Archives for August 2013

Financial Planning for a May-December Relationship

May to December relationships used to be about the younger woman marrying the older man, but more and more often we see a younger man marrying the older woman . Marriage between contemporaries is tough, but a 20-to-30-year age difference can make it a whole new ballgame.  For couples far apart in age considering a […]

BlackRock’s Misguided Guidance – The Devil Is in the Details

New York-based investment manager, BlackRock Investments, LLC, started running a full- and half-page color ads in the Wall Street Journal. The attention-grabbing ad headline, in large bold letters, that “Traditional Bond Funds You Once Considered Safe Investments May Not Be So Safe Anymore” must have been a bit unnerving to some bond investors. The advertisements’ […]

Attracting Women Clients: First, Identify Their R.E.A.L. Needs co-founders Candace Bahr, CEA, CDFA and Ginita Wall discuss the importance of women’s R.E.A.L. needs in a recent article featured in Horsesmouth. Excerpt: Women need financial advisors, and advisors need clients. Women hold more than half the wealth in this country and are projected to hold up to 63% by 2020. Because women have […]