Finally, a break. I met a rich guy who was looking to make an advisor switch. He told me his wife makes all the decisions. Perfect! I’m...

At year-end, I didn't meet my year-end goal. Not even close. The process to hit a goal is pretty formulaic 1. Set out a 3-month goal, 2....

As any good investor knows, if you are researching a stock to buy, you need to look at the investment from the opposite perspective. Is...

I went to a very affluent high school. My single mom and I lived in a crappy apartment so I could attend Beverly Hills High School. My...

I overcame my confidence issues in my 20s, went to business school, met my husband, had kids, and became a portfolio manager at a hedge...

3 things you can do to fix it. 2 years ago we were all shocked by the exponential growth of COVID-19. We were also shocked by the...

My 3 reasons why listening can make you money. As a teenager growing up in L.A. with my single mother, I had no choice but to be...

If you want to: Retire, Leave an old life and start a new one, or Divorce Going through a transition is lonely and hard. When I was going...

There’s a reason doctors, dentists and other service providers are considered essential services: they keep us healthy, and look for...

A friend's husband died unexpectedly. While the husband had life insurance he named his daughter who was 4 years old at the time of his...

What Hurts Women Financially? The Way Some Male Financial Advisors Make Them Feel. Back when I was a teenager, my dad showed me how to...

We have all made decisions that didn't turn out the way we expected. What if you could improve the odds of making better financial...

As women, we all love to travel. We want to enjoy life with our loved ones and create new memories. An article in today's WSJ "Why...

It is hard for people to make decisions especially when they are long-term in nature because the future is so uncertain. Back in my...

Some girlfriends of mine think the stock market is just gambling. Yes, stocks are risky, there is a chance if you invest in an...

Creating a financial plan can help reduce stress Late this summer, Legal Templates – a company that provides legal documents – announced...

Markets sometimes contain pockets of madness. Tulipmania was a period in 1637 when tulip prices reached extraordinarily high levels and...

Most people think they have above average qualities, like looks and intelligence...hedge fund managers’ are no different. They think...

The 50/20/30 rule takes the sting out of budgeting. And it doesn’t make you track every single dollar. One way to keep yourself on track...

1. If the pandemic paused some money goals...Hit play. 2021 still holds a lot of uncertainty. But adding a new line item to your budget...