Blog

August 28, 2015

The world economy explained with just two cows

The world economy explained with just two cows – IMHO better than any economics class.
August 28, 2015

Here’s how you really need to think about money after a divorce

My article about women and divorce was just Featured on Sheknows.com  Finances after divorce are different. Here’s how to rethink them. Remember Elin Nordgren, the former wife […]
August 27, 2015

Five Reasons to Stay Calm When There’s Stock Market Drama

Is the glass half full or half empty? While you decide, I think I’ll drink up all the water in the glass. Before you knee-jerk react […]
August 25, 2015

How does my financial advisor make money?

A simple guide: I started my career as a stockbroker (my card said “financial advisor”) at one of the largest Wall Street brokerage firms. I can’t […]
July 24, 2015

Can a “Robo Adviser” Boost Your Investment Returns?

Are you better off letting a computer invest your money rather than hiring a human ­financial adviser or doing it on your own? It sounds like […]
July 24, 2015

Technology Helps Investors See What’s Behind the Curtain

The stock market got clobbered last week. When the Dow lost 1,000 points in just one week because of worries over China’s slower growth media hype […]
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 […]