financial advisor meeting to discuss partnership

06 Jul Choosing a Financial Advisor: The Value of Partnership over Projections

Posted at 12:00h in E-mails, Investing, Personal Finance, Wealth Mindset, Women & Money

Explore the value of choosing a financial advisor based on a solid partnership rather than unreliable projections. This blog post delves into the imperative role...

23 Jun Are you truly a long-term investor? Does your time, energy, and attention reflect that belief?

Posted at 08:13h in E-mails, Investing, Personal Finance, Wealth Mindset, Women & Money

How much is worrying about the economy costing you right now? Not necessarily in financial terms, but in terms of how you’re spending your time,...

05 May 5 truths about investing for women with wealth

Posted at 13:56h in Articles, Investing, Personal Finance, Wealth Mindset

As a Top 100 Investopedia advisor who’s worked with over a thousand high-net-worth women for the past 20 years, I recognize several patterns and principles.When...