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The ETF basics

The ETF basics

Because Exchange-Traded Funds, or ETFs, allow investors to achieve diversification at low cost, and diversification is important because it can mitigate investors’ risk, let’s take a look at the ETF. The ETF is a pooled vehicle that owns underlying investment assets,...
The innate advantages of women financial advisors

The innate advantages of women financial advisors

Today, less than 20% of financial advisors are women, and the numbers shrink further when narrowed to the highest levels of the profession. Yet more than two decades of professional experience has shown me that we women financial advisors have some innate advantages....
End of Year 2018 — Maneuvering Delicately

End of Year 2018 — Maneuvering Delicately

“Every past decline looks like an opportunity, every future decline looks like a risk.” Morgan Housel If past declines look like opportunities and future declines look like risk, declines lived in real-time are trials of patience and fortitude. The uncertainty around...