The Importance of Checklists

This weekend, I had a frightening experience with my two-year-old son. He had a fever that escalated so fast that it caused what we think was a seizure. For almost a minute, he was unresponsive and seemed to stop breathing. That minute felt like an eternity. I told my husband to call 9-1-1, while I…

Market Moment: Dolan Family Tries to take Cablevision Private

Today in market history 2007, after repeated attempts, the Dolan family reaches an agreement to take company Cablevision private for $10.6 billion. In October, Cablevision shareholders rejected the bid for $36.26 per share. The stock would drop to the low 20s by year end as the Financial Crisis took hold. Charles Dolan founded Cablevision in…

A Great Career for Moms

I attended a baby shower last weekend and found myself immersed in conversation with a grandmother about the challenges of her daughter’s high powered medical career. Her daughter is a mother of two young children, ages 5 and 5 months. Her first child was born during an intense fellowship for pediatric surgery, a program that…

Tax Refunds – The Ultimate Behavioral Finance Lesson

65% of individual taxpayers received a tax cut last year, according to the Tax Policy Center. Only 6% saw a tax increase, and the remainder saw little or no change in their tax bill. This tax season, I read article after article about taxpayers distraught over smaller refunds. Most taxpayers owed less tax in 2018,…

Voice – The Future of the Internet

You may have read or heard our CEO, Josh Brown, declare voice the future of the internet. I agree with him. I already ask Alexa to turn off my lamps and tell me the news and weather. I love listening to podcasts and taking calls with my AirPods, and I wish Siri was better integrated…

Perception versus Reality

How does the world perceive financial advisors? I got a taste of what people really think about the financial advice industry recently. I asked a panel of professional women (an accountant, a surgeon, and a lawyer) at a conference why women are choosing their professions in higher numbers but not financial services. The surgeon’s answer…

Recap of CFA Wealth Management

I spent two days earlier this week in Ft. Lauderdale with more than 300 advisors for the CFA Wealth Management conference.  Last year, I stepped in at the last minute as the moderator of the conference in Los Angeles. I was honored to receive the call to return as co-moderator this year, sharing the responsibility…

The Yield Curve Inverted, but You’re Telling Me This Time is Different

Last Friday, the yield curve for U.S. Treasuries inverted. Three-month T-Bills had a slightly higher yield (2.46%) than 10-Year Treasury bonds (2.44%). That sounds crazy because it is. The inverted yield curve made national news because yield curve inversions have preceded the last nine economic recessions. Charlie Bilello shared a great visual of inverted yield…

Five Pearls of Wisdom from Gayle Benson

This weekend, I attended an event where Gayle Benson, owner of the New Orleans Saints and the New Orleans Pelicans, gave the opening keynote address. Normally, I do not schedule events at 8:30am on a Saturday morning, but for Gayle, I made an exception. It was the 5th annual Tulane University, Women Making Waves conference,…