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?…
This Week in Women
New UN gender study: Women ‘far from having an equal voice to men’ “Twenty-five years since the adoption of the Beijing Declaration and Platform for Action, progress towards equal power and equal rights for women remains elusive”, said UN Secretary-General António Guterres. “No country has achieved gender equality”. Placing Women on a Different Sort of Pedestal When…
How I Invest My Money
I am excited to announce that I contributed a chapter to a beautiful book “How I Invest My Money” co-edited by my CEO Josh Brown and friend Brian Portnoy. The official publication date is November 17, and you can pre-order your copy here. The genesis of this book is a blog post written by Josh…
The Fallacy of Perfection
I am hearing a lot lately that investors are “waiting until after the election” to invest cash. I get it. This election is the most polarizing in my lifetime, in all of our lifetimes. Throw in a 100-year pandemic, the expansion of mail-in voting to ensure voter safety, an almost guarantee that we won’t know…
This Week in Women
U.S. Companies Hire a Record Number of Female CFOs “We’re sitting at an all time high now,” said Tom Kolder, president of executive recruiter Crist Kolder Associates, which counted 90 women in the CFO role at S&P 500 and Fortune 500 companies as of Aug. 1. That’s already more than in any other entire year….
