Stepping Up Your Function and Style with Asset Classes
The adage, “Don’t put all your eggs in one basket,” proves itself true in many things in life. It is especially true with stocks and bonds. One question I often get is, “Should I focus my investments on large cap stocks?” These stocks, often referred to as blue chip stocks, are associated with market-leading companies […]
How Maslow’s Pyramid Intersects with the Financial Planning Pyramid
What is Maslow’s Hierarchy of Needs? Some of you may remember it from psychology class in college. It is the theory that states humans are motivated to fulfill their needs in a hierarchical order. This order begins with the most basic needs before moving on to more advanced needs. I always strived to attain self-actualization. […]
Happily Ever After: Help Women Write Their Own Future
“Fairy tales are more than true — not because they tell us that dragons exist, but because they tell us that dragons can be beaten.” Margaret Atwood Fairy tales have long been a part of cultural storytelling, often conveying traditional gender roles and expectations. The classic narratives frequently portray women as passive characters who rely […]
Living the Taylor Swift Economy: A Priceless Night in Toronto with My Niece
This past weekend, I had the absolute joy of taking my 10-year-old niece to her first-ever concert: Taylor Swift’s Eras Tour in Toronto. For months, she had been talking about how it was her dream to see Taylor Swift perform live. And when I finally secured tickets, her excitement was contagious—this was more than just a concert for her; it was a dream come true
Gratitude, Giving, and Family: Embracing the True Spirit of Thanksgiving
Thanksgiving is my absolute favorite time of year. It’s a season filled with gratitude, giving, and family—a time to pause and reflect on what truly matters most. For me, it’s also the fall in New York, a magical time when the crisp air and changing leaves signal the start of the holiday season.
You Can’t Always Get What You Want, But Sometimes You Get What You Need: Financial Planning with The Rolling Stones
I was fortunate enough to go the Hackney Diamonds Tour in Orlando, FL this week. I was so moved by the concert and them and then I had an epiphany, most of their songs are related to financial planning.
How to Protect Clients from ‘Tinder Swindlers’
Widows and divorcées can be prime targets for online romance scams, including even
those without significant assets.
Ashton Thomas Welcomes Cary Carbonaro
Ashton Thomas welcomes Cary Carbonaro as a Managing Wealth Advisor and our Women and Wealth Ambassador
News: Carbonaro Joins Ashton Thomas
Citywire covers the news that Cary Carbonaro joins Ashton Thomas as one of our managing wealth advisors and women and wealth ambassador
News: WealthManagement Covers Carbonaro’s Move to Ashton Thomas
Wealth Management covers Cary Carbonaro’s move to Ashton Thomas.