Tag Archives | Barron’s
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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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Quote Of The Week: Cash May Be King, But It Isn’t Earning Anything

“Over the past two months, households have understandably wanted to boost their cash holdings to wait out the unprecedented volatility of the first quarter and the fear of lost wages.” “But while holding cash can be reassuring for households needing to meet short-term obligations, it can be detrimental to investment portfolios when it isn’t earning anything. And with […]

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2019 Barron’s Independent Women Advisors Summit

You can’t really call it a hardship assignment! Last week, Mari got to spend three very enjoyable and productive days hanging out at the Breakers in Palm Beach as part of the Barron’s Independent Women Summit. It’s an annual get-together for preeminent women running independent financial advisory firms, like ours. Yes, we get to meet […]

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Barron’s Top Independent Women Advisors Conference

It may be over 90 degrees outside on the streets of Washington D.C., but we’re having a “cool” time inside at the Barron’s Top Independent Women Advisors Conference! Select women financial advisors from across the country are here to network and learn about what’s new in investments, marketing, client service, and women’s entrepreneurship, with presentations by Pauline […]

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