One evening, my husband and I had friends over and it came up that it was their 10-year anniversary. His gift to her was an “upgrade” for her engagement ring. When they exchanged the diamond for a new and improved version, they were surprised at how much their diamond had appreciated. Now, this begs the

Up ‘til now, there hasn’t been a hedge fund option for individual investors. Hedge funds traditionally required a minimum investment of several million dollars, so are offered to specific investors such as pension fund managers, foundations, endowments, and extremely wealthy individuals who can afford them. Because today’s market is so volatile, people are looking for

One of the most compelling reasons for starting my own company  was that I began to realize the importance of having an empathic ear and listening to my clients’ needs, fears, and desires, and to be an advocate for them.  Laura approached me when she lost her spouse unexpectedly.  He had handled the finances for

Investing is like a blossoming romance.  When the markets are up, it correlates to a budding new relationship: exciting, exhilarating, and full of promise.  When the markets are down, it resembles a bad breakup; you’re depressed, overwhelmed by fear for the future, pessimistic.  Your investments can prompt the same range of emotions. When the market

Spring is here, the May flowers are all in bloom and this is the season for college and high school graduations.  As I think back all too fondly, of my excitement about going into the next chapter of my life.  All I could think was now I am officially an adult.  I had my first

Spring is here, the May flowers are all in bloom and this is the season for college and high school graduations.  As I think back all too fondly, of my excitement about going into the next chapter of my life.  All I could think was now I am officially an adult.  I had my first

What a wonderful evening meeting women interested in learning more about the Savvy Women Investor Circle (SWIC).  We enjoyed elegant music, engaging conversation, and a wonderful ambiance.  This truly was an amazing atmosphere to share information about SWIC and to learn more about the women in attendance.

There is so much anticipation surrounding Facebook’s initial public offering (IPO).  I’ve had questions asked of me by interested investors. Such as: How do I participate in the Facebook IPO? What price do you think the stock will be when it starts trading? Do you think it will be a good investment? How do you think