Watch this video on YouTube One of my clients recently asked me, “How much has your portfolio lost in the market this quarter?” My answer was, “Exactly the same percentage as yours.” To me, managing my clients’ portfolios in the same way I manage my own is a...
Watch this video on YouTube Friday, October 10, was one of the darkest days of my professional career. Indeed, that whole week was one of the most emotionally exhausting times I’ve ever had in my work. It was a helpless feeling watching the portfolios of my clients in...
Understanding medicare can be challenging, even for financial planners. This is one health care program where there is no one size that fits all. Join us this Thursday for a teleclass with our guest, Vicki Simpson, an expert in individual health insurance and Medicare...
Watch this video on YouTube With the current economic news, “investing” in the lottery might be tempting. But before you go buy a bunch of tickets, here’s a story I recently heard from an old friend. He and his wife had won a million dollars in their state lottery...
With a little luck and a lot of hard work, Corbin Morse became successful as a rancher in western South Dakota in the early days. The story is told that he was waiting out a snowstorm in the lobby of the Harney Hotel in Rapid City one bitter cold night. A half-frozen...
