After two days of great meetings at the beautiful Broadmoor, I decided to forgo the morning keynote by a sports figure and found my own inspiration hiking up the spectacular seven falls!

There’s so much more a good advisor should be providing to clients beyond investment management. Tax planning, risk management, family legacy planning, just to name the basics. #InvestInWomen #Houston #Conference #Panel

What is an RIA? Check out my interview with the Orange County Business Journal: tarbox.com/lauras-feature… #OrangeCounty #Business #Journal #OCBJ #RIA #RegisteredInvestmentAdvisor

The Rockefellers were one of the first to create a family office. John D. Rockefeller’s personal fortune accounted for 2% of US GDP in 1937.

Over the past ten years, hedge-fund managers have underperformed not just the stock market but inflation as well. Source: The Economist

Amazing run in Bath, England along the canal, after a rainy summer day! The ancient Roman baths are so cool. Such fascinating history!

22 years of capitalism makes a huge difference! St. Petersburg was much changed since my first visit in 1995.