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Retirement Playbook: How Portfolios Can Bounce Back From Down Markets

It’s easy to get caught up in discouraging economic news, and lose sight of your long-term financial roadmap. That’s why Mari was glad to have a conversation with veteran financial journalist Gail MarksJarvis, writing for Barron’s, about how retirees can stay on track by taking positive steps to protect their portfolios in times of turbulent […]

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Married Women At Greatest Financial Risk In Retirement

Living in a two-salary household should provide stability and financial security, right? Not necessarily, says a new report from the Center for Retirement Research at Boston College, which draws some surprising conclusions about women, money and financial choices. Despite higher household income, married women in two-salary families are actually at the greatest financial risk in retirement. […]

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Quote Of The Week: Women Save, Men Invest

“An adage in the financial sector goes that women save and men invest – and this still rings true. It seems that even women who have money to put aside tend to squirrel it away rather than try to grow it” Hilary Osborne, “Why women need to stop saving their cash – and start investing,” The […]

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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 Women’s Choice Award® for the fourth consecutive year, spotlighting our firm’s commitment to women. The Women’s Choice Award® is the premier recognition award for well-qualified financial advisors who are committed to the women’s market and serving their female clients. This recognition demonstrates our unwavering […]

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Why Women Need To Take Charge Of Their Money

Fidelity CEO Abby Johnson has been called one of the most powerful women in finance, so it makes sense that she understands the financial power of women. Johnson noted in a recent interview that women control an increasingly large share of overall wealth in the United States, and when women begin shopping around for an […]

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