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Month: August 2016

Rick Quoted in New York Times Article

Ron Lieber, “Your Money” columnist for The New York Times and author of The Opposite of Spoiled, has an excellent article in the August 26 online issue of The Times entitled “7 Essential Money Questions Sure to Start a Conversation.” Rick is...

More Americans Joining Ranks of Wealthy

Watch this video on YouTube What would it take for you to become a one percenter? How much net worth would put you in the wealthiest one percent in the United States? In a recent discussion with a colleague, I suggested this number was $1.2 million. He said $9...

Passive Investment Strategy or Reverse Churning?

Watch this video on YouTube Both fee-only financial planning firms and companies that sell financial products are beginning to see some unintended consequences from the recent Department of Labor fiduciary rule. The rule requires that all financial advisors who deal...

Live in the Present, Plan for the Future

Watch this video on YouTube Being present. Living in the moment. These important aspects of personal and spiritual growth may sound simple and attractive, but they are far more difficult to practice than they seem. Like many of us, I spend a lot of time worrying about...

Best Wishes to Ryne!

Ryne MacPherson just completed a summer internship with Kahler Financial Group. He is currently enrolled at Utah Valley University in their financial planning program and will graduate with a four-year degree in financial planning this December. Utah Valley has the...