Women and Wealth

April 15, 2018

Paid to Think

David Rock, in his book Quiet Leadership: Six Steps to Transforming Performance at Work, shares the secrets he’s learned to become a fantastic leader.  And this doesn’t imply that as a “leader” you own the business, it implies that you work with people.  That you lead people; a group, a team, a division, a company, or a project.  This book is for those times when you are called to lead.  (And if you are a Mom, Dad, Wife, or Husband, then you are a leader by default! 🙂 In today’s world, more people are paid for their brains, not brawn.  As […]
April 14, 2018

The USA vs China & the World

If you just listen to all the hype about China. You’d be convinced they are going to take over the world. There’s so much talk today about their incredible growth rate and the power of their economy; we may forget just how good we are doing in the US. Yes, it is amazing how quickly the Chinese government has forced their growth pattern. They’ve literally flooded millions of people from their hometowns with the Three Gorges project and forced them to move to the city. They are relocating 250 million people, according to a NY Times report, from the countryside to the city, […]
June 7, 2016
Women in Wealth. Women live longer and will need more money! TRUE Private Wealth Management LLC.

Women & Wealth Series Article 1

Women & Wealth Series – 1 of 10 When asked what financial advice women would pass on to their daughters or granddaughters, the top answer given was… “Don’t depend on others for your financial security.” What should you do? Take an active role in your own financial future. Make sure you are involved in your family investment planning and financial planning decisions. From my perspective as a Personal Wealth Manager, it’s quite unfortunate that many women aren’t involved until there’s a death, divorce, job loss, illness or other event that thrusts them into financial disaster planning mode.