20 Mar Spring Clean Your Financial Life
Despite the chilly temps lingering here in NYC, the first day of Spring is finally here - the perfect inspiration to spring-clean your finances! Now, I’ll be the first to admit...
18 Feb The Financial Check Up: What Every Spouse Needs to Know
Part of my personal mission is to help people take control of their finances. It's empowering, it's important, and it's a key part of cultivating a rich life. But friends...
17 Sep A Tool for Success: Your Investment Policy Statement
Last week, I blogged about how to make sure you and your financial advisor are on the same page about your investment strategy, how your portfolio is allocated, and why....
09 Sep Investment Strategies Are Not One-Size-Fits-All
In investing, risk and return go hand in hand: some amount of strategic risk is necessary in order to ensure that your money is working for you to its full...
28 Feb What makes a healthy portfolio?
Diversification is key! DON’T : Buy local. The farmer’s market is one thing, but the financial markets are a different story. Investors are sometimes fooled into the sense that we “know” companies in our...
17 Dec An Investment Plan That Supports Your Financial Goals
The trap: Speculating, not investing – picking and choosing rather than following a clear strategy The solution: Have a balanced financial plan that addresses your unique needs Taking control of your finances...
12 Nov A Four-letter Word That’s Not A Curse (part 2)
An efficient, well-diversified portfolio features a balance of different asset classes. From that balance point, you can adjust the proportion of your assets you have in various classes to take...
05 Nov A Four-letter Word That’s Not A Curse (part 1)
We’d all like to avoid the type of investments that cause us to curse! So, one particular four-letter word deserves some attention: risk. Colloquially, risk connotes high stakes—the capacity for great...
28 Aug (Wo)man vs. the Market
Many of us look at investing as a David v. Goliath scenario: you are David, up against the giant. There’s a mountain of evidence that’s just waiting for you to...
13 Jan Happy 2012!
Now that we’re a few weeks into the new year, it’s a great time to think about how to turn challenges into opportunities, especially as they relate to your finances....