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  • Home
  • About
    • Our Story
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Monthly Archives : June 2015

The Price Women Pay for Not Being Financially Confident

One of my first real jobs out of college was as an analyst at a large investment bank. I was the only woman on our entire team of 50. As this was one of my first real jobs, it was also my first opportunity to start investing in my 401(k).

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These 20-somethings invest like ‘Depression babies’

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11 Financial Words All Parents Should Teach Their Kids

The practicality of teaching [finance to kids] is so important…it’s the one topic that they’ll actually use for the rest of their lives, everyday.

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Exchange-traded funds now tops with advisors: Study (CNBC)

Mutual funds are no longer the go-to investment for financial advisors. Their new favorite? Exchange-traded funds (ETFs).

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5 Financial Pros Share Their Smartest Business Moves

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“Wealth managers say they hear ‘nary a tweet’ for Twitter’s IPO”

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ADFP 12th Annual Catalyst Conference

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“The Secret to Building a Great Support Staff”

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How I Squandered My Wedding Cash- Without Even trying

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Wedding bells – and bills, grow louder

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