Category Archives: In The News

Photo: Freepik
Why Diversity Matters: If You Can See It, You Can Be It

I love the saying “If you can see it, you can be it” because it...

1 Comment

13
Jul
Photo by Brina Blum on Unsplash
When Grown Kids Return To The Nest: Practical Parenting During The Pandemic

Sheltering-at-home has been tough on many people during the COVID-19 pandemic. Some are lonely, some...

10
Jun
Retirement Playbook: How Portfolios Can Bounce Back From Down Markets

It’s easy to get caught up in discouraging economic news, and lose sight of your...

20
May
Kicking off the Inside ETFs conference in Hollywood, Florida with the Women In ETFs breakfast. Here’s Mari with Gold Sponsors for the event from American Century Investments.
Women Leading The Way In Investments

How we’ve grown! Mari was at a breakfast meeting this week for women financial advisors...

29
Jan
American interns learning about French financial institutions and visiting the Paris bourse, or stock exchange (Photo: IES)
‘Tis The Season! How I Give Back For The Holidays

One of the most powerful experiences of my undergraduate years was living with a French...

03
Nov
Think of an inheritance like the whipped cream on an ice cream sundae (Photo: KamranAydinov/Freepik)
Think You’ll Inherit? What You Think May Be All Wrong

Many Americans may have an unrealistic view of how much they’ll inherit, and that’s especially...

13
Oct
We Love To Work With Women Clients, And It Shows!

We’re thrilled and honored to share that we’ve been singled out to receive the Women’s...

1 Comment

12
Mar