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 […]

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 – […]

Dressed to Invest Divas Soiree

Dressed to Invest Divas Soiree

My fabu-shoes are packed and team Dressed to Invest is ready to hit the road! Tomorrow I will be presenting at the Dressed to Invest Divas Soiree in Crossville, Tennessee hosted by Mark and Glenda Witt of Witt Financial Group, LLC. They have planned a ladies-only night of fashion and finance, complete with a catwalk […]