Blog | Purposeful Financial and Legacy Planning

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...

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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...

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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...

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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...

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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...

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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...

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Steve Martin

Apr 28, 20122 min read

Holding Stocks Long Term – Seeking Alpha

Yesterday I did a conference call with AdvisorShares that covered a lot of ground, including a reason or two to try to hold stocks (or...

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Steve Martin

Apr 28, 20121 min read

Why The Slowing Economy May Not Matter – Yet – Seeking Alpha

The talk about the economy reaching “escape velocity” has turned out to be just another case of Wall Street hype, fortified by a...

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Steve Martin

Apr 28, 20121 min read

Swensen’s 6 ETF Portfolio – Seeking Alpha

“Basic financial principles require that long-term investment portfolios exhibit diversification and equity orientation.” So writes David...

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Steve Martin

Apr 28, 20121 min read

The Elephant In The Room For Passive Asset Allocation Strategies – Seeking Alpha

Let me start by saying that I believe a low-cost, passive investment strategy based on the tenet of diversification is a prudent starting...

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Steve Martin

Apr 28, 20121 min read

Facing Down Your Fear

Change is frightening for everyone, but I think going through a midlife career change is especially scary. We are putting a lot on the...

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Steve Martin

Apr 28, 20121 min read

Investors: Five Ways To Lose Money Without Trying – Forbes

Investors woke up to a surprise on Thursday: jobless claims came in higher than expected and ExxonMobil (XOM) missed earnings by 9 cents...

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Steve Martin

Apr 28, 20121 min read

Career Thoughts From a Florida Beach

I’m sitting looking out on the white soft sand of Crescent Beach in Siesta Key and savoring some career changing lessons. Mom, who is 82,...

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Steve Martin

Apr 27, 20121 min read

Surviving ‘Taxmageddon’ Without Maiming The Economy

(Bloomberg News) The nation is hurtling toward what has been called “taxmageddon,” the enormous tax increases and spending cuts scheduled...

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Steve Martin

Apr 27, 20121 min read

Taking Social Security At 62 Makes Sense In Some Circumstances

Prevailing logic is that citizens should wait as long as possible to collect Social Security so their payments will be higher, say...

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Steve Martin

Apr 27, 20121 min read

‘Elderly’ No More

‘Elderly’ No More By JUDITH GRAHAM “Have you thought about changing the name of that blog you’re writing for?” Ann Fishman asked. “The...

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Steve Martin

Apr 26, 20121 min read

Behavior Gap: Plans Are Worthless

The idea that financial plans are worthless may seem a little odd coming from someone like me. The reality is that while I think...

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Steve Martin

Apr 26, 20121 min read

It’s Time to Stop the Plundering of Investors – On Retirement (usnews.com)

It’s Time to Stop the Plundering of Investors By Daniel Solin April 26, 2012 RSS Feed Print The first quarter of 2012 was a good one for...

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Steve Martin

Apr 26, 20121 min read

It’s Time to Stop the Plundering of Investors – On Retirement (usnews.com)

It’s Time to Stop the Plundering of Investors By Daniel Solin April 26, 2012 RSS Feed Print The first quarter of 2012 was a good one for...

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Steve Martin

Apr 25, 20121 min read

Five Popular Insurance Policies That You Do Not Need

I recently asked J. Money’s readers a couple of weeks ago over at his site, Giveaways Are Sexy, which insurance policies after the normal...

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