Theft

Identify theft is a big problem. This article from a fellow Alliance of Cambridge Advisors member provides some great hints to help you...

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Steve Martin

Jul 21, 20121 min read

True Secret to Success: Gratitude | Inc.com

I’m utterly convinced that the key to lifelong success is the regular exercise of a single emotional muscle: gratitude. People who...

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Steve Martin

Jul 19, 20121 min read

Five (Bad) Reasons You’re Worrying About the Market

One of the most important things to consider when you’re investing is the question of when you’ll need the money. If you need it next...

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Steve Martin

Jul 14, 20121 min read

Rethink the Advice From Your Broker – On Retirement usnews.com

When most people hear about fraudulent investment advice, they think of Bernie Madoff and other scam artists who take your money and...

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Steve Martin

Jul 14, 20121 min read

Conservatives Are Happier, and Extremists Are Happiest of All – NYTimes.com

WHO is happier about life — liberals or conservatives? The answer might seem straightforward. After all, there is an entire academic...

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Steve Martin

Jul 10, 20121 min read

Poor Spending Habits That Waste Your Money

Be frugal. Live on less than you make. Save for the future. It’s my message, and I’m sticking to it. Just in case you’re getting tired of...

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Steve Martin

Jul 10, 20121 min read

Start Now to Realize Retirement Travel Dreams

Rick has some great ideas here – don’t put all of the fun things off until you retire. Keep a good balanced life throughout your...

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Steve Martin

Jul 10, 20121 min read

Don’t Let Models Doom Your Portfolio – Forbes

Don’t Let Models Doom Your Portfolio + Comment now Financial models are fine for explaining in general how markets should work, but it’s...

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Steve Martin

Jul 9, 20121 min read

Jane McGonigal: The game that can give you 10 extra years of life | Video on TED.com

When game designer Jane McGonigal found herself bedridden and suicidal following a severe concussion, she had a fascinating idea for how...

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Steve Martin

Jul 9, 20121 min read

Gain Harvesting Before 2013 Tax Changes May Be A Good Idea – Seeking Alpha

Starting next year you must add a 3.8% Medicare tax to your investment income (including interest, dividends, gains, rents, and royalties...

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Steve Martin

Jul 8, 20121 min read

Picking the Right Financial Advisor | Darwin’s Money

Financial advice is something many need, but few want to pay for. It’s not all that surprising that financial advisors tend to join the...

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