The Emotional Life of a Woman and Her Money

Judy was panicked over her investments and frozen in indecision about what to do next. The market wasn’t doing well and she wasn’t sure what all of this meant for her. She was in her mid-fifties, didn’t have a pension (darn those years of doing her own thing) and was single. Late at night, while […]

Guys, Toys and Winning

Have you ever noticed that women are always talking about men and their toys (the latest big screen TV, a motorcycle, gadgets, games,…) and wonder “why do guys love their toys so much?”  I never really thought about it until the other day when a woman asked me why men love their toys so much.  […]

JP Morgan, Facebook, and The Nudge That Never Happened

Investors are like voters- or more like how politicians hope voters are.  By the time the election rolls around, they hope that the voters forget what they promised and didn’t deliver, their scandals, conflicts of interest and gaffes.  The investment industry hopes for the same; that investors don’t remember getting burned, losing money, and losing […]

Facebook I.P.O. Raises Regulatory Concerns

By EVELYN M. RUSLI and MICHAEL J. DE LA MERCED Keith Bedford/ReutersFacebook stock, which slid again Tuesday, is now more than 18 percent below its offering price. 9:38 p.m. | Updated Just days before Facebook went public, some big investors grew nervous about the company’s prospects. After publicly warning about challenges in mobile advertising, Facebook […]

Why Widows Ditch Their Advisors

Investment News By Lavonne Kuykendall May 9, 2012 4:14 pm ET Amy Florian, chief executive of bereavement counselor Corgenius Inc., knows why. “The adviser didn’t ask me about what I was going through,” she said of the first adviser she hired to manage life insurance proceeds shortly after she became a widow and single mother […]

What Did We Learn at the Calgary Women’s Show

Wow! What an amazing two days we had at the show.  We talked to hundreds of women about their money, their challenges, their secrets, their struggles.  It was a gift to be able to share our ideas and advice with them.  And we heard so many stories. What did we notice?  Women want to talk.  […]