Women & Finance

  Jane DeLashmutt O’Mara, CFP®, Senior Portfolio Manager & Shareholder I began my career in the investment business in 2000 as an assistant to a stockbroker in Baltimore. On lunch breaks, I walked down the hallway where I climbed a miniature staircase that led to a “switchboard.” A lot of...

Financial fraud and scams seem to be everywhere these days. Scammers are continually enhancing their tactics relying primarily on our daily sources of communication as their initial point of attack. Educating yourself to identify the most common scams and their sources, which are frequently...

Gone are the days of Americans staying at one job for the duration of their career. If you’ve changed jobs a few times, chances are you’ve left behind a trail of 401(k) accounts with former employers. While it might seem easier to let them sit where they are, consolidating those accounts into one...

  A generational wealth transfer has begun and is expected to continue over the next twenty years as baby boomers age and pass along wealth to their heirs. An inheritance from a loved one, whether anticipated or not, can provide financial stability for clients, but an inheritance can also...

  Divorce rates in the United States have been steadily declining over the past two decades, which is great news for all who participate in the institution. According to recent research, however, 36% of divorcing adults are age 50 or older, which is a number that has doubled since 1990. Even...

  The Conversation… No, not that one. But for many it may rank up there with the dreaded birds and bees talk. Whereas one might make you squeamish, the other forces us to confront some realities we’d rather ignore: aging and its implications. Just like the birds and the bees, parents and...