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Month: February 2013

Rick Cited in Money Magazine

“Have you charted the right path to financial security?” An article by Donna Rosato in the Jan/Feb issue of Money magazine asks this question and poses eight questions to help you find out. Rick is among several financial advisors cited in the article. One...

Flying the Not-So-Friendly Skies

Watch this video on YouTube What matters most when you’re choosing the stores or service providers you want to do business with? Ask several people that question and you’ll get a variety of answers. One common factor, though, will probably be customer...

Controlling the Power of a Power of Attorney

Watch this video on YouTube Is it a good idea to give control of your finances to someone else through a power of attorney? Maybe. Or maybe not. It’s foolish to sign away complete authority to someone who may or may not be trustworthy. It’s equally foolish...

Diversification Is a Balanced Investment Diet

Watch this video on YouTube With displays of Valentine candy in every store, February is the perfect time to talk about chocolate. A creative financial planner might even steal Forrest Gump’s analogy and say, “Diversification is like a box of...

Doing Better Than We Think In South Dakota

South Dakotans have a long-established money script that “we are a poor state.” Everyone in the state knows it, and we’ve always had the facts to prove it. We’ve grown accustomed to being at the lower rungs of almost any financial measurement....