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 […]
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 […]
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 […]
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” […]
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: https://tinyurl.com/yxjr4tyl. This month she and I cover what options women have when they are denied a salary increase request during negotiation. […]
The common financial wisdom making the rounds these days is that we all need to be saving more money and spending less. While this is true, forgoing the latte isn’t going to move the needle very much on your retirement goals. What never seems to be mentioned is how making more money can have a […]
Most of my clients are Gen X women, and I can say that without a doubt, many of them are terrified. They are afraid that they don’t have enough money saved, scared that they’ll run out of money when they are old, and they are nervous that they are investing all wrong. These are not […]
As our lives evolve so must our wealth management strategy. Each decade poses new opportunities as well as challenges. What to focus on with each decade of your life: 20s - Every penny counts, get in the habit of saving every month no matter how small 30s - Max out your retirement accounts, sacrifices today […]
A financial advisor! According to a recent study, 87% of Gen Xers would use a financial advisor if they found the right one.(1) So what’s keeping you from finding the right advisor? Is it cost? Despite what TV and movies show, financial advice is not just for rich people. There are options for all income and […]
