advisor

Living Life Between the Hash Marks

November 10, 2016
football hash marks

About a year after Lev’s death, I found it necessary to replace my attorney. As a new widow, I had no experience in hiring and firing advisors. Fortunately, I did not need to turn to the Yellow Pages, for I was acquainted with an attorney who represented people and institutions I respected. When my son and I met with him for the first time, I …

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Sincere…Blameless…Excellent

October 25, 2015

Key 2: Be sincere and blameless, approving all that is excellent. Love, knowledge and discernment—the first key to reclaiming joy—are not an end in themselves. They are attributes that we need in order to make the best, wisest choices. As a new widow, operating in a fog, overwhelmed by all there was to do, I had to discern what required my best. How did I …

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Widow on Wall Street

September 29, 2015

I spent my first day in New York at my bank’s Investor Day, not something I was likely to do before 2009. About 200 people were in the room to hear top analysts, bankers and portfolio managers discuss finance and investments. Less than 10 percent of the attendees, including bank staff, were women. Were all of those men widowed or divorced? Where were their wives? …

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