The $coop, Episode 1: A Clear Financial Plan
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We understand the importance of legacy and retirement planning, and we will help build a plan to protect your family for generations to come.
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Women and Wealth
Earn, grow and plan for the life you want
Gender differences in pay, career and lifespan matter for your financial future. Take control of your financial future with services built for your unique needs whether your building wealth, growing your career, getting financially savvy or planning for the next horizon.

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Economic and market analysis: Living with data dependency
To save or forward a copy of this post, download it here . October economic review Current data looks quite good for the U.S. economy. Throughout the third quarter of 2023, the economy continued to show incredible resilience, despite the...
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Q3 2023 economic market analysis
The Federal Reserve continues to show strong resolve in fighting what is proving to be a stubborn inflation problem. They’ve been executing one of the most aggressive tightening campaigns in history, and continue to telegraph that more moves are coming...
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First half of 2023 economic review (webinar)
As Tom Petty said in his hit song, The Waiting, “the waiting is the hardest part.” That’s very descriptive of our current environment. Markets and investors are waiting for the end of the Fed interest rate hiking cycle , we’re...
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The changing Federal Reserve narrative: Skip, hike, pause and pivot
It is becoming clear that the Federal Reserve is getting close to the end of its interest rate hiking cycle. Over the past 14 months the Fed has increased short interest rates 10 times, at an unprecedented pace, hiking rates...
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Q2 Economic market analysis
The Federal Reserve continued its battle with inflation by increasing interest rates in the first quarter. Complicating the matter, several regional banks collapsed, causing turmoil in the banking system. What is unprecedented is the following: The Fed has never hiked...