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Culture, Cash, and Common Sense

Watch this video on YouTube Culture is “The stories you tell yourself about how things ought to be, usually at a very young age.” This definition came from social anthropologist Dr. Jennifer James as she spoke to several hundred financial planners at the...

Living Within Your Means – “Geeky” Concept to the Young?

During a recent interview with a reporter, I mentioned the importance of living on what you earn. To me, this is a no-brainer. It’s the most basic of financial precepts and the foundation of financial health. Her response was both fascinating and frightening. She said...

Rick Receives Five-Star Designation

The Paladin Registry announced this week that Rick has been awarded the its Five Star quality designation. The Paladin Registry is an independent firm that provides free education, search, and documentation services to investors who use the services of financial...

NAU Alumni Address The Causes and Cures of the Recession

Rick had the honor of being part of a panel discussion at National American University’s Alumni event on Saturday, May 16th, in Rapid City. The panel directed their remarks to the causes and cures of the current recession. Also serving on the panel were Linda...

Advisors Use Tech To Connect with Clients

The above headline would have certainly been more in line with the informative story by Davis Janowski that appeared today in InvestmentNews. The article featured a number of financial advisors who use electronic media to better communicate and educate their clients....