July 24, 2015

Mass-affluent Women Deserve Good, Professional Financial Advice

We used to be called the middle class. We’re not exactly rich women but now we go by our much cooler name, mass-affluent. Our average net […]
July 24, 2015

Which is Better for you: “Fiduciary” or “Suitable”?

In your search for a financial advisor, one of the most vexing words that you’ll come across is “fiduciary.” You’re likely to hear it a lot. […]
July 24, 2015

Vonnegut: Tales From the Dark Side of Prospecting

Industry veterans tell of an adviser who used his cat, while another frequented funerals Whatever happened to all the cowboy stockbrokers who relied on chutzpah and […]
July 24, 2015

Real Advice from Wealth Managers

Next time you’re talking to your financial advisor— might as well take away a lesson or two you can use forever. Too busy to be bothered […]
July 24, 2015

Men are Warriors, Women are Worriers When it Comes to Money

Women control 52% of the wealth in this country, a huge change from a generation ago. However, the advisor world has not caught up with this […]
July 24, 2015

Who Is Your Financial Advisor?

     3 Questions that Matter Most Every financial advisor or wealth manager has a background on file with Securities Regulators. It’s easy, and it’s free to […]
July 17, 2015

A tale of two kids: Share your personal money lessons with your child

I travel a lot, and on a recent flight, I struck up a conversation with a father seated next to me. When he learned I host MoneyTrack, a […]