The Collaborative Women in Investment Management hosted a fireside chat this month featuring Marilyn Wechter, a psychotherapist and wealth counselor, on the
I am a big fan of behavioral science. In 2008, Richard H. Thaler and Cass R. Sunstein published their much- acclaimed book “Nudge: Improving Decisions about
It’s spring and love is in the air, but before you make the commitment, prioritize having a serious money discussion.
This includes everything from current
I always struggle with my professional title.
Some of the standard monikers include financial consultant, investment adviser, financial adviser, wealth