Moolala: Money Made Simple – What Should You Do When You Win The Lottery
Julia joined Bruce Sellery of Moolala: Money Made Simple, to talk about what to do and what not to do when you unexpectedly get a large sum of money.
Why advisors must move beyond transactions with savvier investors
Clients have moved on from transactional relationships and are now demanding an advisor who is relational. But what exactly is a relational advisor?
Understanding Family Dynamics in Estate Planning
Julia shares her expertise on the evolving dynamics of wealth transfer, emphasizing the importance of open family communication and recognizing various forms of wealth beyond financial assets.
The stock market: What it is and why it’s in the news
The stock market is an extremely important financial system that affects the wallets of many people around the world, but the truth is, even many adults don’t quite understand what it is.
How to weather the storm with Trump’s tariffs
If Trump’s tariffs have you worried about your job and your money, you’re not alone. Here’s what financial experts say can help you weather the storm.
“Finfluencers” who provide financial education via social media
A wave of personal finance experts targeting women on social media has responded with a different type of money information, offering clear communication that isn’t belittling, helping their online followers build confidence and get used to talking about money.