by Manisha Thakor | May 15, 2017 | Earn, Invest, Protect
I was tired. And hungry. So I stopped by the sandwich bar at my local boutique grocery store for a turkey, bacon & brie panini sandwich. But then I glanced at the calories—980! For a SANDWICH. Eeeek! I passed. As with my unassuming sandwich, there is a lot that...
by Laura Orchard | Dec 9, 2013 | Invest, Protect, Retirement, Save, Top 10
How are we Americans collectively feeling about our retirement prospects? Survey says (and most financial advisors would concur), not so great. Consider this comparative data from an annual study by the Employee Benefit Research Institute: • In 2007, the EBRI study...
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 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,...
