Lisa Avenevoli

Navigating Market Ups and Downs

Navigating Market Ups and Downs

You may have noticed that the stock markets saw an increase in volatility within the last few months. When navigating market ups and down it’s natural to feel overwhelmed and anxious, but here’s the thing—market volatility isn’t unusual. In fact, after the strong performance over the past year, it was almost expected that we’d see […]

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2024 Savings Goals

2024 Savings Goals

When learning and honing a new skill, having the right coach makes all the difference. For example, maybe your kids have a hockey coach or math tutor to help them learn specialized skills; or maybe you have a personal trainer or dietitian to help you reach specific health goals. No matter what they are, achieving

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The Financial Future is Female

The Financial Future is Female

A recent study1 by Mckinsey & Company found that women A recent study1 by Mckinsey & Company found that women currently control more than $10 trillion of wealth. That number is expected to increase to nearly $30 trillion by the end of the decade as boomers age and assets change hands. That’s a staggering amount of wealth. Even where

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