Monthly Archives March 2017

Making a Move: What to Consider When It’s Time to Leave Your Firm

There are a lot of changes happening in the financial services industry, and perhaps you’ve been thinking about making a move. Certainly no one knows what’s right for you (except you), but here are some things to think about. What to consider if you’ve been looking at firms to join: Is the firm’s culture and advisor style a match with yours? Do they focus on financial planning, portfolio construction and investment selection, or are they focused on a particular product? Can they handle the full range of what you offer or would like to offer? Are they involved with local
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Categories: Blog Posts.

Financial Facts for Women’s History Month

Things have changed greatly since the ’50s, when only one-third of women were in the workforce13. Now, for women, there’s good news and bad news. Overall, it appears that the growing disparity between the wealthy and the middle class in America is reflected in data relating to women: the wealthiest women are getting wealthier, while lower and middle class women are losing ground. Here are some the facts and statistics about women and finances in honor of Women’s History Month. Female Entrepreneurship is Growing Between 2007 and 2016, female-owned firms grew five times faster than the national average. As of
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Categories: Blog Posts.