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Market High…Market Top?
/in Investing/by Sharon Allen, CFP®,CTFAIn case you hadn’t noticed, the S&P 500 index has reached record territory, and the Nasdaq has crossed over the 5,000 level. At 2,166.89, the S&P 500 finished above the previous high of 2,130.82, set on May 21, 2015. We’ve waited more than a year for the market to get back to where they were before […]
Sharon Allen’s article published by Financial Advisor Magazine
/in News, Wealth Management, Women/by Sharon Allen, CFP®,CTFAFinancial Advisor Magazine, a national publication serving the advisory community, published an article written by Sharon Allen on understanding the squeeze a sandwich generation woman experiences and how advisors can help. Check out the full article here https://swmi.co/fa-sangen. To read her full white paper “Caught in the Middle: How Does the Sandwich Generation Woman Not Get […]
Allen Addresses Advisers on Working with Breadwinner Women
/in Communication, Investing, Women/by Sharon Allen, CFP®,CTFAThis May Sharon Allen spoke at the national Financial Advisor Invest in Women conference in Dallas, Texas. She facilitated a panel of experts as well as shared her own expertise regarding the concerns and needs of Breadwinner Women in our society. Drawing from the national research from the Family Wealth Advisor’s Council, of which Sharon is a member, she […]
Successful Investing (while riding a roller coaster)
/in Investing/by Sharon Allen, CFP®,CTFAIt’s natural human behavior in times of stress to reevaluate the current situation to find answers. This story rang true for many investors of globally diversified portfolios as the sharp declines of early 2016 caused some to examine their asset allocation and question if they were still making the right decisions. In fact, many investors […]
Allen Speaks on Breadwinner Women at National Conference
/in News/by Sharon Allen, CFP®,CTFAThis November Sharon Allen spoke at the InvestmentNews Women Adviser Summit in San Francisco, California. She shared her expertise regarding the concerns and needs of Breadwinner Women in our society. Drawing from the national research from the Family Wealth Advisor’s Council, of which Sharon is a member, she focused on the resulting data highlighting the challenges […]