Featured Post Market Commentary

Market Arm Wrestling

At market highs and deep into multi-year economic recoveries, a wrestling match often ensues as the market begins to contemplate its next chapter. Add rising tariff rhetoric and a fairly new Federal R...
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Manage Wealth

Beyond Giving Tuesday: How to Make a Giving Plan and Why You Need One

“Every dollar makes a difference.” We’ve all heard it before, but most of us don’t even know where to begin giving that dollar. Stepping into one’s ph...
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Manage Wealth

How to Use Money as an Extension of Your Political Voice

As women across the country head to the polls for the midterm elections, many of us will also have dedicated time and money as candidates, volunteers,...
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Manage Wealth

How to Make a Budget You Can Stick to With the Easy 50/30/20 Rule

Like the little black dress of financial planning, budgeting is one piece of advice that will stand the test of time. No matter what stage of life you...
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Manage Wealth

Women’s Rising Power: More Money Means More Giving

Despite increased focus on women’s empowerment, an essential ingredient for women to succeed is often left to chance: financial competence.
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Market Commentary

Market Arm Wrestling

At market highs and deep into multi-year economic recoveries, a wrestling match often ensues as the market begins to contemplate its next chapter. Add...
Read More
Grow Wealth

Lessons Learned by a Patient Investor

I began my investment counseling career in 1979. The Dow Jones Industrial Average (DJIA) ranged between a low of 797 and a high of 897 that year (the ...
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Manage Wealth

Many Paths, One Destination: Forging Your Way to Retirement

I want to save for my retirement; what type of plan should I use? A traditional IRA or a Roth IRA—or another vehicle? Saving for retirement is a big s...
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Market Commentary

Playing Defense

With summer vacation season coming to a close, the stock market back within striking distance of its highs after a bout of volatility early in the yea...
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Manage Wealth

Giving Under the New Tax Law: Tax Cuts and Jobs Act of 2017

We can only either spend or save the income we receive. And, since you can’t take it with you, income that is initially “saved” must eventually be “sp...
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Grow Wealth

How to Invest in a Temperamental Market

"In the short run, the market is a voting machine but in the long run it is a weighing machine." —Benjamin Graham After an eventful first quarter of ...
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