Posts
Financial Wellness for Gen X and Millennials – It’s About More than Investments
Part 1: Car Insurance
I’ve noticed a few recurring themes from financial plans this past year. They have nothing to do with investments, but they are in many ways, so much more important. It turns out, there are a few items in your financial…
Women Impact Strategy highlighted in FA Magazine
In an article titled "An Advisor Portfolio Built Around Gender-Diverse Companies", the Women Impact Strategy was featured in FA Magazine last month. Here is a preview of the article:
Suzanne Mestayer and Blair duQuesnay, RIAs with ThirtyNorth…
Blair duQuesnay One of FA Magazine's 10 Young Advisors to Watch
ThirtyNorth CIO Blair duQuesnay was recently named one of FA Magazine's 10 Young Advisors to Watch. The article states:
"Still in her 30s, Blair DuQuesnay has carved out a role as thought leader in her CIO and partner role at New Orleans’…
Impact of Women in Corporate Leadership
Despite a plethora of academic research on the benefits of gender diversity in groups, corporations are painfully slow in adding women to their boards. The main question for investors, however, is whether the presence of women on boards improves…
You Can’t Always Get What You Want?
Is the market not giving you what you want lately? Join the club. For the two years period ending in April, a 60/40 portfolio of world stocks and 5 year Treasuries is up a paltry 1.23%. That’s before costs and taxes. You’re portfolio is…
DOL Fiduciary Rule
On April 6th, the U.S. Department of Labor (DOL) issued its final rule on the fiduciary standard for retirement accounts. The rule stipulates that brokers cannot give conflicted investment advice to consumers in 401k, IRA, or other qualified…
