Terri Munro Discusses How to Protect Your Money in Divorce in U.S. News & World Report

August 17, 2016

In a recent article published by U.S. News & World Report, Terri Munro provides insight on how to avoid the most common financial pitfalls in divorce. Among the most common mistakes is Qualified Domestic Relations Orders (QDRO) that are unclear or delayed. Munro suggests contacting the plan administrator early in the divorce process to ensure […]

Quarterly Review and Outlook – 1st Quarter 2016

August 8, 2016

“There’s too much tendency to attribute to God the evils that man does of his own free will.” – Agatha Christie Patience was rewarded during the first quarter. Stocks sold off hard for the second time in eight months, but again rallied back. The rushing tide of market pundits forecasting an imminent U.S. recession has […]

Quarterly Review and Outlook – 2nd Quarter 2016

“The test of a first rate intelligence is the ability to hold two opposed ideas in the mind at the same time and still retain the ability to function.”   –F. Scott Fitzgerald Erwin Schrodinger was a physicist in the early 20th century known for his work in quantum mechanics, for which he was awarded the […]

Brexit Decision

June 24, 2016

Good Afternoon, Last night the United Kingdom surprised markets and voted to leave the European Union, a decision known as “Brexit.” The immediate reaction was negative across global stock markets, to varying degrees depending on proximity to Europe. In the US, where we take most of our risk, equities are down, but not alarmingly so. […]

Quarterly Review and Outlook – 4th Quarter 2015

January 29, 2016

“Knowledge of human nature is the beginning and end of political education.” – Henry Adams The same can be said for investor behavior when the stock market gets volatile. When all is calm, the armies of Wall Street analysts do lengthy fundamental research and construct beautiful spreadsheet models that discount all future cash flows back […]

The Fiscal Times Quotes Terri Munro

December 18, 2015

BT Wealth Management’s Senior Financial Planner, Terri Munro, was featured in an article about the importance of financial education in children. The article outlines how Terri uses the classic board game “Monopoly” to teach younger children counting and making change and older children the concepts of debt and rent. “All ages get exposure to negotiation, […]

“Money and the Newly Independent Woman: Navigating the Financial Challenges of Divorce and Widowhood,” Financial Planning Association of Silicon Valley

November 25, 2015

Terri Munro, a senior financial planner for BT Wealth Management, was featured in an article published by the Financial Planning Association of Silicon Valley about the financial adjustments recently divorced or widowed women must make. The article advises that women increase their participation in joint finances and take proactive steps in understanding their portfolios. Munro […]

Terri Munro Discusses How to Handle Clients in Distress in Financial Advisor Magazine

November 24, 2015

In the November 2015 issue of Financial Advisor magazine, BT Wealth Management senior financial planner Terri Munro was featured in an article about how best to help clients going through a traumatic event, such as divorce. “[R]ecognizing that they are at a tender time, keeping the conversation concrete and actionable can be very helpful,”” said […]

Terri Munro Discusses Retirement Investments in Recent Article

November 23, 2015

On September 29, Terri Munro was quoted in an article about safe investment practices and dollar-cost averaging. The article advises readers to be steady in changing markets and wary about trying to perfectly time investments. “Often, when it feels the most uncomfortable to buy — when markets are down — is actually the best time […]

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