• Municipal Bond Advantage

    Given the renewed interest in bonds, we are proceeding with our series of bond videos and planning an in-person meeting in January. We aim to enhance our clients’ comprehension of this topic, so we also have created this video for your review.

  • Bonds Never Die; Mistakes with Bonds!

    Over the past month, Laura has been quoted several times in news articles related to bonds. It seems bonds have become a popular conversation again; providing real yield for the first time in years. Therefore we will delve into a series of bonds-related videos, culminating in an in-person meeting in January, where we will discuss how to buy bonds.

  • Large Cap Domestic Stock Asset Class

    Investing in large-cap stocks is an essential part of a well-diversified investment strategy. The companies in this asset class are often well-established and have a track record of stability and consistent performance.


  • Municipal Bond Advantage

    Given the renewed interest in bonds, we are proceeding with our series of bond videos and planning an in-person meeting in January. We aim to enhance our clients’ comprehension of this topic, so we also have created this video for your review.

  • Bonds Never Die; Mistakes with Bonds!

    Over the past month, Laura has been quoted several times in news articles related to bonds. It seems bonds have become a popular conversation again; providing real yield for the first time in years. Therefore we will delve into a series of bonds-related videos, culminating in an in-person meeting in January, where we will discuss how to buy bonds.

  • Large Cap Domestic Stock Asset Class

    Investing in large-cap stocks is an essential part of a well-diversified investment strategy. The companies in this asset class are often well-established and have a track record of stability and consistent performance.


Women’s Money Women’s Money

If you’re planning to retire within the next 10 years and want to make sure you stay on track, we can help. We work with many people close to retirement to help set clear retirement goals and aspirations, maximize and preserve savings, and create an effective retirement income plan.


Women’s Money Empowerment