Choosing A Financial Advisor

Why is Money Talk Taboo?

As a society, we pay a very high price to keep silent about money.  Why is it that many Americans feel more comfortable talking about politics, taxes, death or religion? Our hangup about money conversations contribute to “50% of first marriages ending in divorce, 70% of families failing to successfully pass down their wealth to future…

Read More

5 Ways to Better Connect with Female Investors

As seen in Kiplinger It’s amazing when you think about it that there’s still a pretty broad belief out there that women aren’t interested in dealing with finances — particularly when it comes to investing in their futures. As a woman who’s been in the male-dominated financial industry for more than 30 years, I can…

Read More

The Power and Importance of Humanizing Investment Advice

As seen in Kiplinger One thing I’ve learned while giving investment advice over the years is that it’s important to understand the person behind the portfolio. Just knowing what someone’s bottom line is — how much they’ve saved for retirement, where they’ve invested their money, how much risk they’re willing to tolerate — doesn’t tell…

Read More

Who’s Your Pilot?

  Who’s Your Pilot? Do you like to travel?  When you do, do you take an airplane?  What do you expect when you step foot on that plane?  You are probably expecting a few things: 1. That the pilot is qualified, 2. That the pilot has a flight plan to make it to your destination,…

Read More

Myths and Misconceptions of the Financial World

Myths and Misconceptions of the Financial Industry Oftentimes, we respect and value someone’s opinion because of their educational background or industry experience.  It’s rare for the common person to doubt a strong opinion if there’s enough accolades, degrees, or certifications qualifying it.  But did you know that doctors used to endorse Camel cigarettes in the…

Read More

What Matters Most in Retirement

What Matters Most in Retirement If you turn on the radio today, you might hear a catchy song which gives us a glimpse of what really matters most in life.  The song is called, “Like I’m Gonna Lose You” by Meghan Trainor and John Legend.  The lyrics speak of suddenly losing a loved one in…

Read More

5 Things Your Broker Should Have Told You

Be Prepared for Retirement—5 Things Your Broker Should Have Told You You’ve made it to retirement.  You’ve worked all your life to build your life savings, so what do you do now?  Many of us have had decades of experience in our respective fields of expertise, but how much experience do we have being retired? …

Read More