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About Steve Blum

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So far Steve Blum has created 40 blog entries.
Jan 9, 2018

Wealth Planning Strategies for 2018

2019-01-09T14:47:14-05:00January 9th, 2018|Categories: A Wealth Plan Blog|

Building an investment portfolio to withstand the unknown. Don't listen to market prognosticators; no one can tell the future. Market opinions are ubiquitous and, unfortunately, many are broadcast with the intention of profiting [...]

Jan 1, 2018

123-ABC-$$$

2022-02-28T13:03:47-05:00January 1st, 2018|Categories: A Wealth Plan Blog|

A 2006 study at Indiana State University (McCormick and Godsted: “Learning your Monetary ABCs”) concludes that teaching financial skills to young children is just as important as the teaching of reading and math. [...]

Mar 27, 2017

Name Your 401k Plan Fiduciary?

2017-05-09T14:33:01-05:00March 27th, 2017|Categories: 401k Blog|

Your 401k plan's investment fiduciary is an important member of your retirement plan team.   A paid professional, an investment fiduciary provides conflict-free investment recommendations to your plan’s sponsor or trustee. So, can you [...]

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