That’s the opening sentence of an article by Christina Nelson, based on an interview with Rick, published in the June 2012 issue of the Journal of Financial Planning. In the article, part of a Journal series called “10 Questions With Noteworthy People,” Rick discusses using technology in his practice, financial therapy, and his 30-year financial planning career. He also reviews his investment philosophy. It has evolved since his ninth-grade venture into buying stocks, which taught him first-hand the risks of investing in stocks directly.
Read the entire article here.