Selecting a Financial Advisor – What’s the Best Fit for You?
Most people spend more time purchasing a mattress than they do researching an investment advisor. One of the biggest challenges…
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Explore insights tailored to women investors, featuring perspectives on financial planning, wealth building, and strategies designed to support long-term financial confidence and independence.
Shaken and Stirred! Prudent Purse Event Highlights
Like a good martini, your portfolio needs just the right mix! The theme of the evening...Shaken and Stirred.
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WAI at Work: Financial Workshop for Young Women
The financial workshop for young women was hosted at Beacon Pointe Headquarters in Newport Beach, CA and covered general rules…
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A Financial Fiduciary Defined…and Its Importance to You
As an investor, you may want to consider the role your advisor plays within the fiduciary world, as it pertains…
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Children and Taxation FAQs
When it comes to filing taxes, children can add an additional element of complication. Through our children and taxation FAQs,…
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Reshape Your Thoughts & Tackle Budgeting
Despite the negative connotation that the word "budget" seems to carry, its side effects can actually be quite pleasant. Do…
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Work-Life Balance: Juggling It All
Our Prudent Purse Series spring event focused on work-life balance and tied in financial and life hacks (tips and tricks)…
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Beacon Pointe Girl Scouts of Orange County Workshop: A Major Hit!
On Saturday, May 2, 2015, fifty-five Girl Scouts of Orange County received their Financing My Dreams and Financing My Future Badges…
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2015 1st Friday Financial Luncheon Schedule: Get Comfortable with Your Finances!
Introducings Our 2015 First Friday Casual Financial Lunches for Women...
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