Promoting patience: To female clients in the wake of a major transition, Ms. Awad’s advice is often simple: Wait. She tells clients to give themselves a year before making any big financial decisions like selling a house. This advice is important for anyone following a separation, but especially…
Thoughtful, Balanced Wealth Advisory.
When financial adviser Marti Awad sits down with a client, she has autonomy in her work. She doesn’t feel pressure to sell products to her client that they don’t want or need. And she acts as a fiduciary, meaning she puts her client’s interests first.
Real estate is a tricky asset. It’s notoriously illiquid, subject to boom-and-bust cycles, and — especially in its role as dwelling place — emotionally fraught at the best of times.
Ron Weiner remembers sitting his two girls down to discuss the amount of money they stood to inherit. One was in college and the other in high school at the time, and they wanted nothing to do with the conversation.
Women are dramatically underrepresented in the ranks of financial advisors and proportionally manage even less than their slim numbers would indicate.
Colorado’s booming legal marijuana business helped one of Martha Awad’s clients identify a niche real estate market that also offers tax advantages.
We all know we should work on and improve our core, but how many of us have the discipline to do it? I interviewed two financial advisors who are strengthening their core by using municipal bond indices and the ETFs that track them.
Options: most financial experts either love them or hate them.
“Many certified financial planners would not touch options with a 15-foot pole,” says Barbara Kay, who coaches financial experts around the country via her certified woman business enterprise in Wheaton, Illinois.
For investors struggling to separate the trash from junk bonds, fund provider WisdomTree Investments Inc. swears by one simple test.