No. 43 of 106 Things We Do For Clients Provide you with alternative investment options.
Even the seemingly cold and calculating world of investing is driven by emotions! Economic theory is being skewed as economists realize consumers are making irrational decisions not in their best interests. Just like an alcoholic, we become intoxicated on easy credit, financial entitlements, and living a lifestyle that’s a lie! Money touches everything in our […]
If you are not a natural number cruncher, you may be like one of my clients who says, “When I see big numbers in an article, my brain just skips over them.” Unfortunately, skipping over numbers can lead to serious misunderstandings. Here are three questions to ask that can help you clarify those big numbers.
Alison Scherr, COO of Kahler Financial Group, was featured on a panel at the 2017 Insider’s Forum conference this September in Nashville, TN. She addressed the many business reasons why even very successful firms might want to evolve existing service models. She was asked to speak about our Aspen offering, which we rolled out 18 […]
In light of the recent Equifax data breach, the local media interviewed Rick for his take on the situation. Please check out the links below to hear what he had to say. We are also encouraging everyone to contact their senators and congressmen about pushing for action regarding social security numbers and the ability to […]