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106 Things We Do For Clients, No. 41

No. 41 of 106 Things We Do For Clients Determine the risk level of your existing portfolio. When we think of risk levels, it’s natural to think of it in terms of risk tolerance—that is, the...

Bitcoin: Investment or Speculation

https://www.youtube.com/watch?v=DMrRBgWw7iA&t=43s A reader recently sent me the following email: "As you know, there are 'market experts' pitching bitcoins as an 'investment'. Has a Huge YTD...

106 Things We Do For Clients, No. 40

No. 40 of 106 Things We Do For Clients  Provide you with personal investment analysis. Generic information is great. For some of us it’s fun to understand all the various asset classes, their...

Will, HCAD May Not Always Be Essential

https://www.youtube.com/watch?v=aqx_TMCp21E&t=18s As inevitable as death is, given the way we avoid planning for it we seem to believe we will evade it if we don’t talk about it. Two-thirds of...

106 Things We Do For Clients, No. 39

No. 39 of 106 Things We Do For Clients Provide investment advice without the bias that comes with receiving a kick-back in the form of investment related commissions or other performance...

No Such Thing as a Free Pet

https://www.youtube.com/watch?v=LkHb7NPpsc4 "Want a kitten? It's free." This is an offer that I would turn down in a heartbeat. My lack of enthusiasm for cats would far outweigh my frugal...

106 Things We Do For Clients, No. 38

No. 38 of 106 Things We Do For Clients Record your cost basis on securities. Everyone know their cost basis in their investments, right? We wish that were true. Unfortunately, many people don’t have...

Mix of Bonds in Diversified Portfolio

https://www.youtube.com/watch?v=6scJWybDz2I&t=16s As I pointed out last week, bonds are the hardest investment class for most people to understand. Just to make things more complicated, not all...

106 Things We Do For Clients, No. 37

No. 37 of 106 Things We Do For Clients Help facilitate holding and warehousing mutual funds, stocks, bonds, and other securities. The days of holding a physical certificate that represent a security...

A Graphic Look at Retirement Savings

Financial journalist Megan Wells of InvestmentZen recently published an article that uses infographics as well as text to show how Americans are saving (or more accurately, not saving) for...

Bonds: Common But Confusing Asset Class

https://www.youtube.com/watch?v=VahH0nS3FY8&t=32s What would you guess is the hardest investment class for most people to understand? You might think it's stocks, or a subclass of stocks like...

Free Initial Consultation

Kahler Financial Group offers a free initial consultation with one of our skilled financial planners in Rapid City for retirement, businesses, investment, or personal wealth management. We welcome the opportunity to spend time with you, discussing your individual needs, asking and answering questions, reviewing our unique services, and confirming that KFG is the best fit for helping you achieve your financial goals. Please note that there will be no specific investment or financial planning advice given at this meeting. Please note: At KFG we made a list of all of the things we do for our clients. We’re at 106 things so far . . .

Request an AppointmentSee the 106 Things we do for our clients