Archive for August, 2017

Power Planning for the Powerball Winner

Luellen Lockwood, MBA, CPA, EA | August 25th, 2017 As Mavis Wanczyk, this week’s Powerball Winner of $758.7 million, said, winning the lottery was a “pipe dream I’ve always had.”  I think all of us can relate to this statement.   To have $336 million (after taxes) just drop in your lap is truly life-changing.  And […]

Posted by Carly Atkins on August 25, 2017

Leveling The Playing Field and Tackling Financial Challenges for Women

Shalina Martos, CFP®, AAMS® | August 23rd, 2017 As a young girl, my mom was my hero. She was a single parent, raising four active children with little to no financial support.  In her day, being a homemaker was the expected norm for women who didn’t have any post-secondary education or meaningful job prospects.   Even if […]

Posted by Carly Atkins on August 23, 2017

Diversification – Own the Market and Reduce Risk

Nicholas Wright | August 1st, 2017 Once an investor decides to put his money to work in the financial markets, naturally the first question he must ask himself is: What should I invest in? Often, newbie investors expect the answer to be a secretive stock pick or the “hot” company that is making headlines on […]

Posted by Carly Atkins on August 1, 2017