Watch this video on YouTube “It isn’t how much money you make that matters; it’s how much you get to keep.” Recent years have shown most investors that an unfavorable stock market or global financial crisis can threaten their nest eggs. A potentially greater threat,...
Watch this video on YouTube Over the past year, Rapid City’s country club rebuilt its 50-year-old club house. An article in the Rapid City Journal on the opening of the new building elicited several online comments, including these: • “And for [those] who...
Watch this video on YouTube Not long ago I was meeting with a couple who were relatively new clients. We were going over data on a recent mutual fund investment, and I commented that I was surprised to see the fund offered a commission of 2.25%. As a fee-only...
Lately, I’ve been asking financial professionals this question: “Should your clients care whether you’re a millionaire?” I’ve asked financial planners, financial therapists, and clients. The responses were varied, given with considerable...
