Marty's Blog


Well, here we are again…   We are officially one month away from the dreaded date of April 15th, and the IRS is anxiously awaiting its arrival. When it comes to the subject of taxes, there is no shortage of opinion.  Raise taxes, lower taxes, give more tax credits, abolish the entire code…  The full […]


http://www.lifehack.org/articles/money/25-unnecessary-wastes-money-you-dont-think-about.html


Analysts warn of 70’s-Style Stagflation

Posted: February 17, 2017 at 12:49 am

afr.com FEB 16, 2017 ORIGINAL SOURCE: Analysts warn of 1970s-style stagflation as US prices rise, industrial output falters by Karen Maley of Financial Review on 2/16/2017 Could it be that for over 40 plus years a 70’s-Style Stagflation is back? Do we now have the perfect conditions for it or is this just a flash […]


401k Plans are not only a valuable tool for the average American worker to save for retirement, but they are a critical means today for employers to attract and retain the talent that they need in order for their business to succeed. However, for the smaller- and medium-sized businesses, there may just not be enough […]


Indiana Jones and the Holy Grail of Investing

Posted: February 3, 2017 at 9:24 pm

If you’re anything like me and enjoy the occasional movie from time to time, you probably have a list of your top-movies of all time.  At the very least, you can probably identify movies or characters from movies that are nothing short of iconic.  Characters like Darth Vader.  Or James Bond.  Or Indiana Jones. Indiana […]


Throwing darts, playing double-dutch, and picking stocks

Posted: January 20, 2017 at 6:29 pm

It happens every day. Everyone does it. People just love to talk about the things that are going well in their life. The exciting stuff! Sharing good news reinforces the good feelings within us, and more often than not spreads feelings of joy, gratitude, and excitement to those around us. We do it all the […]


Outflows from Hedge Funds Gaining Steam…

Posted: January 13, 2017 at 7:29 pm

Hello everyone and Happy Friday! It’s been a busy week but I wanted to make sure I got a post up for my readers this week. Thanks for your inquiries and questions! Quick note: Many of you have inquired about how to know if you’re paying too much on the fees associated with your mutual […]


The Not-So-Magnificent Seven? Actually…425.

Posted: January 4, 2017 at 9:31 pm

MSN Money profiled seven mutual funds that failed in 2016.   Their headline, while accurate in telling how many they profiled, doesn’t tell the whole story. https://www.msn.com/en-us/money/mutualfunds/7-funds-and-etfs-that-entered-the-graveyard-in-2016/ar-BBxJvD6 The article reveals that 425 mutual funds were liquidated in 2016.  425! And that number doesn’t include funds that were bought-out/merged. This is actually pretty common. In fact, […]


First and foremost, let me say that I hope that all of you had a fantastic holiday season to close out 2016, and that 2017 has many great things in store for you! The New Year is always an interesting time, isn’t it? This time around it seems like many people (at least according to […]


A Trump administration and the DOL Fiduciary Rule

Posted: November 21, 2016 at 4:52 pm

Whew! Is anybody else glad the the election is over?? Whether the outcome was one that you preferred or not, I – for one – am glad to be able to make it through my day without being bombarded by campaign ads. I’m still hoping that at some point the Facebook rhetoric will slow down […]