Men tend to leave their financial adviser at a single-digit-percent rate in any given year. And women leave their husband and their joint financial adviser in the year after their spouse's death at a rate of greater than 70 percent - seven-zero.

If you're not making some notable mistakes along the way, you're certainly not taking enough business and career chances.

What I saw a thousand times during the downturn was, 'We'd like to give her that opportunity, but we need to go with the sure thing - we can't afford diversity right now,'

Typically, when you ask a financial adviser sitting with a couple: Do you treat the man and woman differently? They say, "No!"

Your adrenaline starts to go when the market opens in the morning. It's like sports programming.

Emerging investors want to invest differently. They want to have their dollars - their investment dollars - do double duty.

Men tend to leave their financial adviser at a single-digit-percent rate in any given year. And women leave their husband and their joint financial adviser in the year after their spouse's death at a rate of greater than 70 percent - seven-zero.