This Week in Women

This Week in Women is LIVE on Instagram on Monday, May 17th at 4pm ET. My special guest this week is Julia C. Carreon Barbara Corcoran: “The best (and worst) advice I ever received The best (and worst) advice I ever received came in the form of an insult from my long-term boyfriend and business-partner….

Every Single Time

Stocks can go down? How quickly we forget. I am amazed to see investors get spooked every single time. Stocks typically selloff roughly 7-10% at least once a year. A few months later, we’ve forgotten the reason for the selloff because markets recover and move on to new highs. The graph below shows the largest…

On Mother’s Day

My mom grew up in a small town in north Alabama. She is the oldest of three sisters, a group that remains thick as thieves to this day. There is no place on Earth that news travels faster than between my mom, her sisters, and my grandmother. I don’t even bother to fill in any…

This Week in Women

This Week in Women LIVE will be back on Instagram with my friend Caroline Gaynor, Relationship Director and Investment Specialist at Avantis Investors, on Monday, May 10th at 4pm ET / 1pm PT.   We will be talking about how both our careers in finance took strange and unexpected paths. I think this lack of…

This Week in Women

This Week in Women will be LIVE on Clubhouse with Perth Tolle, Founder of Life + Liberty Indexes. Monday, May 3rd at 4pm ET / 1pm PT Perth Tolle is the founder of Life + Liberty Indexes and creator of the Freedom 100 EM Index (FRDM index). Prior to forming Life + Liberty Indexes, Perth…

This Week in Women

This Week in Women will be LIVE on Instagram again on Monday, April 26th at 4pm ET / 1pm PT.   My guest this week is Shana Sissel, Chief Investment Officer at Spotlight Asset Group. Shana and I have crossed paths many times, most recently as judges for the ETF.com awards.    Women Over 50…

The Greatest Story Ever Told

What is money? I found myself asking this question watching my husband check the price of his Dogecoin over the weekend. His phone became a 24-hour casino game, complete with red or green flashing lights and 20%+ moves each day. Across the country, millions of young-ish men were playing the same video game, trying to…

This Week in Women

Tune in for This Week in Women on Instagram Live. Monday, April 19th at 4pm ET / 1pm PT My colleague, Emily Johnson will join me to talk about  helping clients navigate financial planning through divorce.   To get more news coverage of women, we need more women making news Despite being two-thirds of journalism students, leadership…

Leveraging Gifts with Life Insurance

“Rich people will never be poor!” I squealed to my co-worker, half with delight and half with a twinge of guilt. We were discussing a strategy to use family gifts to fund a permanent life insurance policy. The gifts come from the grandparents. Their adult children would use the money to purchase a second-to-die life…

This Week in Women

I have an exciting announcement. This Week in Women is going Live on Twitter Spaces. Join me on Mondays at 4pm ET for a discussion of this week’s stories as well as conversation with a special guest. The idea is to create content by women, for women. Each week, I will highlight the accomplishments of…