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Stacey Frank and Marla Mason CFP® discuss how COVID-19 changed things for women and their finances. They share good news about women and money. In particular, women save more and tend to do better with their investments than men! On the other hand, women face unique challenges, like longer life expectancies and lower average income compared to men. Learn how to manage your money like a boss! With a little humor and a lot of great analogies, Marla and Stacey make it real.
Marla Mason CFP® and Francois Giguere CFP® discuss the dramatic beginning to the year 2021. These are truly unchartered waters. Or are they? Is this new water or are we just encountering unfamiliar waves and currents? Watch this video and learn…
• What’s new and maybe what’s not?
• What changes might be expected from the new administration?
• How might those changes affect us, our investments, and our economy?
• What have we learned from history?
• What indicators might help us understand where things might be going?
• What should we keep in mind for our investments as 2021 unfolds?
Karl Frank discusses the view from the investment policy committee, including four investment themes and three big investment opportunities. He discusses inflation, interest rates and the economy in the USA and the world. And, of course, the pandemic and current political environment as well.
Karl Frank, CFP®, discusses the equity markets, the economy, four big themes and three big investment opportunities.
Karl Frank, CFP®, discusses how a conversation about investment management and financial advice can be transformational and fun.