Watch this video on YouTube It may be entertaining to watch Donald Trump point his finger and curtly say, “You’re fired!” When a client says the same thing to me, it isn’t so funny. I’m especially not amused if a client fires me because...
Watch this video on YouTube What’s the best way to hold real estate in a retirement portfolio? For many investors, the answer seems to be “not at all.” That’s not the right answer. This asset class, appropriately owned, can help support you...
Before you make any financial resolutions for the New Year, you might want to check out an article by financial planner Paul Fain, “Advice from around the country for 2015.” He asked several financial planners, including Rick, for their suggestions to...
Watch this video on YouTube Last week I reported on the three top questions investors wanted answered when advisors recommended investments. The rankings came from a survey of investors, funded by Dimensional Fund Advisors, conducted in March 2014 by Advisor Impact. I...
Watch this video on YouTube When an advisor recommends a particular investment, how do you know it’s right for you? Financial writers, myself included, say you need to ask questions. The trouble is, according to a recent survey, most investors ask the wrong...
Watch this video on YouTube Recently I heard from an insurance salesman who scolded me for never giving any investment advice except to put all your money into “The Wall Street Casino.” Over the past 23 years, I’ve penned scores of columns about the...
