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13 Sep 2015, 12:17 pm
The month of August certainly offered a good deal of conversation for stock market investors. The challenges of the global economy finally made their way to the U.S. markets, and stocks began reacting with huge daily swings along with a few days of big drops early in the trading day. The news outlets took full ... [read post]
7 Jun 2015, 1:17 pm
Here are my top six reasons why a career as a financial planner is an ideal match for many women: [read post]
10 Jun 2016, 12:31 pm
I read an article about a CEO who takes off work every Friday to get away from the office and open his mind to new ideas. My first reaction was to imagine that this CEO lives in the Pacific Northwest and is likely an avid extreme sports enthusiast. It turns out I was dead wrong. ... [read post]
9 Aug 2015, 10:42 am
Growing up in Rhode Island, I knew that my home state was the smallest in the union. It is something most Rhode Islanders know as a catch phrase, yet until you leave the state and live in much larger places you don’t realize the scale of just how small Rhode Island is. This was never ... [read post]
13 Jul 2015, 6:22 am
If we can agree that people and culture are the most valuable resources within an organization, I, for one, would love to see the force of stay-at-home moms and dads play a greater role in the evolving expansion of the “traditional” workforce. A group of people who are well-educated and willing to be underemployed in ... [read post]
6 May 2016, 2:01 pm
Hiring a financial adviser is a very important decision, one that has grown ever more complicated. Knowing the different aspects that go into selecting a financial planner, adviser, broker, consultant, agent, salesperson, shark, order taker … has the potential to be incredibly valuable yet also dangerous if an unwise choice is made. The confusion of ... [read post]
13 Dec 2015, 12:31 pm
Dear Tony, It would take a great deal for me to ever imagine a time that I would be writing you a letter to share my disappointment in anything you have spoken, written, shared or inspired. For years, it is your wisdom that I have turned back to as a reminder and guide. That anything ... [read post]
8 Jan 2016, 12:22 pm
As we begin 2016, I am starting off the year with a Q&A from recent conversations we’ve had with clients who are preparing to start the new year off with a focus on financial fitness. Q: What are the “need-to-know” facts about my financial life? A: These are five important financial questions you should be ... [read post]
8 Apr 2016, 12:25 pm
I have been a retail customer of a large bank since 1997 and became a business banking customer of the same bank since starting my business in 2009. As a new startup, I was able to establish a working line of credit soon after, which turned out to be a tremendous asset. This line has ... [read post]
24 Jul 2019, 9:06 pm
Act, which was signed by President Obama (photo with client Laurie Dishman, California Congresswoman Doris [read post]
