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...

When Chris Davis, a reporter at Nerd Wallet reached out to me to look into the worse social media tips, I asked my daughter to help me...

Gen-X Women Are Caught in a Generational Tug-of-War. The average caregiver is a 49-year-old woman, and the demands of caregiving seem...

When I think about any good happy ending in a movie, the hero gets the boy (or girl) or saves the earth from mass destruction. When it...

Picture a conference room with 30 analysts and portfolio managers talking about aluminum prices and supplies in New York City at Alcoa’s...

I almost always tell clients to avoid making knee-jerk decisions from the gut. When the stock markets tumble and people get nervous,...

Thank you #NerdWallet and Chris Davis for referencing my thoughts on #inflation and how to position a portfolio. Don't let #fear control...

Imagine this. You know you are talented and can get a higher-paying job somewhere else, but you don’t. You want to stay with your current...

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,...

Wouldn’t it be heaven if we all had kids who don’t play video games, who know exactly what they want to do when they graduate college,...

A weak jobs report erased some worry about inflation last week, and the market rallied. Variations on that headline are constantly...

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

Big Gov’t … Small Gov’t: the debate reminds me of the Children’s book Big Dog...Little Dog: A Bedtime Story by P.D. Eastman. There is no...

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

It’s springtime again, and that means it’s me versus the carpenter bees. I bought this zapper fly swatter, and I have to admit it’s kind...

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

Have you ever found yourself in a crowded New York subway and you don’t know which way to go? What do you do? Ask someone for directions?...

There’s a reason doctors, dentists and other service providers are considered essential services: they keep us healthy, and look for...

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...