What Women Want From Their Financial Advisor

What Women Want From Their Financial Advisor

For the first time, women have surpassed men in controlling U.S. private wealth. According to a BMO study, women are expected to control $22 trillion of U.S. personal wealth by 2020. With the growing amount of financial assets held by women, our industry is increasing...
Tips for Year-End Planning

Tips for Year-End Planning

The end of 2017 is in sight. But there still is time to make some adjustments to your finances and get ready to start 2018 strong. Here are a few tips to consider: Retirement saving: If you are enrolled in a 401(k) or other retirement plan at work, check how much you...
Women Are Not Men

Women Are Not Men

Women differ from men in their attitudes and expectations when it comes to money management and financial planning. Enough studies into these differences have been conducted for them to now be fully acknowledged, even by the predominantly male financial services...