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Financial Advisors - No Recession Ahead

February 27, 2018
Market shocks should be wake-up call for investors: Advisors
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Advisors on Tax Reform

March 12, 2018
It’s key to get ahead of the 2018 tax season: Advisors
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February 2020 — Best Financial Advisors in Oakland 2020   Expertise

2017 - Click to view

December 11, 2017 – Bitcoin smells like a bubble to CNBC advisor council

July 26, 2017 – ‘This is not going to work’: Screening out problematic

May 19, 2017 – 4 Great Savings Accounts for Grandchildren

May 3, 2017 – Baby Boomers Admit Their Biggest Money

April 3, 2017 – Finserv People to Follow XTIVA Financial Systems Blog


October / November 2016 — Passion to Help — Cathy Curtis became a financial planner to help women and families MorningStar Magazine Investor Profile
Download a pdf of the article here.

March 17, 2016 — 8 ways to give your investments a spring

March 2016 — 12 things you should never do with your money, Argent Credit Unionwebsite


December 2014 — 10 Money Resolutions You Should Make This

July 2014 — Cathy Named Top 30 Personal Finance

April 2014 — Solo-k: Smart Retirement Planning for Self-Employed, DailyFinance

February 2014 — Buying your own home? Read this

February 2014 — Don’t overlook these tax


December 2013 — Going, Going … Many Key Tax Deductions Set to Expire, DailyFinance

December 2013 — How Young Couples Can Plan a Smooth Money MergerNerd Wallet

October 2013 — Cathy Curtis was chosen to be part of the inaugural CNBC Financial Advisory Council

October 2013 — Coaching Women Clients in Retirement, Financial Planning Magazine

August 2013 — 7 Real Retirement Worries to Focus OnYahoo! Finance

April 2013 — To Be Successful with Female Clients, Make It PersonalInvestment News


October 2012 — Think Social Media Doesn’t Work? Think Again. Financial Planning Magazine

May/June 201 — How to Promote Your Practice on the Fastest-Growing Social Media Site Today: PinterestFPA Practice Management Center

May 2012 — Success and Chocolate Interview of Cathy CurtisSuccess and Chocolate Blog

April 2012 — Advisor Triples Assets by Making Her Firm Female FriendlyInvestment News

March 2012 — Pin ItFinancial Advisor Magazine

February 2012 — Proof That Social Media Works, Financial Advisor Magazine

February 2012 — To Reach Clients Through Social Media, Talk About Yourself, Financial Planning Magazine


August 2011 — Financial Experts Advise Against Panic During Uncertainty, KGO-TV San Francisco

August 2011 — Pre-retirees Are Concerned But They Aren’t PanickingInvestmentNews

August 2011 — What Web-Savvy Advisors Are Doing Right Now, Bank Investment Consultant

April 2011 — Save Money by Shopping in Your own Closet with a Wardrobe Stylist, San Francisco Bay Area Women’s Journal

March 2011 — Health Care Reform: What You Should Know, San Francisco Bay Area Women’s Journal

February 2011 — Beat the Inflation Enemy: 6 Ways to Manage Your Mone, San Francisco Bay Area Women’s Journal

February 2011 — Women Advisors: The Future Begins Now, Financial Planning Magazine

January 2011 — How to Tweet Your Way to Retirement GoalsUS News & World Report


October 2010 — Planning with Women In MindWall Street Journal Blog

October 2010 — A Quick Trip Around the World With Ian Bremmer, Morningstar Advisor

September 2010 — The Consequences of Mortgage Industry Reform, Morningstar Advisor

August 2010 — (Lack of) Women in Fund Management, Morningstar Advisor

July 2010 — Personal Wealth: How to Handle a Financial Windfall, San Francisco Bay Area Women’s Journal

June 2010 — Exposing the Truth About the American Dream, Morningstar Advisor

June 2010 — Ups and Downs of the Stock Market: What’s the Impact on Your Investments, San Francisco Bay Area Women’s Journal

May 2010 — Making the Peace with Volatility, Morningstar Advisor

May 2010 — Manage Your Budget with Envelopes, San Francisco Bay Area Women’s Journal

May 2010 — Despite Market Plunge, Investors Take Risks, KGO-TV San Francisco

April 2010 — Be Very Careful, Morningstar Advisor

March 2010: A Roth IRA (of Sorts) for Health Care, Morningstar Advisor

March 2010 — The Sad Road to the Short Sale, Morningstar Advisor

March 2010 — Managerial Men Continue to Lag in Pay, Promotions, Morningstar Advisor

March 2010 — How to Indulge Your San Francisco Foodie Passion on a Budget, San Francisco Bay Area Women’s Journal

February 2010 — From Financial Fuzziness to Financial Clarity, San Francisco Bay Area Women’s Journal

February 2010 — When Affluent Are Strapped for Cash, Morningstar Advisor

January 2010 — 10 Simple Truths About Money, San Francisco Bay Area Women’s Journal


December 2009 — Tip: Create A New Budget When You’re Unemployed, It’s the Job Blog

November 2009 — What Financial Planners Do, Morningstar Advisor

October 2009 — Gen X-ers Struggle, Morningstar Advisor

September 2009 — What an Excellent Investment Advisor Does, Morningstar Advisor

May 2009 — Money Makeover: Cleaning up an Out-of-Whack Portfolio, Money Magazine

April 2009 — The Mess They LeftThe Wall Street Journal

April 2009 — Time Is Money – Financial Freedom Your WayWorking Mother Magazine

March 2009 — Do you Need a Financial Planner, BlogHer

March 2009 — Small Dose of Short Funds Might Act As A SalveChicago Tribune


October 2008 — Cash is Looking Better As An InvestmentThe Wall Street Journal

August 2008 — View From the Bay, KGO-TV San Francisco

July 2008 — When to Think About TomorrowThe Wall Street Journal

March 2008 — Freedom After 50Oakland Magazine