A Time to Think

Somehow we’ve made it to Thanksgiving 2020. Just as I have for the past six years, I will be taking a four day break from the internet. No email, no Twitter, no Instagram, no Slack messages, nothing. I use this time to clear my head and to think. All of these internet distractions get in…

This Week in Women

Dolly Parton helped fund the Moderna Covid-19 vaccine Parton’s contribution to Vanderbilt University Medical Center was made in honor of her longtime friend, Dr. Naji Abumrad, who is a professor of surgery. ”[Abumrad] informed me that they were making some exciting advancements towards research of the coronavirus for a cure,” she wrote in an Instagram post in…

The Most Important Assumption

If I ask a group of 100 investors, “What is the most important assumption in a financial plan?”, I bet less than 10% would give the correct answer. Many believe it is the rate of return on investments. Others may say the withdrawal rate during retirement or the savings rate pre-retirement. All of these are…

This Week in Women

Marlins Hire Kim Ng as Baseball’s First Female General Manager “This challenge is one I don’t take lightly,” said Ng, 51. “When I got into this business, it seemed unlikely a woman would lead a Major League team, but I am dogged in the pursuit of my goals.” As news of Ng’s hire reverberated around…

The advice business is permanently changed

This is an op-ed that was originally published on CNBC here.  When the Covid-19 pandemic hit the U.S. in mid-March, there were three types of financial advisory firms: high-tech, low-tech late adopters and firms somewhere in between. The overnight shift to work-from-home was vastly different for each type. Low-tech firms transported printers and fax machines…

Oh Happy Day

I can’t get that gospel song out of my head today. We knew this day would come, we just didn’t know the timing. The global scientific community has been in a race to produce a COVID-19 vaccine all year, and Pfizer is the first to report good news. They may not be the last. We…

This Week in Women

Voters in Colorado and Oregon approved two major wins for working women In a win for working families, Colorado voters on Tuesday approved paid medical and family leave in the state, and voters in the Portland, Oregon, area approved universal preschool. Recruitment push fuels record number of women in House GOP Several races involving female…

We’re All in this Together

Whether it is four more years of Trump, or a Biden landslide, we will all still be Americans when we wake up tomorrow.*  We are on the same team. We always have been. We all want the same things – a prosperous economy, access to quality education, equal opportunity for all, clean water and air,…

This Week in Women

Ida B. Wells was driven out of Memphis in 1892. She might soon have her own statue there. “16 years here (in Memphis),” Gray said. “She was a school teacher, a publisher, a journalist, a civil rights advocate, a suffragist. If we had 10 more women like Ida B. Wells we could change the world.”…

A Conversation with Michigan State Students

My college years still feel like yesterday. There are few things that excite more than speaking to today’s undergraduates who are studying financial planning.  So, when a student from Michigan State University emailed me about appearing on their podcast, I said yes without hesitation. How cool is it that students are creating their own podcasts?…