Rick Kahler

• Wealth Management Whac-A-Mole

  By John Sullivan  |  April 29, 2013

  Financial advisors just won’t stay down.

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  IRA Cap Gives Rise to New Funding Strategies

  By John Sullivan, AdvisorOne  |  April 17, 2013

  As with the Whac-A-Mole carnival game, new regulation means new opportunity.

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  Second Thoughts: Making Better Decisions

  By Olivia Mellan, Sherry Christie  |  February 25, 2013

  When messages from a client's rational and emotional minds are contradictory, we need to arrive at a resolution that integrates them.

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  Double Think: Winning the Battle Over Your Clients’ Two Brains

  By Olivia Mellan, Sherry Christie  |  January 21, 2013

  It’s impossible to read minds, but an understanding of how people’s brains work can help you better serve clients.

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  A House Divided: Help Client Couples Work Together

  By Olivia Mellan  |  October 23, 2012

  During the 30-plus years I’ve been counseling couples and teaching them how to resolve conflicts, I’ve identified many ways they tend to polarize around money.

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  What Advisors Are Telling Panicky Clients About Market Volatility: Roundup

  By Joyce Hanson, AdvisorOne  |  August 18, 2011

  The market’s wild ride in the last few weeks has created extra work for advisors—who have spent a lot of time reassuring panicky clients about their investments. Here's a roundup of what advisors and other finance professionals are advising clients to do

• College Savings: Do Your Homework

  By Marlene Y. Satter, AdvisorOne  |  August 1, 2010

  David Blain of D. L. Blain & Co., LLC in New Bern, North Carolina, recounts a new client couple who came to him already buried...

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  Time for a Transition (XI): Blogging for Business

  By Marie Swift  |  July 15, 2010

  In recent months, I've been about building client loyalty and share of mind with prospective clients and clients of influence, or COIs. In the May...

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  Alternative Strategies Gaining Momentum

  By Ed McCarthy, CFP  |  January 20, 2010

  Hedge funds had a good year in 2009. According to the Hedge Fund Research, the HFRI Fund Weighted Composite Index was up 20.04 percent for...

• Making Lemonade

  By Olivia Mellan  |  August 1, 2009

  Laura Hearn is a private client advisor for RMB Capital Management in Chicago, which manages about $1.2 billion in assets for wealthy families around the...