2020-07 Gender Wealth Gap

Closing The Gender Wealth Gap

Most of us have heard about the gender pay gap. Women on average make 82¢ for each $1.00 earned by white male workers. But there’s an even more serious gender wealth gap. The typical woman has accumulated only 32¢ in wealth for each dollar accumulated by men, says female finance pioneer Sallie Krawcheck, co-founder and CEO […]

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Real Estate Winners And Losers: Taking A Closer Look

Like many other investors, you probably own a handful of REITs or real estate mutual funds in your portfolio. Publicly traded real estate, whether packaged inside real estate mutual funds or exchange traded funds (ETFs), has been a perennial investor favorite, offering decent income payouts, good portfolio diversification, inflation protection, and tax benefits. Lately, as […]

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Quote Of The Week: What Low Interest Rates Mean For You

The Federal Reserve has pushed interest rates to new lows to fight COVID-19. How do these historically low rates affect your wallet? “Good news, bad news. Borrowers will benefit from the low-rate environment. The 30-year fixed mortgage rate is likely to remain below 4% for the foreseeable future. Auto, home-equity and other consumer loan rates will […]

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My 401(k) Match Just Got Axed. Now What?

It’s another sad reflection of the coronavirus pandemic gripping our nation. Your employer has just axed the matching contribution to your 401(k) retirement plan. For the average employee that’s a loss of over $4,000 per year. What to do now? Here’s answers to your most common questions: What’s a typical 401(k) match, and how does it work? […]

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Diamonds – And Summer Weddings – Catch The Coronavirus Blues

Summer is traditionally a time for weddings and other joyous gatherings, but the coronavirus has turned everyone’s celebration plans on their head. Even Princess Beatrice in the U.K. had to scratch her wedding plans in favor of a private, scaled-down and socially distanced affair last week. There is no doubt that the wedding industry, which […]

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7 Things You Need To Know About Investing In Preferred Securities

Many investors are attracted to preferred stock investments due to their generous income yields, but are somewhat mystified by how these hybrid securities work. Is it a stock? Or is it a bond? And when does it make sense as an investment? Here’s 7 quick facts about this often misunderstood investment category, and why they […]

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We Love To Work With Women Clients, And It Shows!

We’re thrilled and honored to share that we’ve been singled out to receive the prestigious Women’s Choice Award® for Financial Advisors and Firms for the fifth consecutive year, spotlighting our firm’s commitment to women. Numbers show that only 20% of women investors have a financial advisor, but 70% would like to work with one. The Women’s […]

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Dividends Still Have Big Appeal In Coronavirus Era

One of the best things about investing in dividend paying stocks is you get to collect a healthy, and hopefully growing, dividend while you wait patiently for the stock to rise in value over the long-term. Many investors consider it like having their cake and eating it too. Not all dividend stocks are great investments, […]

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2020-07-11 us news

US News & World Report: Last Minute Tax Tips!

We were happy to collaborate last week with U.S. News & World Report and journalist Kimberly Lankford on last minute tax tips for 2020! Here’s a couple of our favorite tax moves you can still take advantage of right now: A perfect time for the non-working spouse to start on the path to financial freedom […]

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Why Diversity Matters: If You Can See It, You Can Be It

I love the saying “If you can see it, you can be it” because it encapsulates just how important it is to have role models, and how much easier it makes our journey if we can see others like us clearing the path ahead. That’s why I was touched by a story recounted by Brett […]

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