Huffington Post

Huffington Post

Women: Don’t Leave Money Up To Men

January 29, 2013 I was so impressed with Donna when I met her. An independent, boomer woman who raised two children on her own. Smart, organized and thoughtful. Yet, when Donna and I spoke about investing, she said the things that so many women have told me. “I would never have invested on my own. Absolutely not. I was scared, intimidated. I didn’t feel I had that kind of brain […]

Busting Three Myths of Financial Planning
Huffington Post

Busting Three Myths of Financial Planning

01/11/2013   Many of us hate organizing our financial lives but love dreaming about our futures. Our dreams are the fun part but planning to get there is the stuff of discipline and denial — or so we believe. That might be part of the reason that only a third of women have a financial plan, as found by a TD Investor’s Poll. As Credit Canada Debt Solutions discovered, one-third […]

Wealth Managers Must Make Changes to Attract High-Net-Worth, Industry Reports
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Wealth Managers Must Make Changes to Attract High-Net-Worth, Industry Reports

Wealth Management.com Jun. 22, 2011 Charles Paikert Wealth managers need to make key changes in the way they do business to stay competitive, two major studies of the industry have concluded. For example, wealth managers need to leverage “cross-enterprise capabilities” that may reside in other units of the firm, such as its corporate, private or investment bank, according to the annual World Wealth Report, released today by Merrill Lynch Global […]

Why Women Trust Women with Their Money
Huffington Post

Why Women Trust Women with Their Money

July 19, 2012 Judy was panicked over her investments and frozen in indecision about what to do next. The market wasn’t doing well and she wasn’t sure what all of this meant for her. She was in her mid-fifties, didn’t have a pension (darn those years of doing her own thing) and was single. Late at night, while lying in bed, she was obsessed with the haunting images of ending […]

Huffington Post

Why Women Trust Women With Their Money

July 19, 2012 Judy was panicked over her investments and frozen in indecision about what to do next. The market wasn’t doing well and she wasn’t sure what all of this meant for her. She was in her mid-50s, didn’t have a pension (darn those years of doing her own thing) and was single. Late at night, while lying in bed, she was obsessed with the haunting images of ending […]