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....

It was painful to have worked and lived in so many different bubbles: - Worked in SF during the dot.com bubble burst. - Worked in NYC...

As any good investor knows, if you are researching a stock to buy, you need to look at the investment from the opposite perspective. Is...

I could have retired in my early 40s, but feared something I shouldn’t have. From the outside, everything appeared great. - Raised 3...

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 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...

We love routine. We can control our schedule, plot the path we take each day, avoid any major decision. There is cool wind in our hair. ...

My 3 reasons why listening can make you money. As a teenager growing up in L.A. with my single mother, I had no choice but to be...

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...

Happy New Year's Eve! Would you rather be the driver or the passenger? On our So Cal Christmas tour visiting friends and family, we...

If you want to: Retire, Leave an old life and start a new one, or Divorce Going through a transition is lonely and hard. When I was going...

There’s an old Wall Street adage: You are only as good as your last trade 📈 💲. Put another way: “What have you done for me lately?”...

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...

One of the biggest uncertainties and hopes facing many families today is whether their kids will be as successful or more successful than...

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

Back when my father was about to retire in 2008 and the great financial crisis was unfolding, it was a very scary time for everyone....

Ever try to get a kid to do something they really don’t want to do, like get ready for bed? Which superhero jammies would you like to...

Vincent Van Gogh was a tortured artist who battled depression and lived on the edge of insanity most of his life. However, Van Gogh said...

This week on Linkedin I posted a poll that asked the question: When you want to learn how to #planahead and #invest for your...