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Leaving Financial Decisions Up To Your Partner? That Could Hurt You Later

One of our clients was suddenly thrust into the role of financial decision-maker when her husband died several years ago. While he was alive, she never reviewed the investments, handled the budget, or even wrote a check. You can imagine the confusion when she found herself alone … and in charge. We were brought in […]

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Quote Of The Week: What Makes Women Great Investors

Liz Ann Sonders, Chief Investment Strategist at Charles Schwab & Co., and one of the most visible women in finance, was recently interviewed by Kiplinger magazine. Here’s how she described the strengths that can help make women great investors:  “In general, they tend to have longer time horizons than men. They’re more methodical and more […]

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Are You Prepared? What One Financial Journalist Learned When She Was Unexpectedly Widowed

Rave reviews for our guest speaker, financial journalist Robyn Friedman, who led an informative session in our offices last Thursday sharing her personal experiences and financial challenges after unexpectedly losing her husband. Robyn addressed a gathering of clients, friends and guests as part of our ongoing client educational series. She recently published an article in […]

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If You Could Turn Back Time …

If something happened to you or a loved one tomorrow, would your finances be in good hands?  Or would you (or your loved ones) be scrambling to find statements, pay bills, and locate passwords? Are you ready for the unexpected? Or would you need a “do over” to handle things better the second time around? Women, in […]

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Celebrate International Women’s Day March 8!

International Women’s Day is Thursday, March 8. We’re proud to support women as they #PressForProgress. We help empower women by: training, mentoring and encouraging women who are studying to be Certified Financial Planners® or are interested in careers in personal finance and investments; educating women to understand and take charge of their personal and family […]

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Save The Date: Thursday, March 15 Wine & Cheese Event

Do you ever wish you could turn back the clock and do things over before it was too late? Or give your younger self some timely advice that would save you money and heartache? This is your chance to learn from experience. Please mark your calendars Thursday, March 15 (4 to 6 p.m.) for our special  Wine […]

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Women Financial Advisors Make Time For Miami Networking

There’s nothing quite so satisfying as catching up with our colleagues to share thoughts about what’s happening in the market and with our firms. Even better when the group in question is women financial advisors in South Florida. There is actually quite a concentration of us down here, and it’s always a pleasure to meet […]

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Hold The Roses. Here’s What Women Really Want.

Forget jewelry, roses and that box of chocolates. Here’s what women really want, says a survey of 1,000 women carried out by Ellevest, a digital investing platform for women.

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Women & Wealth: Come Join Us At Orlando Money Show – February 8

Here’s your chance to attend a special half-day of complimentary Women & Wealth expert panels addressing cutting-edge topics about women, retirement, and investing. It all takes place the morning of Thursday, February 8 at The Money Show in Orlando. We’ll be participating in the Women on Wealth panel on Bridging the Longevity Gap: Retirement Strategies for […]

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We’re Going To The Money Show!

We’ve been invited to speak at The Money Show in Orlando on February 8, and you’re invited! This is a fantastic, free event where you can learn all about the Best Money Ideas of 2018 and explore hot investment topics like Biotechnology, Dividend Growth and Utility Stocks, Cannabis Investing,  and Cryptocurrencies. The Show runs February […]

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