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Brain Can Sabotage Buy-and-Hold Investment Strategy

Watch this video on YouTube Over 25 years of writing this column, I have often discussed the value of a static buy-and-hold asset allocation with periodic rebalancing. This means investing specific percentages of your portfolio in several asset classes (a few of which...

Estate Planning Beyond Traditional Family

Watch this video on YouTube One of the reasons so many of us procrastinate when it comes to estate planning is a reluctance to think about death and dying. Another reason that may be even stronger is the need to make decisions. It’s not so hard to make an...

Talking About Death, Money, and Emotions

Watch this video on YouTube One of the challenges in financial planning is the strong taboo in our society against talking about money. Another powerful taboo is talking about death when someone has a serious illness. When someone is diagnosed with cancer, for...

Final Weekend to See Marcia Kahler in The Glass Menagerie

This is the last weekend to see Marcia Kahler (Rick’s wife) perform the lead in Tennessee Williams’ epic play, The Glass Menagerie.  This classic American memory play unfolds in the studio theater as Tom, the work’s narrator, looks back on a...

Teacher Salaries Adjusted For Cost of Living

Watch this video on YouTube South Dakota is tops in many things. We are consistently rated as among the best in the nation for business climate, trust law, clean air, low taxes, and the best cities to retire in. It annoys me, then, when we are last in something...