Avoiding the Next ‘Madoff Situation’

Avoiding the Next ‘Madoff Situation’

In this clip, Zack Shepard and I appear on InvestmentNews TV at the Matson Money Investor Symposium to suggest steps investors should follow to avoid the next “Madoff.” “If I could give one piece of advice to an advisor, it would be that if you smell something fishy, distance yourself and your clients from that person,” Zack […]

Investor Symposium 2014

Investor Symposium 2014

It’s hard to believe it’s been 2 months since the Investor Symposium! Gathering over 1,500 coaches, clients and friends together was a powerful experience many will not soon forget. Check out some of my favorite pictures from the event! We hope you will join us for next year’s Investor Symposium by registering here. Keep it savvy, […]

Want To Help Me Write My Next Book?

Want To Help Me Write My Next Book?

Ladies, I need your help… I’m collecting information for a new book I’m writing that is geared toward helping to build financial confidence. Before I get too far, I want to make sure I’m addressing the issues that are most important to you. Tell me what you already know, and what you want to know […]

Shocking National Survey

Shocking National Survey

A shocking national survey finds that 36% of workers have less than $1,000 put away in savings and investments for their retirement. Do you fall into this category? Check out the full article here.

Provident Wealth Event

Provident Wealth Event

I want to extend a Texas-sized thank you to everyone at Provident Wealth Advisors for having me out to speak at their Dressed To Invest event! Here are a few of my favorite pictures from the night:         Remember, every woman deserves to feel confident and secure about her financial future! Keep it […]