Tag Archives | women and wealth
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Quote Of The Week: Good Stocks Versus Clean Socks

What Women Would Do Differently In A Financial Do-Over A major financial firm surveyed women who were divorced or widowed about the financial challenges of being on their own.  Nearly 60% of women surveyed said they wished they had been more involved in their finances while they were married. In fact, more than half said […]

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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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St. Patrick’s Tip: One Way For Women To Turbo-Charge Their Retirement Income

Last week, I did a talk for a Fort Lauderdale women’s group about how women can control their money rather than letting it control them. I included a totally amazing tip to help women boost their retirement income (so amazing I had to triple-check the numbers myself!). It almost seems too good to be true, […]

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Barron’s 2018 Top Independent Women Advisors Summit

Mari had the good fortune to spend 2½ days last week at the gorgeous Palm Beach Breakers hotel, site of Barron’s 2018 Top Independent Women Advisors Summit. It’s a fantastic setting, and offers unsurpassed networking with leading women financial advisors from across the country. It’s also a great opportunity to learn what’s new in investment strategies […]

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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 & 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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Women Still Face Challenges As Financial Advisors But Times A-Changin’

Women financial advisors are still a small minority, but The Times They Are a-Changin’ in the famous words of songwriter Bob Dylan. Many successful women advisors, like us, feel that – despite the many challenges – the career is tailor-made for women, offering great flexibility and enormous personal and professional satisfaction. See our earlier article on “Why We […]

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Mari Adam Participates In Women’s Wealth Summit In Atlanta

Mari Adam was part of a select group of executive women in wealth management invited to Atlanta March 4-5 to take part in the Financial Advisors Women’s Summit, hosted by United Capital Private Wealth Counseling. The Summit focused on the challenge of building the “Firm of the Future,” and addressing the professional and personal needs […]

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