Blog

March 5, 2017

Are You Still Using Your Ex’s Financial Advisor?

Three reasons you might want to change that Back in the “old days,” women tended to be financially dependent on their husbands and thus were often […]
January 23, 2017

Is Your Financial Advisor Fee Only or Fee Based?

     
December 6, 2016

Wealthramp Back Story

I wasn’t old enough to rent a car, but in my early 20’s I was recruited to be a stock broker. And I was pretty excited […]
November 28, 2016
advisors

Would You Hire Yourself As Your Financial Advisor?

Looking through the eyes of the typical investor, financial advisors have been vilified since the massive fraud Bernie Madoff pulled off years ago. And then there’s […]
November 22, 2016

I’m excited to bring my brand new one-hour special, MoneyTrack, Money for Life, to PBS stations

On the show, my co-host Jack Gallagher and I tear back the curtain on Wall Street by spotlighting the newest technology that’s available to help investors. […]
October 25, 2016

Pam’s 5 Questions to Ask an Advisor

Is your advisor really working for you? When a financial advisor is employed by a brokerage firm, bank or an insurance company, he’s a ‘representative’ whose first […]
October 12, 2016

Should You Take Retirement Advice from a Salesperson?

The world of wealth management has always been rife with conflicts of interest. Brokers and insurance reps are in the business of selling investments to generate […]
September 20, 2016

What Income Investors Should Do Now

Stock prices at record highs and interest rates at historic lows make it a tough environment to invest for income. So I asked three seasoned investment […]
August 3, 2016

The MoneyTrack Band is Back Together. Watch for our Money for Life One-Hour Special

 Pam and Jack with Guest, Lazetta Braxton on set at WETA-TV. The MoneyTrack series ran on 255 PBS stations across the country. After three seasons, I decided to […]
July 19, 2016

Five Questions that Protect you from Bad Financial Advice

There’s a new rule that requires advisors who offer investment advice to retirement savers to be fiduciaries, meaning they put their clients’ best interests ahead of […]
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