Taking Stock

Taking Stock

While on my media tour, I stopped by Bloomberg radio to interview with Pimm Fox of “Taking Stock.” During this interview I discuss topics such as the importance of owning equities long-term, the difference between men and women as it pertains to investing, and why it’s important for you to find a financial coach to […]

Investing Lessons From the Olympics

Investing Lessons From the Olympics

Since the Olympics closing ceremony was last night, I thought I would share with you the article I recently wrote for Women Advisor Forum discussing what we can learn about investing through the 2012 Olympics. When I started the article I thought my primary focus would be on the diversity the Olympics has between countries, […]

Rebalancing

Rebalancing is an often overlooked key to maintaining a disciplined investment strategy. Find out how rebalancing your portfolio can keep you on track long-term.

Packing Your Portfolio For Every Kind Of Weather

I’ve been travelling quite a bit lately, and I have learned a very important lesson about packing: I hate packing light! Packing to carry-on leaves a lot of room for being unprepared – and I HATE to be unprepared. You just never know what might happen when you are in a new city with only limited clothing resources. […]