Category Archives: Articles

Steve is interviewed by Radio Amerika Now (click here)

Barb Adams of Radio Amerika Now interviews Steve about his book. AmerikaNowJan102015Hour3 Share

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Article from Charlotte Observer.com

Business Q&A: Here’s why you should negotiate with financial advisers By Deon Roberts deroberts@charlotteobserver.com Posted: Saturday, Nov. 01, 2014 If Steven Blum has just one piece of advice for people wanting to be better investors, it’s this: Be a better … Continue reading

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Article from The Swarthmorean October 10, 2014

Local Professor Urges Investors to Negotiate With Their Financial Advisors  Most people who shop for a car or house, don’t usually take the first price offered. They ask questions. They negotiate with the dealer or seller for the best price. … Continue reading

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RETIRE RICH: The slow, steady path to peace of mind

By Steven G. Blum The Saturday Evening Post  October 2014 There is nothing more es­sential to living a finan­cially successful life than developing a habit of sav­ing. It is more important than spend­ing wisely, although that is also vital. It … Continue reading

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Buy Stocks for the Long Run

By: Steven G. Blum In Issue: September/October 2014 Wisdom dictates that your investment portfolio should be balanced by dividing it among a number of different asset classes. These include stocks, bonds, real estate, and cash equivalents (such as money market … Continue reading

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Use This Script To Chose The Right Financial Advisor

Lou Carlozo,  Money Under 30 August 1, 2014 Hooking up with a good financial advisor can be a lot like finding an ace mechanic: Wherever possible, you’ll want to use word of mouth from trusted friends or family members to … Continue reading

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A Swiftly Tilting Planet

A Swiftly Tilting Planet Industry Insight By Bob Veres August 1, 2009 In a compliance session at the recent NAPFA National Conference in Washington, Steve Blum, a business ethics professor at the Wharton School, talked about the difference between strict … Continue reading

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Hiring (Or Firing) A Financial Advisor

Seeking new standards from investment professionals. It’s been months since most investors began seeing big losses on their financial statements. If they haven’t yet hired a financial advisor, many are thinking about doing so now. Others, who already have financial … Continue reading

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Worthwhile Financial Advice Must Come From a True Professional

Those who seek to safeguard their financial future face many challenges. The difficulties of economics, taxation, complicated mathematics and planning for the future all come together in a convoluted bundle. Each piece can be a challenge and each is significant. … Continue reading

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A New Professionalism

We live in complex and confusing times. Everyone is required to make many judgments, weigh many issues, and take a great deal of information into account on a daily basis. So many of the important decisions we must make call … Continue reading

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