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From MY blog

January 13, 2021
3 Things to Know About Gender Lens Investing

It seems that every day I notice another article or study on Gender Lens Investing. This isn’t surprising considering that there are now at least 35 options of gender lens funds. What is Gender Lens Investing? Gender Lens Investing is a subset of “Impact Investing”; that is investments that are made to have a positive […]

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December 14, 2020
What Questions Should Women Ask When Interviewing a Financial Advisor?

I was recently asked to participate in a discussion related to questions women should ask when interviewing a financial advisor. I started to reflect on the women who had interviewed me who clearly wanted to make sure they were properly vetting the person who would handle their life savings, but just weren’t sure what questions […]

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December 11, 2020
Should I Take a loan from my 401(k) Plan?

In planning how to finance a large purchase before age 59 ½, it’s common to consider the idea of taking a withdrawal or a loan from a 401(k) or another retirement account. Taking money from your retirement funds is not a decision to be made lightly and can come with a few negative consequences. But […]

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December 11, 2020
What money issues should I consider by the end of the year?

If You Have Unrealized Losses 2020 was a wild ride for a lot of companies. If you have a stock or mutual fund in a taxable account that was on the losing end of this pandemic, consider selling (“realizing losses”) to offset any gains you have. Capital losses that exceed capital gains in a year […]

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April 8, 2020
Is Your Portfolio Embracing the Coronavirus Market Volatility?

Many investors, especially those currently seeing major losses due to COVID-19’s impact on the markets, have developed a low tolerance for volatility. As a result they have moved a significant portion of their investments into bonds or other fixed yield vehicles. What many investors may not realize is that wholesale switches from one asset class […]

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March 20, 2020
5 Actions to Build a Portfolio That Can Handle Market Volatility Amid the Coronavirus

With Coronavirus worries creating rapid changes in the markets, your portfolio construction can be the difference between continued growth or difficult losses. The markets will ebb and flow, but the secret to investing is not the amount of money in your account, but rather the quality of your portfolio. Setting up a robust portfolio will […]

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February 19, 2020
Women and Financial Power

In my opinion, too many women still lack the confidence necessary to take control of their financial lives. They often fear making investment decisions, managing their finances, and planning and monitoring their spending - all which can help them increase their wealth. Why aren’t women more confident with their finances? The answers are as individual […]

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December 15, 2019
Your Fear of Negotiation is Hurting Your Retirement, Part 3: How to Ensure You Receive a Raise in the Upcoming Year

In part 3 of my series on negotiation and retirement savings, Elizabeth Suárez and I discuss setting up the necessary goals to help ensure you receive a raise in the upcoming year. If you missed part 1 and 2 of my conversation with the national speaker, coach, and the author of “The Art of Getting Everything” […]

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November 30, 2019
Your Fear of Negotiation is Hurting Your Retirement, Part 2: Salary Negotiation

Last month, I discussed how fear of negotiation hurts women’s retirement savings. I spoke with Elizabeth Suárez, a national speaker, coach, and the author of “The Art of Getting Everything” about negotiating a salary offer: This month she and I cover what options women have when they are denied a salary increase request during negotiation. […]

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