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Techology Alert – Update Internet Explorer, Adobe, Java (and more)

If you use Internet Explorer, then this alert pertains to you. And if you use Microsoft Office, an Apple, Adobe Reader, and Java some tips below can assist you, too. I figure that while people are updating software, you might as well make sure that you’ve got the most recent versions of other basic computer and business software, too.

Recently, you may have heard about a major security flaw in Internet Explorer.


Recipe Colonial Hot Buttered Rum

Author unknown


Colonial Hot Buttered Rum



2 cups brown sugar

½ cup salted butter or same amount of unsalted butter with a pinch of salt

(1 stick on the east coast or 2 sticks on the west coast)

2 quarts of hot water

3-5 cinnamon sticks

6-7 whole cloves

4-6 allspice berries (optional)

2 cups rum

Whipped cream

Ground nutmeg



Slow Cooker

Measuring cups (both liquid and dry food types)

Measuring spoons if you use ground cloves and allspice



Combine brown sugar, butter, and hot water. 


10 Ways FA’s Can Use Online Web Meeting and Conference Technology

Technology has sure come a long way, even in just 16 years!

The year was 1998 and I was attended an introductory class to coaching BY PHONE with many other participants on the line. I was perplexed as to how I was going to learn anything via phone. But, I first used technology (computers) in 1973 and was willing to give it a “good old girl” try.


Financial Advisors: When It Comes To Social Networking, Get Found Local

Your prospects search for services and products, including the advisory services you provide, on the Internet or using their mobile devices. Today, having a website isn’t enough to get your firm found locally or to stand out from a crowd of local competition.


Today’s telephone book is called “the local search engines”. If you want to be found by local clients, but aren’t ready to hire a Search Engine Marketer (SEM), this article will provide you with the “major” local engines that you want to be listed on.  


Web Designers for Financial Advisors & Professionals

It’s on your to-do list or it’s an action you want to take that’s listed on your business and marketing plan. It looks like this:

Update my firm’s website by _____.  (OR THIS)

Create a firm website by _____. (OR THIS)

Create a firm blog by ______.

When I first went into business, 15 years ago, I created my own website and then a few others. 


Technology, the U.S. stock market, Flash Boys & Dark Pools

The word of the decade must be transparency and fairness to all


March 30:  60-minutes expose  and after the show Overtime programs or view below

March 31:  I enjoyed, with awe, this Charlie Rose 60-minute interview on his PBS show with Michael Lewis, on Lewis,  the author of Flash Boys.



April 1:  The Worst Response Yet To The New Michael Lewis Book

March 28:  Another look  by CNBC’s


2010:  Quants by Scott Patterson


Dark Liquidity or Pools… the next place that needs more exposure?


What’s your favorite quote on the topic of planning?

Over the years, I have used many different quotes in my talks, Power Points, etc.  I’d like to learn new ones from you!  Please include the author of the quote.   And feel free to comment on the quote (or other quotes) posted here, too!


Here are some of the quotes LinkedIn Group members have contributed to:

“If it’s going to be, it’s up to me” – Dr.


Are you tired of throwing your time and money away on marketing ideas that don’t work?

Lots of IdeasIf you had a consistent and focused marketing and business plan, what would that be worth? Hundreds? Thousands? If you had a niche could you attract more AAA clients? Have you wondered — as you stare at a stack of paperwork — how much time and money you’re losing every day because you don’t have a pro-active plan?

Imagine if you knew what you need to do in the office every day to be more profitable, efficient, and productive.


Recipe: Italian Chicken Cutlets

In New York, I’d go to the bread store, get bread crumbs and make my own bread crumbs.  I’d go to the Butcher and they’d sell me Chicken Cutlets.  Here on the west coast, the bread crumbs come from the supermarket and to get chicken cutlets, you have to take out your anger out on a few chicken breasts!  Eat as a part of a dinner, add cheese to it, or create Chicken Parmigiana  with it!


The Joy of Growing Up Italian

Thank you to John Fusco who put this together.


It’s from


If you are an Italian American, get a few tissues.  The memories are very strong and heartwarming.

The author grew up in an Italian neighborhood in the 40-50′s, I can see how, in just the 10 years , (I few up in the 50-60′s) things had changed “just a bit”.