Women and Wealth

Women and Wealth, by Charles McLean was created to help women become confident in the common and uncommon issues they may face throughout their investment life cycle. Learn portfolio management strategies often used during volatile market cycles and asset positioning strategies that may be utilized in the event of lawsuit, death of a spouse, or divorce. Read about strategies on how best to manage assets of elderly parents or disabled family members. Discover different ways to plan for your children's education and get introduced to estate planning techniques that may help preserve your children's inheritance. Gain a basic understanding of executive compensation packages utilized by publicly and privately held corporations. Finally, read about what to look for in a Wealth Advisor and how to find one that will help guide you down a path to success.