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