Claire Emory, MBA, CFA, CFP® | FIGuide

Investing Lessons from a Fun Sport

Apr 13 2021

In “What Pickleball Can Teach You About Investing,” Jacob Schroeder, writing for Kiplinger.com, demonstrates how you can apply everyday lessons to your investing and financial planning…if you pay attention. Pickleball isn’t tennis but it has some things in common with tennis. In pickle ball, the players use paddles to hit a small plastic ball over a net. […]

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Turn to a Fee-Only Financial Planner When You Inherit

Apr 06 2021

When someone uses financial planning services to transfer money or assets to beneficiaries, that is a wealth transfer. Many people believe that in the United States we will see a great wealth transfer as Baby Boomers age and leave money for those who are younger. “The impact of inheritance” on Vox.com ponders whether the anticipated […]

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Investing Advice from Mellody Hobson

Mar 09 2021

The Motley Fool highlighted investment advice from Mellody Hobson. Hobson is known as the the co-CEO and President of Ariel Investments, where she had worked for almost thirty years. Late last year, Starbucks names Hobson as its board chair making her the first African American woman to hold that position. The financial difficulties Hobson experienced […]

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Women Entrepreneurs Overcome Pandemic Challenges

Mar 02 2021

“Women entrepreneurs reveal lessons from the pandemic and how they dealt with unprecedented times” focuses on women entrepreneurs in India. It highlights their businesses and the lessons they’ve learned as they navigate the pandemic as entrepreneurs. Several entrepreneurs used a word we hear a lot in these times: pivot. Depending on your business and area […]

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Do Your Research to Avoid Tax Season Tumult

Feb 16 2021

Michelle Singletary of The Washington Post offered advice for what may be a tumultuous tax season for some people and a “supersize list of some of the issues people will face this year” in “Tax season 2021: A tornado is coming.” Really, you do not have to fear if you have already been working with […]

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Author - Claire Emory, MBA, CFA, CFP®