by Laura Orchard | Nov 25, 2013 | All Posts, Give, Invest, Save
Looking for a gift that will keep on giving? With the year wrapping up and the gift-wrapping set to begin, here are some personal finance books for the special people in your life. Young or not-so young, wealthy or struggling, happy or not quite so, there’s something...
by Laura Orchard | Nov 11, 2013 | All Posts, Invest
If the terms “financial planner” and “investment manager” seem interchangeable to you, you’re not alone. Many people — even financial professionals — have a hard time differentiating. To truly maximize your financial well being, it’s important to understand the...
by Laura Orchard | Oct 21, 2013 | All Posts, Save
It’s been said there are three kinds of untruths: “lies, damn lies and statistics.” As a life long Personal Finance junkie (and female financial advisor for women), I have to qualify. Yes, some statistics are just distractions. But others really do help put our...
by Manisha Thakor | Oct 7, 2013 | All Posts, Invest
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,...
by Manisha Thakor | Sep 27, 2013 | All Posts, Invest
One of the most common complaints I hear as a female financial advisor is that investment jargon (ETFs, P/E ratios, DRIP plans, etc.) is…. boring, confusing, and overwhelming. I’m happy to tell you it doesn’t have to be that way. To stop the buzzing in your head,...
by Manisha Thakor | Sep 9, 2013 | All Posts, Invest, Top 10
Picture this. Two cars are driving down a three-lane highway. A red sports car is darting between all three lanes trying to find the fastest possible way to get ahead. A gray sedan is in the right lane, steadily going the speed limit. Suddenly a train horn sounds and...
