In 2003, I was in the right seat at the right time. China was aggressively building out its infrastructure. Everything that China was...

At year-end, I didn't meet my year-end goal. Not even close. The process to hit a goal is pretty formulaic 1. Set out a 3-month goal, 2....

I went to a very affluent high school. My single mom and I lived in a crappy apartment so I could attend Beverly Hills High School. My...

What is the one thing that holds some people back in their financial lives? I was asked what should men know about women and financial...

I grew up being very budget-conscious, I always saved part of my weekly allowance provided by my father. I focused on how much I spent on...

I overcame my confidence issues in my 20s, went to business school, met my husband, had kids, and became a portfolio manager at a hedge...

3 things you can do to fix it. 2 years ago we were all shocked by the exponential growth of COVID-19. We were also shocked by the...

When I started out my career in Investment banking I didn’t have the confidence to know if I would be successful. I felt outnumbered...

Navigating New York City with kids and husband during Thanksgiving holiday week was taxing and exhausting, but I was thankful I knew what...

We should all take a minute and think ahead to our year-end “to do” list so we don’t miss out on important dates, tax opportunities and...

Rereading one of my favorite books 📕 on investing, Stock Market Wizards by Jack Schwager, Jack’s first interview is with Stuart Walton,...

These 6 steps 👟👞 start with the letters TWIRLS 🔄 , like the TWIRLS we do when we dance 💃. A good dance has many twists 🔀, turns, and...

Candy, Puppies & Bitter Sweet Symphony As a kid I LOVED candy. After a weekend of skiing 🎿at Butternut, before we drove back to...

We recently conducted a survey on LinkedIn about what holds people back from seeking professional #investment advice, and three themes...

We recently conducted a survey on LinkedIn about what holds people back from seeking professional #investment advice, and three themes...

Guys Don't Listen, We Do We believe the first step in engaging in your wealth is to begin the process of empowering you to Dream, Plan,...

I’ve had a lot of discussions with potential clients who are sitting in all cash. Some sold off their investments before the election,...

At Wealth Engagement, we love the movie Moneyball starring Brad Pitt and Jonah Hill. It showed that baseball’s conventional wisdom about...

When I was in elementary school and dreamed of being a businesswoman, I crocheted two squares, sewed them together and created a little...

A friend's husband died unexpectedly. While the husband had life insurance he named his daughter who was 4 years old at the time of his...