#Linkedin asked us what steps should be taken to boost financial literacy among younger generations. My view? Make financial literacy...

From the time my 2 older daughters were three years old, I made them practice and learn the violin. As they got more advanced, the pieces...

A year before we moved to Atlanta, we were living in Houston. I played with the idea of leaving investment management and working at a...

An episode title from Sex and The City, but I found it fitting for a recent experience. Last week I was excited. I had an appointment to...

A group of us were at the office at 7:30 am, a few hours before the US market opened. We gathered in the conference room to discuss the...

It was 2016, and I didn’t know what to do. I was at the beginning of a huge transition, a pivot. No longer a portfolio manager working in...

"Down and Out in Beverly Hills," a 1986 film directed and co-written by Paul Mazursky, came out the same time we moved to Beverly Hills....

I spent hours modeling companies' financial statements as an investment banking analyst. I was chained to my desk, glued to my excel...

Since I was in business school, I had wanted to start my own business. When I started to burn out commuting to NYC, I started some side...

Our working lives in Connecticut were brutal. - I was on a 5:50 am train from Old Greenwich to Manhattan. - My husband drove 70 miles...

I’m constantly battling between enjoying living my life now vs. worrying about my future. On the weekends, I’m: - catching up and reading...

We love watching reruns of Sex and the City created by Darren Star. The show motivated a lot of young women to move to NYC and try to...

When I started my investment banking career, I was intimated, insecure, and lacked confidence. I felt outnumbered and surrounded by...

In my early 20s, I laid out my vision and goals with my dad on a walk. A few years later, I got the envelope in the mail. My dream came...

As a kid, I always wanted to be rich. My friends lived in beautiful houses in Beverly Hills. They drove BMWs and Porsches. They bought...

🎄Happy New Year, everyone 🎄 I hope this holiday season brings you joy and peace. I am grateful for each and every one of you and for...

As I reflect on the year, I had some twists and turns in my journey just like driving on Mullholland Drive in L.A. The rich lessons I...

One of the best lessons I’ve learned growing up in LA is this. Where you went to school, grades are not a predictor of success. We all...

Finally, a break. I met a rich guy who was looking to make an advisor switch. He told me his wife makes all the decisions. Perfect! I’m...

In the movie, The Devil Wears Prada (Directed by David Frankel and produced by Wendy Finerman), the main character Andy played by Anne...