I remember September 11, 2001 like it was yesterday. My passion for people, the stock market and Broadway shows had taken me to New York from the west coast many, many times. My phone rang at around 6:30 that morning and my business partner said, I think you’d better turn on your television. ...

Clients these days are asking, “How can the market be doing so well when the political environment is so dysfunctional?” Although politics can (and does) influence many aspects of our lives- at the end of the day investment markets are all about growth and change, not politics. In spite ...

San Ramon Marriott There is one time a year when I can really open my mind and heart for a full day to listen and learn and laugh. With one exception, since 2010 my group, Invera Wealth Advisors of Raymond James, has been a sponsor of the East Bay Women's Conference, presented by the Walnut Creek Ch...