I don’t write much about my community involvement. I serve on two nonprofit boards, chair an advocacy organization, and participate in a church committee focused on restorative justice. As you can see, I have trouble saying no to these opportunities. Giving my time back to my community is in my blood. I serve as the…
Wealth Management/Industry News
Epic Week
The events of this week, at least in the slice of the world I inhabit, have been nothing short of epic. Charlie Munger died, four weeks shy of his 100th birthday. Best known as Warren Buffett’s pithy sidekick at Berkshire Hathaway shareholder meetings, Charlie is on the shortlist of the greatest investors of all time….
Recap: CFA Institute Asset and Risk Allocation Conference
The CFA Institute has finally resumed in-person conferences, and I was lucky to be invited to emcee the Risk and Asset Allocation conference last week in Washington D.C. Held at the Watergate Hotel, where the room keys cheekily read, “You don’t need to break in” on the back, the conference was a nonstop firehose of…
Women of Wealth Management, Assemble!
Future Proof Festival is happening in a few weeks. This is an event you don’t want to miss if you work in wealth management. The speaker lineup is unbelievable. The venue is a boardwalk in Huntington Beach, CA. No cold hotel ballrooms, and no coffee and tea bars at the back of the exhibit hall….
Squad Goals
Prospective clients always ask me, “What sets your firm apart from other wealth managers?”. My answer is simple, the people. One of my favorite things about working at RWM is being part of a team of elite financial advisors. These are the rock stars behind the scenes. The ones you don’t see as often on…
Asset Destruction
“I am so sorry.” These are the only four words that come to mind. I don’t know what else to say to an investor who’s been sold a load of garbage by a life insurance agent. I can no longer keep quiet as I witness this silent epidemic of bad incentives, high pressure sales tactics,…
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…
The Psychology of Money
I wrote a few weeks ago that Morgan Housel has written the finance book of the year. The Psychology of Money was released this week, and it is a must read. The book going straight the to top of my list that I recommend to any investor. Morgan is on a whirlwind of a book…
The Finance Book of the Year
On Monday I had a prep call for a webinar I am moderating next month for the CFA Institute. I have the distinct honor of asking Morgan Housel questions about his new book, The Psychology of Money. This will be the top finance book of 2020. Be sure to preorder your copy here. I was…
In Case You Were Wondering ….
I am not leaving my job. I am not stepping back. I’m not taking a year or two off. I won’t find it necessary to become a stay-at-home mom because I have two children under four. Maybe you’ve seen this happen to other women – your friend, your daughter, your daughter-in-law, or your niece. Perhaps…
