Of Market Drops and Brownies
After the market's historic plunge in early October, Debra Stotler added a little something extra to her regular client letter--a healthy dose humor.
It has been nearly 80 years since Franklin Roosevelt won his first of four presidential elections, launching his wife, Eleanor, onto the national political stage.
Debra Smith's driving passion is empowering women to take control of their finances
Subtracting the Emotion
When clients' lives are being pulled apart by divorce, Stephanie DeWitt tries to take the heart out of the equation
What? Me Worry?
Kathleen Reichart sweats the small stuff so her clients don't have to
For Richer or for Poorer?
Advisors can help clients build a solid financial relationship before they exchange vows
Clients Looking for the Off-Ramp Need Help Making the Turns
Part Three of a three-part series One of Lois Crichton's clients was heading for the off-ramp. The client and her husband had worked the numbers, and...
Lisa Allen Focuses on the Big Picture...
In 1980, Lisa Allen had an impressive resume. She had just graduated with honors from Texas Tech University with a degree in marketing and a...
Nurturing the Legacy
It's all about control. Wealthy retirees and the Baby Boomers coming up fast on their heels are used to calling the shots in their lives....
Taking a Timeout
(Part 2 of a 3-part series) Thinking of stepping off the career track? You're not alone. Nearly four in 10 (37%) highly qualified women surveyed report...