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 […]

Don’t Back Down

Don’t Back Down

As the New Year begins, politicians continue to duke it out over taxes, debt, and the fiscal cliff. The reality of these ongoing negotiations so far means that most Americans are going to see some kind of decrease in their take-home pay. No matter which way you lean politically, putting less money in your bank […]

There is No Epidural for Investment Risk

There is No Epidural for Investment Risk

With the upcoming birth of my nephew I am reminded of all of the preparation that goes in to childbirth. The books, classes and everything else we can do to make ourselves feel “ready.” This reminder has reiterated how similar the pain of birth can be to the pain of investing. Below is an article […]

Attracting and Retaining Female Clients

Attracting and Retaining Female Clients

Currently, women own around $14 trillion of the country’s personal wealth, with that number expecting to grow to $22 trillion by 2020. In one of the last stops on my media tour I sat down with Margarida Correia, of AdvisorTV, to discuss the importance of women in the investment world, how women and men differ […]