Fuller & Thaler is an asset management firm that uses an innovative approach to incorporate behavioral finance with clients. In this episode, Ed Stubbins, CFA and Partner, discusses the background of this field, the emotions of investors as it pertain

Growing A Seven Figure Business, And Beyond is a discussion with Kim Kasparian, a business coach, and owner of Success Genie. Kim stresses the importance of simplifying a business plan and what every business owner needs. To do this she uses a dashboard w

The markets have been volatile this year. Both stocks and bonds are down double digits as of May 2022. In this podcast, Julina and Bob Paolucci, CFP®, Founder & CEO of Principle Wealth Partners, address what's going on in the market and why it&ap

In this podcast, Julina shares a timely update on the markets as of April 2020 through an interview with Bob Paolucci, CFP®, Founder & CEO of Principle Wealth Partners.  Bob addresses what's going on in the market, inflation concerns, and the imp

Women Serving on Boards is a discussion with Susan Certoma, an executive leader, board director, and strategic advisor. Susan addresses the most common questions when considering joining a board. Which board is the right fit for you? What are some critica

The topic is non-adversarial divorce. This is a conversation with Rosemarie Ferrante, a family attorney, regarding the topic of non-adversarial divorce through mediation and collaborative divorce. We will discuss what non-adversarial divorce actually is a

In this episode, Julina shares a recent interview with Bob Paolucci, Founder & CEO of Principle Wealth Partners around the market volatility in 2022.  Bob addresses what's going on in the market, some reasons for optimism going forward, and how i

Planning for College is a conversation with Jodi Okun, Founder of College Financial Aid Advisors.  Jodi addresses the different types of financial aid, common terms to know, and the resources available.  She includes recent legislative changes that affect

Ladies, Just Do It! is a candid discussion with the Co-Founder and Former Editor-In-Chief of Bella Magazine, Courtenay Hall.  Her story of being an entrepreneur and a married mother of three as she self-funded a magazine in the New York area and successfu

The Impact of a Non-Profit,  is an interview with Martha Wells Hoffman, President of Call to Care Uganda.   She shares how she followed her heart to create a non-profit organization and its impact in Uganda.  She also explains how her focus on clean water