Perspectives

Leadership changes always beget uncertainty. When that transitioning leader is the top-ranking official of our federal government, it can signal...

Female empowerment, what does that phrase mean to you? For me, it’s about empowering women around a variety of issues. There is an organization...

I have been interested and involved in Sustainable, Responsible, Impact investing (SRI) for most of my financial planning career. As a member of the...

Minnesota hosted Super Bowl LII and introduced the world to the Bold North! As a resident, it was hard not to feel the camaraderie with your fellow...

One powerful way to make a difference in today’s world is by wielding our financial power. One way people are doing this is through Socially...

One of the many things that you may think about as you near a transition to retirement or are retired, is how your charitable giving may change....

As a woman financial advisor in an overwhelming male profession, I find the recent emphasis on women empowerment funds or gender lens investing is...

When we first approach the topic of estate plans with clients, we know it can often be an uncomfortable discussion for many. We celebrate when...

I was privileged to participate on a panel at a women’s breakfast hosted by the Minnesota Center for Environmental Advocacy at the end of April. The...

One of the first things I often ask clients is if they have any financial gremlins. What are financial gremlins? They are messages about money that...