Women, Wisdom & Wealth: Market response to Japan disaster
Published 03/18/2011 at 3:29 p.m.
The events in Japan are heart-wrenching, and it’s likely that there will be more disturbing news as the true scope of this disaster unfolds. The economic impact on Japan’s economy and individual companies will be significant but there’s nothing to ...
Women, Wisdom & Wealth: Tackling the do-it-yourself mentality
Published 03/11/2011 at 2:39 p.m.
As the years have gone by it seems that things like car repair, investing and hair care have become more complicated. As a teenager I was a “tom-boy” who hung out with the guys who worked on cars. Through osmosis ...
Women, Wisdom & Wealth: Don’t allow a blessing to become a curse
Published 05/20/2010 at 3:51 p.m.
“Be careful what you wish for” is a motherly and cautionary statement. Mom is usually right and there’s no exception to the rule as this declaration applies to the receipt of sudden and unexpected wealth. For some this event is ...
Women, Wisdom & Wealth: Life’s, and investing’s, ups and downs
Published 05/14/2010 at 1:14 p.m.
There’s never a dull day in the financial markets. On Thursday, May 6 our office was singing Tom Petty & The Heart Breakers 1989 hit “Free Falling” as the Dow Jones Industrial Average fell 5.7 percent from April’s close to ...
Women, Wisdom & Wealth: Education planning and raising money-smart kids
Published 05/07/2010 at 1 p.m.
The years go by so fast. It was just 5 years ago that our oldest daughter and son-in-law surprised us with a gift wrapped ultrasound picture of our granddaughter as their way of telling us we were going to be ...
Women, wisdom & wealth: Estate tax changes you need to know about
Published 02/19/2010 at 5:15 p.m.
Until Jan. 1, almost everyone expected Congress to act to prevent repeal of the estate tax. Many expected a simple patch to extend 2009 law into 2010. In 2009’s cliffhanger of an ending, Congress instead offered no resolution at all, ...
Women, Wisdom and Wealth: Don’t bet the mortgage on the big game
Published 02/03/2010 at 4:20 p.m.
Women and men alike can appreciate the enthusiastic and inspirational wisdom of Coach Lou Holtz.
Women, Wisdom and Wealth: What kind of benefits plan is best for you?
Published 01/27/2010 at 2:06 p.m.
If you started your business a few decades ago – say, during the era of bell bottoms and Sonny and Cher and headbands – and you were considering how to provide a retirement benefits plan for your employees, you may ...
Women, Wisdom and Wealth: Look before you leap into a new annuity
Published 01/22/2010 at 11:04 a.m.
As a result of the 2008 financial crisis, many investors find themselves in the vulnerable position of being in a hurry to replace lost income and diminished net worth.
Women, Wisdom and Wealth: Get started on your financial fitness program
Published 01/14/2010 at 3:34 p.m.
By looking at the parking lots of the health clubs this month; it’s obvious that a number of us have made fitness a New Year’s resolution.
Women, Wisdom and Wealth: Traveling the path of greatness
Published 01/08/2010 at 12:43 p.m.
Enjoying the long weekends of Christmas and New Year, my husband Pete used his free time to embark on a “Godfather I, II and III” trilogy movie marathon.
Lessons and carols
Published 12/24/2009 at 2:35 p.m.
The holiday season can be stressful, or it can be rewarding and joyful. Remember to celebrate the simplicity of friends, family and home. Over the past 18 to 24 months everyone has learned more than they cared to about mortgages, ...
WOMEN, WISDOM & WEALTH: Should I convert to a Roth IRA?
Published 12/18/2009 at 3:09 p.m.
While conducting our year end account reviews one of the topics we cover is, if the opportunity is available, should an individual take a distribution from an existing IRA and roll it over to a Roth IRA? Eligibility to elect ...
Women, Wisdom and Wealth: Anybody wanna buy a palm-shaped island?
Published 12/04/2009 at 4:04 p.m.
The Friday after Thanksgiving is traditionally a quiet day in the market, so I chose to work remotely from our daughter’s dining room table that morning
Women, Wisdom and Wealth: This Christmas, the Grinch is on the run
Published 11/25/2009 at 4:20 p.m.
While driving around Naples the other day, enjoying the Christmas decorations, it dawned on me why I’m feeling so much more festive this year than I did last year; last year, we’d just experienced near economic collapse; no wonder I ...
Ask Santa for a Spy-Scope for Christmas
Published 11/20/2009 at 11:51 a.m.
Residents of Southwest Florida rely upon different signs of fall than do our friends in New England.
Are inflation protected securities for you?
Published 11/13/2009 at 3:26 p.m.
“Knowledge is power. Knowledge shared is power multiplied.” Robert Noyce, Microchip inventor, 1927-1990
Sustaining your wealth to the end
Published 11/06/2009 at 4:52 p.m.
“The United States invariable does the right thing, after having exhausted every other alternative.” Winston Churchill
Weather and economy both hard to forecast
Published 10/30/2009 at 2:43 p.m.
In spite of our unseasonably warm weather during October, it occurred to me that it was time to drop off our winter bedspread at the dry cleaner. It did feel a bit odd lugging the oversized blanket out of my ...
You can’t take it with you
Published 10/23/2009 at 3:32 p.m.
We’ve all heard Ben Franklin’s remark about the certainty of death and taxes, but notice he didn’t say a word about the size of the tax bite.
There’s more than one way to tie the knot
Published 10/16/2009 at 2:16 p.m.
Are you and your partner in a committed relationship, but not legally married? Planning for the future may be even more important – and very likely more complex – than it is for your married counterparts.
Don’t get bluffed by financial headlines
Published 10/09/2009 at 2:31 p.m.
“You bluffed me! I don’t like it when people bluff me. It makes me question my perception of reality.” Diane Frolov, “Northern Exposure” creator, 1992 television show.
Gender matters in the end
Published 10/02/2009 at 1:55 p.m.
“Life engenders life. Energy creates energy. It is by spending oneself that one becomes rich.” Sarah Bernhardt, French actress, 1844-1923
Avoid the pitfalls of joint ownership
Published 09/25/2009 at 5 p.m.
The best laid plans of mice and men often go astray. An idea or action may appear brilliant at the moment, yet unintended consequences may easily overshadow the original motives and good intentions
What a difference a year makes
Published 09/18/2009 at 2:05 p.m.
In each of our lives, there are a handful of days we will always remember as truly significant.
Rules of the investment road
Published 09/11/2009 at 4:24 p.m.
There is rarely a day that goes by that we can’t learn or relearn something of value.
What are your retirement goals?
Published 09/04/2009 at 2:25 p.m.
While waiting for a flight 10 years ago in the St. Louis airport, I picked up the book, “Who Moved My Cheese?” by Spencer Johnson.
Lower rates, lower returns
Published 08/28/2009 at 4:49 p.m.
Labor Day weekend is a time to celebrate and remember the hard-working men and women who first came together on Sept. 5, 1882, in New York to celebrate a “workingmen’s holiday.”
Women, Wisdom, & Wealth: Where are we going? How do we get there?
Published 08/18/2009 at 9:42 p.m.
It was the summer of 1969; do you remember where you were? Two important events occurred; the Apollo Moon Landing and Woodstock. I also celebrated my ninth birthday that summer. While I remember listening to Walter Cronkite reporting on the ...
Women, Wisdom, & Wealth: Food for thought on today’s economics
Published 08/11/2009 at 9:14 p.m.
Robert Louis Stevenson said “Everybody, sooner or later, sits down to a banquet of consequences”. If we apply his wisdom to today’s economic situation, we’re feasting on a banquet of debt. The trick is in how we’ll digest the consequences ...
Women, Wisdom, & Wealth: If there’s recovery, it will be slow
Published 08/04/2009 at 9:13 p.m.
There was a flurry of positive news at the end of July which drove the markets up. The most-quoted indices are all at or near their 2009 highs. First, several banks and large companies such as Intel Corp., Caterpillar Inc. ...
Women, Wisdom, & Wealth: Tee up your investments
Published 07/28/2009 at 10:19 p.m.
There’s a mystique around golf that I have find intriguing. Not a golfer myself, I’ve never had a burning desire to chase the little white ball, and since no one that I spend a great deal of time with is ...
Women, Wisdom, & Wealth: Looking forward on the road ahead
Published 07/21/2009 at 8:59 p.m.
Mid-year is the perfect time pause, take a look back to review this past year and to see what the road ahead may bring.
Women, Wisdom, & Wealth: Peak in performance, spending
Published 07/14/2009 at 9:36 p.m.
A University of Iowa study found that female professional leaders reach their peak performance at age 43, while men max out at age 47. They also state that women’s contributions in the work force start to diminish at age 59.7 ...
Women, Wisdom, & Wealth: Being prepared means peace of mind
Published 07/07/2009 at 8:31 p.m.
Last week you were introduced to my friend Grace who was recently widowed. She and her husband had the difficult conversations while he was alive and discussed what the future may hold if one of them were to pass.
Women, Wisdom, & Wealth: Taking an active role in family finances
Published 06/30/2009 at 8:15 p.m.
You know them when you meet them; people who are truly inspiring. I met Grace (not her real name) at what was possibly the worst time in her life. Her husband had just passed away, yet I sensed a certain ...
Women, Wisdom, & Wealth: Rebooting the system
Published 06/23/2009 at 8:54 p.m.
Today could be one of the best performing days in the stock market or it could be one of its worst days.
Women, Wisdom, & Wealth: The IRS makes saving for college easier
Published 06/16/2009 at 8:39 p.m.
Congratulations to all graduates and their families, school is officially out for summer.
Women, Wisdom, & Wealth: Does your dog bite?
Published 06/09/2009 at 9:53 p.m.
Do you remember Peter Sellers as Inspector Clouseau in “The Pink Panther” movie, when he asks a hotel clerk, “Does your dog bite?” The emphatic reply is, “No.” Next, Sellers leans over to pet the dog and says, “Nice doggie.” ...
Women, Wisdom, & Wealth: Retirees rejoin the workforce
Published 06/02/2009 at 8:51 p.m.
While reviewing her father’s finances, a friend of mine only half jokingly said, “Hey Dad, you may want to think about going back to work.”
Women, Wisdom, & Wealth: Peak Versus Trough - The ups and downs of the economic environment
Published 05/26/2009 at 9:10 p.m.
In these challenging economic times most of us know someone who has been directly impacted by the financial crisis, whether it’s by a decline in portfolio values or something much more serious like the loss of a job.
Women, Wisdom, & Wealth: Bonding with BABs puts America to work
Published 05/19/2009 at 9 p.m.
Move over municipal, corporate, and agency bonds; there’s a new gal in town. BABs isn’t my new lunch buddy or BFF shopping pal but rather an investment term that stands for “Build America Bonds.”
Women, Wisdom, & Wealth: I am woman, hear me roar
Published 05/12/2009 at 9:51 p.m.
Here’s something that may or may not surprise you. Women are responsible for and control 80 percent of consumer purchases. I’m sure that won’t surprise too many of the men out there, but this factoid from The Trendsight Group did ...
Women, Wisdom, & Wealth: Paralyzed or energized?
Published 05/05/2009 at 9:49 p.m.
It’s been said that physically we are what we eat and intellectually we are what we think.
Women, Wisdom, & Wealth: Navigating turbulent waters in the financial ocean
Published 04/28/2009 at 9:59 p.m.
Just like a caterpillar transforms into a butterfly, each of us grows and evolves throughout our lives. The economy is a dynamic system with a life of its own.
Women, Wisdom, & Wealth: Do you know where you are going?
Published 04/21/2009 at 9:46 p.m.
Last weekend we finally made the time to take out our motor home out and headed to our favorite ocean spot over on the east coast.
Women, Wisdom, & Wealth: Significant others need to plan for retirement too
Published 04/14/2009 at 8:27 p.m.
Times are tough all over. Even high maintenance sweethearts of the previously rich and famous are affected by economic conditions.
Women, Wisdom, & Wealth: The market and the print model
Published 04/07/2009 at 9:16 p.m.
Predicting and timing the markets is a dangerous thing. Some investors in the heat of the moment, consciously or not, became market timers and chase stocks up or sell them down.
Women, Wisdom, & Wealth: The ebb and flow of the stock market
Published 03/31/2009 at 9:27 p.m.
Living in paradise has its rewards. Because Southwest Florida in the winter is a vacation destination, unanimous vote dictated that the Guerin family’s annual reunion be held here last week.
Women, Wisdom, & Wealth: It's time to join the happiness bank
Published 03/24/2009 at 8:34 p.m.
During the last week of March each year our entire family gathers on Marco Island. When we’re all together I’m overwhelmed with gratitude that fills my personal happiness bank to the brim.