BTMW – SAYING GOODBYE WHILE BITING THE HAND(S) THAT FED YOU – (POSTED 10/27/08)

by Rick Shaffer 27. October 2008 10:52
Talk about biting the hand(s) that feed you.  A Bloomberg News article (carried by the Boston Herald in it’s October 18, 2008 edition), features a letter written and sent to previous clients that illustrates:   Ø     One very disillusioned, ... [More]

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‘NEW’ ANNUITIES – SAME PRODUCTS, DIFFERENT PITCH – (POSTED – 10-27-08)

by Rick Shaffer 27. October 2008 10:45
Lots of calls on The Money Show this weekend about annuities.  Not surprising at all.  Why?  With the economy/markets in turmoil, investors (large and small alike) are more than ever looking for safe havens (with guaranteed great returns) to invest their assets in.  The problem &... [More]

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SUGARCOATING – NO; SILVER LININGS – YES (POSTED 10-21-08)

by Rick Shaffer 21. October 2008 11:01
If you listen to The Money Show, or follow this blog (hopefully, both) you know that we haven’t tried to sugarcoat the current economic crises.  Indeed, just to name a few major negatives we’ve pointed out:    ·        The... [More]

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MARKETING TIMING – IF YOU WON’T BELIEVE US… (POSTED 10/14/08)

by Rick Shaffer 14. October 2008 15:02
Throughout the ongoing economic “crisis’ of the last month, one ‘mantra’ we have consistently repeated and continue to do so, is that, despite the terrible urge to do so, investors should not be market timing, pulling their long term (5-years or more) investments (usually ret... [More]

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So, Why Isn't Everything Fixed, Already?!

by Rick Shaffer 7. October 2008 14:35
.             Now that the ‘Bailout/Rescue’ whatever-you-want-to-call-it bill has been signed into law, the question on the Street (Main Street, that is), is, why isn’t everything fixed, already?!  Well (unfortunately)... [More]

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About Rick Shaffer

Rick Shaffer brings “The Money Show” to 96.9 WTKK, Boston's Talk Evolution each Saturday Afternoon from 1PM - 4PM. Then on Sunday from 9AM – NOON, Rick Shaffer and Susan Kaplan reprise the Money Show where they discuss everything from finance and investment to real estate and law.

Shaffer, an attorney with the law firm of Andrews & Updegraph and a graduate of both Boston College and Northeastern University School of Law, has hosted “The Money Show” since 1991. He has also been a regular guest and contributing financial expert on various programs on New England Cable News, WLVI-TV and other local television stations, and has been a financial, real estate and business writer for the Middlesex News, the Boston Herald, the Boston Globe and S&P Personal Wealth.

Susan Kaplan is a Certified Financial Planner and is the president of Kaplan Financial Services in Wellesley. For the past four years, Worth Magazine has named Kaplan one of the top 200 financial planners in the country and she has been featured in Louis Rukeyser’s Wall Street and Mutual Fund publications.

In 2006, Barron’s named Susan as one of the top 100 Women Financial Advisors in the country. Susan has also been named by Boston Magazine as one of the top 10 financial advisors in Boston (March 2006) and inducted into the 2003 Advisor Hall of Fame by Research Magazine. Susan has been chosen by Worth Magazine as one of the top 100 financial planners in the country for six years. She has been chosen by Medical Economics in the past five consecutive years as one of the best 100 financial advisors for doctors.

Susan has been featured in Louis Rukeyser’s Wall Street and Mutual Fund publications as well as numerous other financial journals. She has appeared on Bloomberg News, CNBC, WGBH, and Channels 4, 5, and 7. She has been asked to speak on investments at several major national meetings and has also been chosen to do Money Makeovers for the Boston Globe. She was a presenter at the CNBC / Fidelity Money Show for two years in a row. She co-hosts the radio show, The Money Show, on WTKK – 96.9 FM every Sunday morning.

 

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