Blog
The Long Game: What Rory McIlroy's Masters Finish Teaches Us About Investing (A Golfer's Perspective
Wow! What a weekend at The Masters!There are moments in golf that feel uncomfortably familiar.Watching Rory McIlroy at The Masters this weekend was one of them.A six-shot lead. Total control. Momentum. The kind of round where...
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Lessons from the Fairway: Patience in Golf and Investing
Every April, the golf world turns its attention to the Masters Tournament, my favorite time of year. The azaleas bloom, the course looks absolutely perfect, and the best golfers in the world are reminded of something that every golfer...
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The Years That Matter Most
The Years That Matter MostWe spend decades doing what we’re told is “right.”We work hard.We save consistently.We build retirement accounts with the idea that one day, we’ll finally be able to exhale.And then…retirement comes.And...
Read More37 Year in Financial Services: What Every Woman Should Know About Navigating the Noise
37 Years in Financial Services: What Every Woman Should Know About Navigating the Noise If you’re new to investing, it feels like you are stepping into a world full of opinions, predictions, and pressure. Every headline makes it sound...
Read MoreUnderstanding Registered Indexed Linked Annuities: Growth with Guardrails
Understanding Registered Indexed Linked Annuities: Growth with GuardrailsWhen women approach investing, many are not looking for "high risk" or "high reward." They're looking for clarity, alignment, and thoughtful risk management.A...
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Manifesting A Life You Love
Manifesting a Life You Love: A Guided Approach for Women and WealthWhen people talk about manifestation, it’s often framed as wishful thinking. But at its core, manifestation is much more practical and much more powerful than that.It’s...
Read MoreCommon Sense Investing by Arthur Zeikel
In 1994, Arthur Ziekel, Director of Merrill Lynch Mutual Funds, wrote a simple, thoughtful letter (see below) to his daughter about investing. Long before headlines moved at the speed of social media and markets were tracked minute by...
Read MoreDispelling the Myth - Someone Will Watch Over Me
At Bennett Jensen Personal Wealth Advisors, we believe in advocating for women at every stage of life. Too often, women are told – directly or indirectly – that “someone will watch over me.” A spouse will handle the finances. A father...
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Empowering Our Aging Mothers: Supporting Their Financial Independence with Respect and Compassion
As our mothers age, it’s natural for us to want to step in and help. We see the bills piling up, the paperwork stacking high, and maybe a few signs of forgetfulness – and our initial instinct is to take over. We want to protect,...
Read MorePlanning a Legacy That Reflects Your Values - Not Just Your Net Worth
Title: Planning a Legacy That Reflects Your Values—Not Just Your Net Worth________________________________________ When you hear the word legacy, what comes to mind? For many, it evokes images of wealth passed down, real estate, wills,...
Read MoreLove, Lies and Losses: A Cautionary Note to Women Investors About Romance Scams
In today’s connected world, technology has made it easier than ever to build relationships – both personal and professional. But with that convenience comes risk, especially when scammers exploit emotional trust for financial gain. One...
Read MoreNavigating the Unexpected: A Women's Guide to Preparedness
Life, in its beautiful and messy way, rarely follows a perfectly straight line. Just when you think you’ve got it all figured out, a curveball can come flying your way. While we can’t predict the future, as women, we can empower...
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Masters Week
As an avid golfer, this is my favorite week of the year! Masters week! As I reflect on the recent market volatility, it struck me that the game of golf offers some valuable parallels to the world of investing, particularly when it...
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Women and Wealth: A Pivot Towards Retirement
Women and Wealth: A Pivot Towards Retirement Retirement is a significant transition, and it can bring both challenges and opportunities for women who have spent many years focused on their careers. For women approaching retirement age,...
Read MoreBalancing Act: Caring for Aging Parents and Your Finances
Caring for aging parents is a noble act, but it can also be a significant financial burden. As your parents age, their needs may increase, and their financial resources may decrease. This can put a strain on your own finances,...
Read MoreFinancial Strategies for Newly Single Women: A Guide to Independence
Becoming newly single can be a significant life change, both emotionally and financially. As you navigate this new (beginning, journey, chapter) it's essential to take control of your financial situation. Here are some strategies to...
Read MoreBenefits of Creating a Personal Financial Statement
There are several benefits to creating a personal financial statement, which is essentially a snapshot of your financial health at any given point in time. Here are some of the key advantages: Understanding your net worth: A financial...
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Three Reasons Why I’m Optimistic
As we inch closer to the second half of 2024, I’ll give you three reasons to be optimistic about the outlook for the financial markets. We have an election on the horizon, so you’ll likely hear mixed messages about the economy’s...
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Hey there, 40-Somethings!
Hey there, 40-Somthings! Thinking back on my 40’s, I now realize how important those years are. Your 40’s are often the time you near the peak earnings phase in your career, straddling the line between the start of your career and your...
Read MoreSetting Goals and Intentions in 2024
It's hard to believe, we're already into the second week of 2024! Did you make a New Year's resolution? Resolutions aren't for me. I've found that setting goals and intentions for the new year, work better...
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What Does It Mean To Have Your Affairs In Order?
What Does It Mean To Have Your Affairs In Order? Having your affairs in order is an essential part of responsible living, providing a sense of control and peace of mind, regardless of age or life stage. It encompasses organizing your...
Read MoreRiskiest Scams To Be Aware Of
I was at a conference recently and I was shocked at how many of the participants had clients impacted by scams. We've attached an article below that we thought you might find of interest and helpful. Take a minute to...
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Weekly Market Insights
Stocks surged higher in the closing days of a holiday-shortened trading week, ignited by a political resolution on raising the debt ceiling and a strong employment report.The Dow Jones Industrial Average rose 2.02%, while the Standard...
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Did You Know? Access Online is now available on our website.
Did you know that you can log in to your Prospera accounts via our new website? Look for the "Account Access" tab and follow the instructions.
Read MoreFDIC Insurance, SVB & Signature Bank
When events like Silicon Valley Bank (SVB) and Signature Bank happen, it's natural to wonder how a bank safeguards your funds. Fortunately, the Federal Deposit Insurance Corporation (FDIC) insurance was designed for this very reason:...
Read MoreFeds Managing SVB, Inflation
For the Federal Reserve, credibility is everything. And its credibility is being tested by how it plans to manage the banking system in the days leading up to its March 21-22 meeting.Last month, Fed Chair Powell confidently told Wall...
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