Financial planning is a universal necessity for both men and women. However, it's crucial to recognize that women often navigate a distinct set of challenges in
In my over 20 years as a financial advisor working with affluent clients in Houston, I have witnessed firsthand the unique challenges and opportunities these
Unfortunately, certain negative myths about women investors persist, shaping perceptions and often positioning us as women to be under-served in the financial
When working with affluent families, the significance of collaborative financial decision-making cannot be overstated. And as we commemorate Women's History
As we enter February and embrace this month of love, I want to delve into a topic close to the heart – managing wealth as a couple.
When making decisions
As we stand at the threshold of a new year, it's an opportune moment to reflect on the past, draw wisdom from our experiences and chart a course for a brighter
For many women, recent events such as divorce or the loss of a spouse have led to profound life changes. In the face of these transitions, it is imperative to
For many families who have amassed a high amount of wealth, those assets are not just a measure of financial success; they are an opportunity to leave a lasting