The Latest

  • Ingrid Case, a Financial Planning contributing writer in Minneapolis, is a former senior editor for Bloomberg’s Markets Magazine. Follow her on Twitter at @CaseIngrid.

    May 2
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  • Ivka Kalus-Bystricky is Vice President and Portfolio Manager of the Pax World International Fund and Pax World Global Women’s Equality Fund. Ms. Kalus-Bystricky has been responsible for management of the Pax World International Fund since its inception in 2008. She took over management of the Global Women’s Equality Fund on January 1, 2012. Before joining Pax World, Ms. Kalus-Bystricky was a senior portfolio manager at State Street Global Advisors and Barings, where she managed international portfolios. She had previously worked as an equity analyst at Putnam and Independence Investment, where she covered various international market sectors. Earlier in her career, Ms. Kalus-Bystricky returned to her native Czechoslovakia to work on the privatization of various state industries following the collapse of the iron curtain. She also spent several years as a management consultant to companies in Latin America, Europe, Canada and the United States. Ms. Kalus-Bystricky holds a Bachelor of Arts in biology from Harvard University, a Master’s Degree from the Fletcher School of Law and Diplomacy, and a Master of Business Administration from INSEAD in France. She speaks five languages.

    May 2
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  • Ivy Menchel, President of Family Wealth Planning Partners, began her financial services career more than 18 years ago at a premier full-service brokerage firm. In addition to her comprehensive financial planning practice, she currently works with divorcing clients, matrimonial attorneys and mediators to address the financial issues of divorce and assess their options for fair and equitable settlements. Ivy supports and educates her clients, and their advisors, through the entire divorce process. She is trained in mediation and though she does not practice mediation, these skills are utilized in collaborative, litigated and mediated cases. She has been a guest speaker on television and radio talk shows and has been the presenter at many workshops. Ivy's mission is to empower clients to make sound financial decisions today and in the future for themselves and their families.

    May 2
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  • May 2
  • Hugh Massie, is an international Wealth Mentor and the author of “Financial DNA® – Discovering Your Unique Financial Personality for a Quality Life” published by John Wiley & Sons in February 2006.Hugh introduces a very different approach to wealth creation and how you can build a quality life. This “understanding people before numbers” approach has evolved with his own personal development and experiences through a very diverse career initially as a tax specialist with Arthur Andersen in Sydney, Singapore and Thailand, then in 1996 starting his own financial services firm in Sydney, Australia and then in 1999 commencing the development of Financial DNA with an experienced team. Since its full commercialization in 2003 Financial DNA has become an international financial behavior consulting business, with Hugh now based in Atlanta, Georgia.Hugh and his team have trained over 4000 advisors worldwide in the Financial DNA® Discovery Process to position them as wealth mentors. Financial DNA Resources also conducts a range of comprehensive wealth mentoring programs for investors, families, and business owners to help them with their wealth creation and building a quality life aligned to the core of who they are.

    May 2
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  • Hillary has five years of experience as a financial advisor prior to starting her own firm with business partner, Kelly Rigas, called KRWMG in 2012. Her prior experience at two major brokerage firms equipped her with a unique view of investing that is focused on asset preservation. Our team at KRWMG advises clients on ways to build and protect assets in ways that are reliable, straight forward and effective.\nHillary’s experience prior to KR Wealth Management Group began at Citigroup Smith Barney in 2008 working alongside Kelly Rigas. Beginning her career amidst the subprime debt crisis and the greater financial market collapse, Hillary advises clients on how to protect and preserve their financial assets. After witnessing such dramatic market fluctuation, Hillary’s investment approach focuses on preservation of wealth and evaluating client portfolios to ensure their investment objectives match up with their investment allocation.\nShe is licensed in Securities 7 and 66 as well as Life Insurance and Annuities. Hillary was featured on Real Talk Texas KLIF 570 AM Radio and her team is often mentioned in various publications from Texas Monthly to D Magazine Best Wealth Managers. She aims to simplify a client’s financial situation and bears in mind the goal of exceeding client expectations in every aspect of their financial lives. Her team provides the most personal service available and earned a reputation for excellence in our industry. KRWMG strives to maintain and preserve our client’s wealth, creating financial stability and security for each of our clients. Our team is rooted in a commitment to building long-term client relationships and exceeding the financial goals of our clients.\nHillary is an SMU alumnus and lives in Uptown Dallas. When away from the office, Hillary enjoys tennis, travel and spending time with friends and family.

    May 2
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