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Many of the most educated and high earning women don’t participate equally with their male spouses or partners in their joint financial planning. This remarkable finding, from a study conducted by UBS, also found that among high-earning millennial women surveyed, 54% said they deferred long-term financial planning to their male partners, as compared with 39% […]

Every day we are presented with new information related to COVID-19, its impact on the markets, tax deadlines, and our daily lives. We’re all in this together. As business partners and, more importantly, as people doing our best to navigate this unprecedented time in history, I want to let you know that our PRIME team is here to