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 | 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 | Aug 12, 2013 | All Posts, Give, Invest
As a female financial advisor, one of the most common things I hear about investing is that it feels overwhelming. While it is impossible to ever guarantee investment success, there are some basic guidelines that can help you make wise financial choices and support a...
by Manisha Thakor | Jul 8, 2013 | All Posts, Invest
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...
by Manisha Thakor | Dec 24, 2012 | All Posts, Give
As an investment advisor, I love studying the habits of individuals who have achieved a high level of confidence and serenity in their financial lives. One common factor I’ve observed is a consistent focus on the handful of things they can control (as opposed to...