Schedule A Consult Video Transcript Philip Weiss (00:00): Thank you for joining me today for today's webinar, Financial Planning for Women;
Why Invest? Achieving Goals Versus Beating the Market
Why invest? Do you invest to achieve goals or to beat the market? If you listen to much of the financial media, you probably think you should strive
Podcast: Special Appearance [Stocks for Beginners]
I was recently interviewed by Phil Muscatello on the Stocks for Beginners podcast. During the podcast, we discussed both good and bad financial role
Apprise’s Five Favorite Reads for the Week of May 1, 2022
Recent Market Performance and Berkshire Hathaway Shareholder Meeting Ouch. So far, 2022 has not gone well for investors. The S&P 500 Index closed
The Motherhood Penalty
The motherhood penalty refers to the career penalty women face after having a child. It can affect wages, the ability to get hired, workplace
Apprise’s Five Favorite Reads for the Week of April 17, 2022
Choosing the Best College Most college-bound high school seniors will decide what college they will attend next fall by May 1st. While the decision
Should I Complete a 401k Rollover?
It's rare that any of us work for the same employer for our entire careers. When you took advantage of your employer's retirement plan, you have
Apprise’s Five Favorite reads for the Week of March 28, 2022
If you spend your entire career following a financial plan, saving and investing isn't only a commitment, it's also a mindset. And it can be very
Experiences Matter
They say experiences matter. As a financial advisor, I like to understand what matters most to my clients. I also want to help them maintain their