Month: September 2008
Sep 29, 2008
Would you take a few minutes to participate in a brief online survey? The survey is in support of doctoral research being conducted by one of my colleagues that I believe will have a positive impact on the practice of financial planning. As I think you know, I’ve...
Sep 26, 2008
Watch this video on YouTube Okay, I’ll admit even I am starting to get scared. No, I’m not concerned about my asset allocation policy, my mutual fund investments, or the US economy as a whole. What scares me is the economic ignorance of our two Presidential...
Sep 25, 2008
New York Times- September 25, 2008, “How to Treat a Money Disorder” by Sarah Kershaw The article features the work that Dr. Ted and Brad Klontz and Rick have pioneered around financial therapy. Wynonna Judd was interviewed for the article that also...
Sep 24, 2008
What about other money market funds available to your clients? Is client money safe in those funds? We cannot predict the effects of recent market conditions on any security, including money market mutual funds. However, we can tell you that TD Asset Management USA...
Sep 23, 2008
Last week was busy in more ways than one for Rick. He did an interview on every major network in Rapid City on Wednesday and Thursday. We thought you would be interested in Rick’s interview on the local NBC affiliates “Morning Show” on Thursday,...
