Keeping up with the Joneses all year is hard enough. It gets even worse during the holidays, when we feel pressured to keep up, not just with the Joneses, but also with Santa, Mrs. Claus, and all the elves. Some Christmas shoppers overspend on gifts and end up paying...
Each of us has a set of unconscious beliefs about money, or “money scripts.” These beliefs, commonly formed in childhood, shape our financial choices in adulthood. Money scripts are partial truths, but one of the reasons they cause problems in our lives is...
Many of you have already met our new paraplanner, Alison Scherr. Alison was born and raised in the Black Hills area. She received her B.S. in finance from the University of Wyoming and attended graduate school in Southern California, where she received her Masters in...
Kathy Kristoff’s column today on MoneyWatch.com is one of the more comprehensive treatments of an otherwise ubiquitous topic. It’s certainly worth reading, click here.
Curtis Smith, CFP, is a financial planner who agrees with me that planners need to “walk the walk and not talk the talk.” In his recent posting on Morningstar Advisor he suggests that, until financial advisors have taken themselves through the...
