With all the many kinds of investment opportunities out there to choose from, you may feel like it's impossible to understand what your financial advisor is telling you to do. If you don't understand, don't buy the security. It's your money. Be sure you know what you're invested in.
Money
Time for ESG Investing?
Our client newsletter provides new information about ESG investing- environmental, social, and governance- also known as socially responsible investing. Interested? Turns out socially responsible investing often delivers higher returns. Read more!
Women and Divorce
In this episode of the Money Ma'am podcast, Necie discusses divorce with her good friend Jamie in New Orleans. She is focusing on how to navigate the financial issues of divorce, especially as a woman, and how to prepare financially when you're in the situation of an impending marital breakup. The divorce rate in couples over 50 has doubled since the 90s which makes this discussion very relevant for older couples considering both retirement one day and divorce today. Listen to the podcast,
The Time Value of Money
Listen to Necie Borroni and her two guests, Meredith and Adrienne, discuss some of the attitudes that many of us Southerners grew up with that influence our relationships with money. Are there generational differences? Did your mama also tell you to "never ever discuss money"? How did our parents' values influence our own? How have our own memories and experiences with money shaped our attitudes? What should we do now? This and more on this inaugural episode of the Money Ma'am podcast. Listen to
