Important Disclosures
Women & Finance: Mom’s Philosophy for Wealth Accumulation My 80-year-old mother lived in Korea through the remnants of the Japanese occupation, the full-scale Korean War, and South Korea’s triumphant industrialization in the 80s before immigrating to the United States in the 90s. With these...
Minorities – Close the Wealth Gap through Investment Perhaps unlike most investment professionals, my first exposure to the concept of the stock market came while watching an episode of Silver Spoons in the mid-80s. I recall the episode vividly: Ricky Stratton scrolled through the newspaper,...
Inflation: What’s the Buzz? Dear Clients and Friends, The great reopening continues as warmer weather and loosening Covid restrictions allow for greater freedom of movement and improving economic conditions in the U.S. In Washington, DC an invasion of cicadas has proven to be a temporary nuisance...
This is a blog written by women, for women. More than thirty years ago, Susan Fulton and Margaret Broenniman were two mid-career women who recognized they were often overlooked in financial meetings. But when their friends’ parents began to age, their girlfriends’ mothers were often left to manage...
