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 […]

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.

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.