Moneypenny Minute: Your Finance Moment

November 21, 2022

Adena Friedman is CEO of Nasdaq and a champion for diversity and transparency on corporate boards. At an event for the Thirty Percent Coalition, Friedman summed up her view with the following quote: “if you don’t have those diverse voices that are helping lead the company,… Read More >>

Why Gratitude is Essential for You and Your Finances

November 21, 2022

If you’ve ever met a person who practices gratitude, chances are you were touched by their warmth and kindness. Whether we’re living in the best of times or worst of times, gratitude has a way of quietly enriching our lives. When we choose to cultivate gratitude,… Read More >>

Moneypenny Minute: Your Finance Moment

October 17, 2022

Think about how you can make money in more ways than one Rihanna is a famous singer, but she’s also an actor, businesswoman, landlord and a brand ambassador for names such as Puma, Balmain and Armani. So, take a look at yourself. If you see yourself… Read More >>

3 Steps to Quitting Your Job and Following Your Passion

October 17, 2022

As “The Great Resignation” unfolds, many professional women are quitting their jobs to pursue their passions. Whether your vision includes traveling the world or starting your own business, taking groundbreaking steps requires planning.  In this blog, you’ll find how to: Embrace your unique path Make a… Read More >>

Moneypenny Minute: Your Finance Moment

September 28, 2022

Queen Elizabeth was loved the world over and left us with many wonderful words of wisdom. Of note, Queen Elizabeth once said “In these testing times, it is my hope that you can draw strength and inspiration from what we share, as we work together towards… Read More >>

How to Foster Financial Wellness Before Things Get Rough

September 19, 2022

No matter how perfect someone’s life appears on paper, the truth is that we’re all out at sea. At some point, we all encounter one of life’s big waves, like a health challenge, divorce, or job loss. So how do we preserve financial wellness during these… Read More >>

Moneypenny Minute: Your Finance Moment

August 15, 2022

What is Liquidity?  Market liquidity is a market’s feature whereby an individual can buy or sell an asset without causing a big change in the asset’s price. Liquidity involves the trade-off between the price at which an asset can be sold, and how fast the asset… Read More >>

Moneypenny Minute: Your Finance Moment

July 20, 2022

Financial Freedom vs Financial Independence – Financial Freedom – living the life you want in a state of financial comfort and liberated state of mind. Financial Independence – the state of having enough wealth to pay for your living expenses for the rest of your life without employment…. Read More >>

The Heart-Centered Guide to Managing an Inheritance

July 18, 2022

After managing the challenges of a loved one’s passing, many heirs are often too emotionally exhausted to touch their inheritances. This is absolutely understandable, and it’s essential to find moments of rest in difficult times. But what if we begin to think of inheritance as an… Read More >>

Moneypenny Minute: Your Finance Moment

June 22, 2022

Did you know that there are investments that support LGBTQ+? If you are looking for investments to support your community here are a few funds to explore: Vanguard FTSE Social Index Fund (VFTAX); expense ratio: 0.12%. Change Finance US Large Cap Fossil Fuel-Free ETF (CHGX); expense ratio:… Read More >>

How LGBTQ+ Families Can Build Wealth Over a Lifetime

June 15, 2022

For many LGBTQ+ families, thinking beyond convention is essential to a vibrant family life. Whether you’ve found a family in a tight-knit community or in a long-term partnership with adopted children, there are many ways to build a home. Finance for the LGBTQ+ family need be… Read More >>

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