In the Weeds

I’ve been too busy to write lately, and I miss writing. All at once, five new families are coming on board as clients, and a few more are close to making a decision. We are holding year-end tax planning meetings with clients. Often these meetings result in action to be taken, such as opening new…

This Week in Women

Michelle Wu is Boston’s first woman and first person of color elected mayor Wu, whose parents immigrated to the U.S. from Taiwan, broke a 199-year streak of white, male elected city leaders. She moved to the city from Chicago, and attended Harvard University and Harvard Law School.   Will paid family leave make it into…

This Week in Women

‘Moms Are Cool’ program offers free financial counseling for mothers impacted by the pandemic The Senior Investment Role That’s Dominated by Women “I came from a mainstream background. At large conferences, there would only be one or two women in the room,” said Sarah Bratton Hughes, global head of sustainability solutions at Schroders. “As soon…

This Week in Women

Spanx founder Sara Blakely says business will expand into denim and more after Blackstone deal Blakely launched Spanx in 1998 with just $5,000 in her pocket, which she had earned from selling fax machines. Her vision at the time was to create a product for women to wear under clothing, that helped them feel more comfortable….

This Week in Women

The 60/40 Portfolio is Dead. Again. (Podcast) On this week’s episode of The Compound & Friends, Michael Batnick, Blair duQuesnay, Eddy Elfenbein, and Downtown Josh Brown discuss how Blackrock got so big, the death of the 60/40 portfolio, Project Thunder, red flags that no one cares about, the 5.9% increase in Social Security benefits, college…

This Week in Women

Male Investors More Likely To ‘Freak Out,’ MIT Study Finds The worst culprits when it comes to panicky selloffs? “Investors who are male or above the age of 45 or married, or have more dependents, or who self-identify as having excellent investment experience or knowledge tend to freak out with greater frequency,” the authors said….

Pluto is a Planet

Science was the first academic subject I stopped pursuing, and I regret it. In high school, the only science options senior year were A.P. and required an extra hour for the lab work. I had other priorities, including a semi-professional dance career that took up a lot of my time. In college, I took the…

This Week in Women

Women Still Do More of the Housework. Here’s How to Share the Load The women are burned out, stressed and full of rage about unequal distribution of domestic labor, she says. The men are finally starting to wake up to the problem. “There’s no denying it anymore,” Ms. Rodsky says. Many male partners have spent…

Moms Are Cool

I’ve always wanted to do pro bono financial planning work, but never found the right opportunity. Local FPA chapters will host walk-in clinics which were never my thing. I developed a financial literacy program during my active years in the Junior League, but I wasn’t involved in launching or teaching the courses. I have taken…

This Week in Women

Tech Women #ChoosePossibility I reached out to about 100 women tech entrepreneurs across the country and asked for their help in shaping this perspective. Through a simple survey, coupled with public data collection, a picture starts to emerge of some of the women who are and have been building tech companies successfully in the Valley…