The 5 Most Common Mistakes Investors Make

The 5 Most Common Mistakes Investors Make

As a financial advisor I’m frequently asked: “Why should I pay someone to manage my investments?” You may think an advisor should find “the next hot investment.” Increasingly, though, I’ve come to believe the real value is in helping clients avoid painful, crippling,...
3 Reasons Why We Overspend

3 Reasons Why We Overspend

Have you ever set a financial goal only to find that your actual spending significantly surpassed your budget? When you have the best of intentions to create financial health, why is it so darn easy to sabotage your progress? As a female financial advisor and...
Demystifying Mutual Funds and ETFs

Demystifying Mutual Funds and ETFs

Long-time readers of this blog know that as a financial advisor I’m passionate about helping women become more confident and excited about investing. That’s because in a world where it’s increasingly possible to live to 100, investing for the long run is a way to...
The Power of Patient Investing

The Power of Patient Investing

Have you ever been tempted to “play the stock market” by following a hot tip, only to watch your shares plummet? Do you want to invest, but feel overwhelmed by all of your choices? How do you know if you should invest in stocks at all? As a female financial advisor, I...
How to Make Your Retirement Dream a Reality

How to Make Your Retirement Dream a Reality

For entirely too many hard-working folks, there is a significant gap between the retirement life they desire and the one they will be able to afford if they do not adequately prepare for the future. Traditional goals such as living in an inviting home and devoting...