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.

Dressed To Invest – Texas Style!

Dressed To Invest – Texas Style!

My fabu-shoes are packed and I’m ready to head to the great state of Texas! Tomorrow I will be presenting at the Dressed to Invest Divas Event sponsored by Provident Wealth Advisors. They have planned a night of finance and fun… Dressed to Invest style! Hope to see you there!

Behavioral Economics Show That Women Tend To Make Better Investments Than Men

Behavioral Economics Show That Women Tend To Make Better Investments Than Men

Research in behavioral economics suggests that a man’s investment portfolio would be more successful if they listened to their women counterparts. Dr Terrance Odean, contributor to this article, states that  men are more likely to exude overconfidence which can be a real portfolio killer! In addition to overconfidence, men are more likely to stock-pick, become emotionally […]

Millennial Women and Personal Financial Planning

Millennial Women and Personal Financial Planning

Great news for generation Y: according to the 2013 Women, Money & Power Study, millennial women ages 25-34 are most interested in personal finance planning. Remember, it’s never too early to create goals to help get your financial future on track! Read more about the 2013 Women, Money & Power Study here! Photo: © Thomas Pajot – […]