Blog
Is it time for a change?
Change is hard. We don't like change - but how happy are you with your current financial professional? Have they met with you to review your financial plan lately? Do they really know what you value and what' important to your family?
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Financial Mistakes Women Make and Other Myths
Whenever I see titles such as “5 Most Common Mistakes Financial Advisors See Women Make,” my mind goes sour. I am tired of reading negative stories about women and money. Especially with the anxiety of 2020 heavy on our...
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Weekly Market Insights: Passage of Infrastructure Boosts Stocks
Looking past inflation figures and Delta variant trends, stocks last week found a way to climb higher and set fresh record highs in the process.The Dow Jones Industrial Average rose 0.87%, while the Standard & Poor’s 500...
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How COVID-19 Caused a “She-Cession”
Since the 1980s, unemployment rates have trended higher amongst men than women during a recession. In previous periods of economic downturn, this made sense. Male-dominated industries, like construction and finance, were typically...
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Financial Planning for LGBTQ+ Elders: Questions That Matter
January is a time of reflection. I am reading many social media stories and blog posts reminding us of the need to be mindful about our financial futures and encouraging us to make resolutions. When I see these stories, I’m...
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LPL Outlook 2021: Powering Forward
With the new year coming, what might be ahead for markets and the economy? Check out LPL's Outlook 2021: Powering Forward. If you would like to discuss any of this in more detail, please feel to give our office a call. LPL Outlook...
Read MoreEstate Planning: Seeking Confidence for All Couples
Helping You Manage Your Legacy - Click HERE to read more
Read MoreAdvising Clients for the Long Term During the Pandemic
Advising Clients for the Long Term During the Pandemic
Read MoreCEO and Mother of Twins
So 2019 was a year of… transitions… for my family and me. In March my twins were born, and in September I stepped into the role of CEO, managing my mother’s financial planning practice- Family Wealth Management...
Read MoreYour Story, Your Financial Strategy
Your Story, Your Financial Strategy Guidance to help you pursue your goals Your values, your passions, and your goals are exclusive to you. Despite the varied paths we take, all of us share a common goal: ensuring a secure financial...
Read MoreFive Common Financial Concerns
Five Common Financial Concerns Whether you are single, married, or in a domestic partnership, you likely face unique circumstances when it comes to your financial health. In fact, nearly two-thirds of the LGBT community say...
Read MoreFinancial Planning opportunities with the CARES Act
Key Provisions in the CARES Act and Financial Planning Implications - contact us for more information
Read MoreThe Corona-virus Pandemic and Your Financial Plan
This blog post comes from home, enjoying some of the benefits of “social distancing,” while the world is in the throes of the corona-virus COVID-19 pandemic.
Read MoreMarch 24, 2020 Letter to Investors
The world continues its battle to contain the COVID-19 pandemic, which now has likely impacted, either directly or indirectly, nearly every person on Earth.
Read MoreMarket Update
Our everyday lives have changed dramatically over the last few weeks as we work together to minimize the impact of the COVID-19 pandemic. We know these efforts are necessary, but they also have come at a cost.
Read MoreHow Women Can Help Close the Finance Gender Gap
How Women Can Help Close the Finance Gender Gap The disparity between the number of women and the number of men in the financial services industry has been a point of discussion for decades among my friends and colleagues. - please...
Read MoreFive Financial Planning Tips for Women in 2020
January is the time for resetting, redefining and redesigning our lives. Enjoy a strong start to the new decade with these five financial planning tips for women. Five Financial Planning Tips for Women in 2020
Read MoreLaura's Interview with Michael Kitces on Nerd's Eye View at Kitces.com
#FASuccess Ep 148: Building A Small-Town LGBTQ Niche While Coming Out To Your Broker-Dealer, With Laura LaTourette
Read MoreThoughts and Insights for December 2018
As a new year approaches, many of us will reflect on the year that has passed. Personal and professional accomplishments may take center stage. And we may take stock of any disappointments and recalibrate as 2019 approaches. But in any...
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