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Women of Clarity Resources2019-12-06T17:10:04+00:00
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Successfully Timing the Markets: Often Attempted, Seldom Achieved

We all may know someone, maybe ourselves, that believe the key to investment success is being able to “jump out” of the market when it starts to go down and get “back in” when the market starts to go up. Sounds easy, right? Well, not really.

Cash Balance Plans

A new concept is evolving in the pension world that combines both features of a traditional defined contribution and defined plan. A cash balance plan is sometimes referred to as a “hybrid” plan as it allows for the high contributions of a defined benefit plan, but with the look, feel and portability of a defined contribution plan.

5 Financial Issues Only Women Face

Round Table Wealth Management Director, Wealth Advisor Marianne Rodriguez was recently quoted in GOBankingRates. Fitting for Women's History Month, Marianne provides insight on managing finances when faced with challenging life events. Click here to read the full article: 5 Financial Issues Only Women Face [...]

Successfully Timing the Markets: Often Attempted, Seldom Achieved

We all may know someone, maybe ourselves, that believe the key to investment success is being able to “jump out” of the market when it starts to go down and get “back in” when the market starts to go up. Sounds easy, right? Well, not really.

Investing in Index & Target Date Funds: A Closer Look for the Smart Investor

by: Richard B. Freeman, CFP & Theodore D. Schneider, CFA The rise in popularity of investing in passive index funds has occurred for a number of reasons—simplicity, low cost and a “can’t beat the market” perspective. As a result, passive index funds have gained a [...]

Five Common Questions on 529 College Savings Plans

Paying for college is one of the largest financial obligations for most parents. To make things more difficult, the cost of attending many public and private colleges has consistently increased at a rate above inflation for the past 30 years.1 Fortunately, there are tax-efficient ways to save for college [...]

By |June 1st, 2019|Categories: General Financial Planning, Women of Clarity|Tags: |

Next Step In Women’s Empowerment – Taking a Stand With Your Finances

Women are speaking up more and more these days. Speaking up for what they believe in….equal opportunities, equal pay, a safe work environment, having their voices heard in political matters, and their overall right to be happy. Redefining Roles As a Financial Advisor, I meet many women who have [...]

By |January 17th, 2018|Categories: General Financial Planning, Women of Clarity|Tags: , |

6 Ways to Become Your CPA’s Favorite Client This Tax Season

6 Ways to Become Your CPA’s Favorite Client This Tax Season in 2021 Establishing a good relationship with your accountant can result in a number of benefits including faster turnaround times, lower fees, and better proactive planning. Becoming your accountant’s favorite client this tax [...]

By |March 29th, 2021|Categories: Taxes, Women of Clarity, Women Of Clarity|Tags: , |

Portfolio Basics: Asset Allocation, Time Horizon, Risk Tolerance and Diversification

Portfolio Basics: Asset Allocation, Time Horizon, Risk Tolerance and Diversification Investing can seem daunting at times for those that are just starting out. There are several concepts that need to be mastered to comprehend how to build an investment portfolio based on your specific [...]

By |February 19th, 2021|Categories: Investing, Women Of Clarity, Women of Clarity|Tags: , |
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