Tag Archive for: investing

4 Key Truths That Lead to Investing SUCCESS

Many of us have heard the phrase, “Luck favors the prepared.” I suggest a different idea: “SUCCESS favors the prepared.” Every person defines success differently… whether it means the open doors of opportunity, personal accolades, a substantial financial foundation, wealth in the form of relationships. The one common theme among these varying definitions of success […]

A Different Way to Invest in Our Tumultuous World

Everyone loves a good story. It’s what keeps you hooked watching a movie or reading a book…it’s also what keeps investors committed to poor investment solutions. Investors like a good story that keeps them engaged, and that story usually involves a savvy manager. But there is a different narrative—written by financial scientists. Now, academic finance […]

Recession-Proof Your Retirement Portfolio

Money Magazine interview on recession-proofing your portfolio

Market High…Market Top?

In 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 […]

Allen Addresses Advisers on Working with Breadwinner Women

This 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 […]