Top 100 Women Advisors 2018

Barron’s names Singer Xenos Schechter Sosler Co-Founding Partner Fairh Read Xenos one of their Top 100 Women Advisors 2018 “…To pull this off, of course, they need exceptional skills and experience. Our 2018 Top 100 Women Advisors have those qualities in spades. Their...

MARKET UPDATE: First Quarter 2017

Quarter in Review Global markets posted an outstanding first quarter. Expectations of broad economic expansion powered global markets upward throughout the quarter. The global equity index, MSCI All-Country World Index (ACWI), was up 6.32% for the quarter while the...

#MeToo must also advocate for financial independence

In late 2017, the world heard a resounding chorus of voices from scores of women across a slew of industries who finally felt empowered to speak out on their personal experiences of gender inequity — from unsolicited sexual advances and harassment to pay disparity and...

Crain’s Miami “If I Knew Then…”

The Mistake: In the early years, I wasn’t more forceful or clear with people when their goals were unrealistic, when their market assumptions about returns were overly generous and when their spending patterns were too high. It has a lot to do with assumptions around...