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...

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

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?”...

At year-end. When I worked at an equity long-short hedge fund in New York City, all of us portfolio managers were seated and clustered...

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,...

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....

Is certain social media a Ponzi scheme ▲ or a healthy network ❓❓ A Ponzi scheme is a form of fraud that lures 🎣 investors and pays...

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...

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

But the Walt Disney Company has been through some tough ups and downs. When CEO Bob Iger mentioned just a “modest” subscriber reduction...

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