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Sunday, September 5, 2021

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...

Monday, August 16, 2021

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...

Thursday, May 27, 2021

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...

Friday, January 8, 2021

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...

Wednesday, December 9, 2020

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...

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Wednesday, August 26, 2020

Helping You Manage Your Legacy - Click HERE to read more

Wednesday, July 29, 2020

Advising Clients for the Long Term During the Pandemic

Tuesday, June 23, 2020

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...

Thursday, June 18, 2020

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...

Tuesday, June 9, 2020

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...

Thursday, April 9, 2020

Key Provisions in the CARES Act and Financial Planning Implications - contact us for more information

Monday, April 6, 2020

The CARES Act Key Components

Tuesday, March 31, 2020

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.

Friday, March 27, 2020

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.

Tuesday, March 24, 2020

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.

Thursday, March 19, 2020

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...

Thursday, January 30, 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

Thursday, January 16, 2020

#FASuccess Ep 148: Building A Small-Town LGBTQ Niche While Coming Out To Your Broker-Dealer, With Laura LaTourette

Friday, December 14, 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...