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Month: April 2019

Capitalism and Its Critics

Watch this video on YouTube Is capitalism broken? Increasing numbers of Americans, particularly younger adults, seem to think so. This idea is part of the motivation for those who, as discussed in last week’s column, are turning toward socialism. An Axios poll...

Financial Therapy Helps Money Emotions

April 24, 2019 @ 12:00 am Runtime: 2:47 Most clients have complicated relationships with their finances, according to Rick Kahler, founder of Kahler Financial Group, and financial advisers can help. Click HERE to watch the video interview Rick Kahler did with...

Do New Socialists Really Want Socialism?

Watch this video on YouTube Increasingly in the US, it’s becoming more socially acceptable—perhaps even fashionable—to be anti-wealth and anti-capitalism. Even identifying as a socialist is no longer the dominion of the far left but is gaining popularity. A number of...

InvestmentNews announces 2019 Innovation Awards winners

Apr 17, 2019 @ 9:00 pm By InvestmentNews Six firms received InvestmentNews Innovation Awards Wednesday night for their creative and effective approaches to helping advisers run better businesses, improve client outcomes and tackle other planning industry challenges....

When Frugality Is Not a Virtue But a Risk

Watch this video on YouTube Frugality is a valuable financial habit. It’s the number-one common denominator among people I know who are wealth builders. This makes sense, since no matter how much you make or what you may invest in, you’ve got to be able to live...