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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...

106 Things We Do For Clients, No. 36

No. 36 of 106 Things We Do For Clients Help handle exchanges, tenders, and special stock dividends. Exchanges happen when a company is merged and the stockholders receive shares of the acquiring...

What I Didn’t Know Then About Investing

https://www.youtube.com/watch?v=t-z46ha6_NE Fifty years ago I scraped together $100 that I earned moving lawns and invested in my first stocks. I had heard a person could make a lot of money owning...

106 Things We Do For Clients, No. 35

No. 35 of 106 Things We Do For Clients Help you evaluate the differences in risk levels between various fixed-income investments such as government bonds and corporate bonds. All bonds are the same,...

Financial Planning Value By the Numbers

https://www.youtube.com/watch?v=Q0Jx6vtegqM&t=12s How much value does a fiduciary financial planner add to your investment portfolio each year? Four percent, according to Russell Investments'...

106 Things We Do For Clients, No. 34

No. 34 of 106 Things We Do For Clients Convert your investments to lifetime income. This is one of those functions of retiring that most of us think is a simple task, until we are faced with...

106 Things We Do For Clients, No. 33

No. 33 of 106 Things We Do For Clients Look "inside" your mutual funds to compare how many of their holdings duplicate each other. Owning a mutual fund is somewhat like owning a car—they both need...

Bad World News, Good Market News

https://www.youtube.com/watch?v=2dpLFd3i41E&t=21s Most clients I have met with recently show surprise when I tell them the first half of the year was a good one for investors. As one client...

106 Things We Do For Clients, No. 32

No. 32 of 106 Things We Do For Clients Improve your overall investment performance. According to three studies, an investment advisor can improve your investment performance by 1% to 6% in these...

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