Economic Recovery Needs to Fill the Last Mile

Economic Recovery Needs to Fill the Last Mile

June 17, 2020

Liz shared with Reuters TV her thoughts about the market's  short-term  bounce and the last-mile for a long-term...

How the CARES Act Benefits You

June 16, 2020

  The Coronavirus Aid, Relief, and Economic Security Act, or what you probably know as the CARES Act, was passed in late...

It’s Impossible Not to Reach Out

June 5, 2020

Two years ago, I launched a mentoring group for undergraduate and early career women interested in the financial services...

Does Value Need Redefined- Reuters TV

May 20, 2020

As Liz joined Reuters TV this month, she discussed whether traditional definitions of value investing might need to be...

Turning to Spring Cleaning? Add Your Finances

April 30, 2020

Maybe you haven’t noticed that Spring is upon us.   In social isolation,  though, perhaps you have taken on even more spring...

Retail Sales Data Shows Market Ahead of Itself

April 15, 2020

Liz shares with Reuters that the market pullback after a record drop in U.S. retail sales and a plunge in factory output is a...
NYSE, new york stock exchange

Quarterly Investment Outlook

April 6, 2020

As this quarter ended, we all endured a month with some of the worst and best single days in stock market history. The S&P...
stock market volatility

Volatility Continues

March 17, 2020

This is usually the week I start penning my quarterly investment newsletter.  Like many of you, we are working from home and...
stock market volatility

Market Looks like a Panic- 3/12/2020

March 12, 2020

I thought yesterday looked like a classic "panic" market, moving down way ahead of information. Such are event driven bear...

Early Thoughts on Market Volatility in 2020

February 27, 2020

As of this morning, the equity market is down over 10% from its recent high, a correction by some definitions. As I have shared...

Balance Strong Tech with Safety

February 22, 2020

Liz appeared on Reuters TV sharing how the firm is participating in the market strength but assuring that portfolios have...

Valentine’s Day is for Love (and Life Insurance)

February 10, 2020

Are you debating between candy or flowers this Valentine’s Day?  We are all getting more and more creative in the ways we tell...

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