Media

Our team regularly appears in the press and is featured and
quoted in over 100 publications. We hope that you find these articles and video clips helpful, whether you want to learn more about investing or are going through divorce.

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Scammers Look For Vulnerability and Find It in Older People
September 12, 2019
Since 2014, nearly 1.3 million reports have been filed with the Federal Trade Commission about callers pretending to be from the Social Security...
Why You Shouldn’t Keep Your Ex’s Financial Advisor
September 12, 2019
Divorce is meant to be a clean break with your spouse, so why do so many women stay with their exes’ advisors?
Women are not good with numbers.
September 11, 2019
Is it true that women are not good with numbers?
How women can take control of their money and grow their wealth
September 6, 2019
Women are more educated and successful than ever. Yet, when it comes to their money, they still tend to stand on the sidelines,...
Money stress traps many women into staying in unhappy marriages
August 13, 2019
For many women, financial security is one of the biggest considerations that factor in when deciding whether to stay in an unhappy marriage...
Why Women Should Seek Out Financial Advice Before Divorcing or Separating
August 9, 2019
Before you officially decide to separate and incur what can often be a high cost of divorce, you should do your best to...
How to Maximize Social Security With Spousal Benefits
July 10, 2019
Understand how Social Security spousal benefits work to make the most of your retirement funds.
Here’s the best financial advice these 10 advisors ever received
July 1, 2019
From “do the right thing” to “California real estate always comes back,” advisors got their own best advice from parents, college professors and...
Cuts to Social Security would hurt older, single women most of all
June 26, 2019
The average benefit for a retired woman of 65 is $14,184 a year, versus $18,000 for men the same age.
6 things wealthy people do to protect their money when they get married
June 21, 2019
Elizabeth Holmes, the disgraced founder of the biotech startup Theranos, married her fiancé Billy Evans in secret, according to a report earlier this...
How co-parents can stay on the same financial page
June 20, 2019
Divorce can be especially difficult for parents still raising children. Your post-separation finances don’t have to be.
Money Conversation Circles With Sunaina Mehra
June 19, 2019
Listen to learn some practical tools for talking about money with those closest to you!