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106 Things We Do For Clients, No. 33

No. 33 of 106 Things We Do For Clients Look “inside” your mutual funds to compare how many of their holdings duplicate each other. Owning a mutual fund is somewhat like owning a car—they both need some maintenance to ensure the best performance. Cars...

Bad World News, Good Market News

Watch this video on YouTube Most clients I have met with recently show surprise when I tell them the first half of the year was a good one for investors. As one client said, “How is that possible with all the problems in the world?” She ticked off the...
How To Prepare For Retirement

How To Prepare For Retirement

HOW TO PREPARE FOR RETIREMENT July 5, 2017 | Larry Light Too often, people don’t plan for retirement, and get a nasty syrprise when life deals them an unpleasant surprise. Rick Kahler, the founder of Kahler Financial Group, in Rapid City, S.D., has a common-sense...

106 Things We Do For Clients, No. 32

No. 32 of 106 Things We Do For Clients Improve your overall investment performance. According to three studies, an investment advisor can improve your investment performance by 1% to 6% in these ways: optimizing your asset class selection, lowering your management...

Portfolio Performance More Than Beating the Market

Watch this video on YouTube Are your investment returns beating the market? That question isn’t as simple to answer as you might think. First of all, “the market” isn’t easy to define. You can compare your investment returns to the Dow Jones...