If this decade is a repeat of the last decade, what will you do differently to protect your money? In our Navigating Turbulent Markets™ presentation on Tuesday, May 10th, we will look at why the market has been different since 2000 and why we think the volatility will continue for several more years. The market lost half its value twice in the last … [Read more...]
Planning for Your Future How much money do you need to retire? How do you know you won’t run out of money? Our April Wise Women workshop presentation is Plan for your Future. This is our most popular session as we present strategies for retirement planning. We define Financial Freedom and how to achieve it. We’ll talk about The New … [Read more...]
Protect Yourself and Your Family How long has it been since you reviewed your insurance protection? Accumulating wealth is important and protecting it is just as important. In our March 22nd Wise Women workshop we will present Protect Yourself and Your Family. From emergency funds to insurance protection, we will share how to design a … [Read more...]
Passing it on: Leaving Your Legacy A mistake in the beneficiary designation on your retirement account could cost your heirs thousands of dollars in taxes. Our May Wise Women workshop will present “It’s Your Legacy, Don’t Leave it to Chance!” We’ll show you how to STRETCH your IRA for generations while minimizing taxes. We will … [Read more...]
Getting Started! Is organizing your financial affairs on your list of Resolutions for 2011? Our workshop series designed by a woman, especially for women, will kick off on Tuesday, February 22nd at 5:30 p.m. with a presentation entitled “Getting Started”. This is a great place to start for anyone who has been thinking about joining us and wants to get … [Read more...]
Average investors are willing to take far too much risk on the downside in hopes that their stock will go back up. The 2010 market is certainly testing the mettle of even the most experienced investors. The focus in a down market should be … [Read more...]
A comfortable environment where women can connect and learn something new each month about managing their wealth wisely. Is organizing your financial affairs on your list of Resolutions for 2011? Our workshop series designed by a woman, especially for women, will kick-off on Tuesday, February 22nd at 5:30 p.m. with a presentation entitled Getting … [Read more...]
Americans have lost an entire decade of investment growth because they are being told to hold on and their investments will come back. Buy and Hold worked in the 80’s and 90’s, but in the last ten years it has become Hold and Hope! Navigating Turbulent Marketsis a presentation that demonstrates why traditional asset allocation failed investors … [Read more...]
Empowering Women to Manage Wealth Wisely My vision for our women’s workshops is to create a comfortable … [Read More...]
Americans have lost an entire decade of investment growth because they are being told to hold on and their … [Read More...]
2010 Market is a Rollercoaster Ride
We have closed the door on another year and the market turned in a respectable 12.8% gain for 2010 as measured by the S&P 500 index. It was a rollercoaster ride with three rallies and three downturns. The volatility gave investors whiplash and made it very difficult to navigate. By August, even veteran investors acknowledged that 2010 was one of the most … [Read more...]