Category Archives: Investing

Closing The Gender Wealth Gap

Most of us have heard about the gender pay gap. Women on average make 82¢...

What Women 50+ Want From Their Financial Advisor

It’s official: Women over fifty know their own mind and aren’t afraid to speak up....

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...

Women Leading The Way In Investments

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

A Better Way After Divorce

I’m still so excited about a presentation I gave Monday for the Boca Raton chapter...

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...

More Clients Asking To Work With Women Advisors

Less than 15% of U.S. financial advisors are women and that’s way too few, especially...

Quote Of The Week: Women Save, Men Invest

“An adage in the financial sector goes that women save and men invest – and...