Where’s My Power? The theme of our Sophia Wealth Academy 2025 was money and power. Together they can be used as a force for change and a better world. And yet, many of us shy away from this dynamic duo. Power can have negative associations, especially for women. Throughout history, it has been used against ...
And What About Insurance? More often than not, insurance is discussed as a distinct entity from one’s financial plan. And yet, to be most effective, it must be seen in context of one’s life. It should not be seen either as a standalone or simply, a product. Although it is, unfortunately, often sold that way. ...
When I started my career at Smith Barney in the US, “back in the day,” people with surplus funds engaged a stockbroker to buy and sell securities on their behalf. This relationship was primarily transactional (with a few liquid lunches thrown in for good measure). Stockbrokers were paid by commission, and each buy or sell ...
