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Showing posts from August, 2023

Life after Divorce or Loss

  Through my over 25 years as a financial advisor I have worked with many women who have undergone divorce or the loss of a partner. If you or anyone you know is going through one of these challenging life events please have them keep the following in mind and I would be happy to send them a copy of my "Women Wealth Wellness & Wine" book which has detailed chapters and check lists on these subjects.  (734) 272-4322

Sustainable Investment Strategy 101: Fossil Fuel Divestment

I was recently asked by a client to educate them on the effect of the divestment of the securities of companies involved in the fossil fuel business on their portfolio. I made the following video on this subject because I thought perhaps others may be interested in this subject as well! If you have any questions or if there is anything I can help you with please feel free to contact me anytime at  or (734) 272-4322 The opinions voiced in this material are for general information  only are not intended to provide specific advice or recommendations  for any individual. Socially Responsible Investing (SRI) / Environmental Social Governance (ESG) investing has certain risks  based on the fact that the criteria excludes  securities of certain issuers for non-financial reasons and,  therefore, investors may forgo some market  opportunities and the universe of investments available will  be smaller. Securities and advisory services offered through LPL Financial,  a re