One of the most common complaints I hear as a female financial advisor is that …
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The 5 Most Common Mistakes Investors Make
As a financial advisor I’m frequently asked: “Why should I pay someone to manage my …
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Active Versus Passive Investing: Which Is Right For You?
Picture this. Two cars are driving down a three-lane highway. A red sports car is …
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4 Simple Steps to Guide Your Investment Success
As a female financial advisor, one of the most common things I hear about investing …
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Demystifying Mutual Funds and ETFs
Long-time readers of this blog know that as a financial advisor I’m passionate about helping …
The Power of Patient Investing
Have you ever been tempted to “play the stock market” by following a hot tip, …
Jean Chatzky's Three Favorite "Money Rules"
In response to my last post about Jean Chatzky’s delightful new book, “MoneyRules: The Simple …
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My Three Favorite "Money Rules"
When economic times were flush, it felt relatively easy to figure out the next financial …
All The Money In The World
Have you ever wondered how your life might be different if you had “All The …
The Behavior Gap
Last week my hubby and I had dinner with our dear friends Harry and Olivia. …