Blog

September 20, 2017

My new collaboration with “Sixty and Me”

As women approach and enter their 60s, the life they pictured for themselves in retirement is just around the corner. Some women may have already quit […]
May 9, 2017

What Do Financial Advisors Actually Do?

If you’ve ever thought about asking for help with your finances—maybe trying to roll over your 401k without getting dinged by tax penalties or making sure […]
March 31, 2017

It’s Not the Fiduciary Rule – It’s the Fiduciary Standard that Matters

The Department of Labor’s Fiduciary rule started making headlines the day it was finalized in April 2016. It was the first time that many Americans learned […]
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 […]
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 […]