The CFP Board Mission to Argentina: A Deep Dive into Economic Reform and Global Markets
Our delegation embarked on an insightful mission to Argentina, engaging with key economic leaders and policymakers to gain a deeper understanding of the country’s financial landscape. The trip took us from the bustling capital of Buenos Aires to the breathtaking Iguazu Falls and the majestic glaciers of Patagonia. Along the way, we had the privilege […]
Building Wealth Beyond Equal Pay: Strategies for Financial Empowerment
This Women’s History Month, it’s essential to expand the conversation beyond salary equality and delve into broader financial strategies that empower women to build lasting wealth. Equal pay is crucial, but true financial empowerment encompasses practices like investing, wealth management, and achieving financial independence. This guide provides actionable strategies to help women take control of […]
Women’s History or Herstory Month: Financial Takeaways from Women and Wealth
As we celebrate Women’s History Month, it’s essential to reflect on how far women have come in the financial world—and how much further we need to go. Women and Wealth: A Playbook to Empowering Clients and Unlocking Their Fortune explores the historical struggles, present challenges, and future opportunities for women in wealth. This month is […]
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.