No. 44 of 106 Things We Do For Clients Show you how to access your statements and other information online. The days of calling your investment advisor and requesting a current portfolio report are over. Today almost every investment advisor will give you online...
Watch this video on YouTube Here’s a risk to your financial health that may surprise you: following poor financial advice or buying expensive investments from relatives and friends. There are two reasons for this. First, we tend to trust and rely on people we...
No. 43 of 106 Things We Do For Clients Provide you with alternative investment options. When Americans think of investments the focus is usually on stocks, which represent owning a slice of American companies. This is not surprising, since the focus of the financial...
Watch this video on YouTube If you are not a natural number cruncher, you may be like one of my clients who says, “When I see big numbers in an article, my brain just skips over them.” Unfortunately, skipping over numbers can lead to serious...
Alison Scherr, COO of Kahler Financial Group, was featured on a panel at the 2017 Insider’s Forum conference this September in Nashville, TN. She addressed the many business reasons why even very successful firms might want to evolve existing service models. She...
