Pretium Wealth Management

05/13/2026

Still reflecting on a wonderful evening at last week’s Peak Awards Gala with the incredible Board of the .bc

Grateful to be part of a community that is committed to supporting, connecting, and advancing women in finance. Proud to continue contributing as an AWF Board Member alongside such inspiring leaders.

05/01/2026

In Barron's latest Big Money poll, professional investors see meager gains for some markets this year. Here’s where they’re putting money to work.

04/29/2026

A conversation I wish more people had sooner than later.

A conversation I wish more people had sooner than later...

04/03/2026

If you want portfolio growth, you will need to take on some risks. This is how to understand those portfolio downside risks.

04/02/2026

03/27/2026

Pandemic, inflation, Ukraine, Iran. Compounding shocks are rewriting retirement risk. Why the old planning model isn't enough and what retirees need to do differently.

03/16/2026

Drawing from all of the author's experiences in building multiple businesses, she developed a four-part formula that serves as a practical roadmap for achieving sustained success.

03/05/2026

Many copied the Ivy League school’s bets on private equity and other illiquid investments. Now plain old stocks and bonds are outperforming.

02/25/2026

Learn how the 50/30/20 budget rule can streamline your finances. Discover how to balance needs and wants while prioritizing long-term saving and investing goals.

02/18/2026

The longer markets rise, the further they can eventually drop, and the greater any fallout may be.