Author: Stephanie Gularte

06 May

Not saving enough. Not investing enough. Just talking about money. If these are your issues, Her Two Cents is the podcast for you. Laura and Faith are self-proclaimed “money mavens” and highly trained CERTIFIED FINANCIAL PLANNER™ professionals. The two come at finances from different generational...

11:38 / Podcasts
29 Apr

Supermarket shelves picked clean of toilet paper. Times Square looking like a ghost town. Healthcare workers in hazmat suits. Millions of Americans in makeshift masks. These will be some of the enduring images of the COVID-19 emergency. Eventually, the coronavirus will be contained and the global...

22:17 / Blog
20 Apr

Leading a remote team? That’s tough enough. Leading a remote team during a global pandemic while juggling other responsibilities? That’s like changing a flat tire on a car speeding down the highway at 90 miles an hour. But you don’t have a choice. So how can you...

14:50 / Blog
16 Apr

Dear Friends and Colleagues, 2019 saw the continued advancement of the Women’s Leadership Alliance’s (WLA) mission to attract, develop and engage the most promising women leaders in order to grow and strengthen the financial advisory profession to better represent the diverse community we serve. The WLA was launched in 2016...

11:14 / Blog
20 Mar

  The coronavirus pandemic has disrupted virtually every aspect of daily life. For financial advisors, there’s the added stressor of stock market volatility, which can rattle even the resolve of seasoned investors who have survived past bear markets. How can advisors best help their clients, each other...

13:41 / Blog