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Taking Charge: Helping Baby-Boomer Women Through Financial Transition

A Financial Poise column exposing the gender gap in investment management and wealth strategies, and why the industry needs to pay more attention to “Boomer” women in transition. 


Joining the Conversation: What a Wife Needs to Know About Her Family’s Finances.

March 15, 2017

  By Rhonda Ducote, President of Apriem Advisors   As the Nation’s Baby Boomer Wealth Transfers to the Next Generation, Don’t Forget the Middle-Woman   Surveys show that people fear public speaking more than death. Jerry Seinfeld summed it up succinctly, “To the average person, if you go to a funeral, you’re better off in […]

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$30 Trillion Wealth Transfer: Most Advisors Miss This Critical Step

February 17, 2017

    By Rhonda Ducote, President of Apriem Advisors   As the Nation’s Wealth Transfers to the Next Generation, Don’t Forget the Middle-Woman   IT SEEMS LIKE every time you go online, there is a new article about the greatest transfer of wealth in history – the estimated $30 trillion in wealth passed down from […]

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