Danielle Walker, Freelance Journalist Profile

Articles

Advisors Share Solutions for Rising Homeowner Insurance Costs

1 week ago | advisorperspectives.com | Danielle Walker

Homeowner insurance rates are skyrocketing. Advisors are sharing ways individuals can create a financial safety net should catastrophe or environmental risks, like wildfires and flooding, impact their homes. Lindy Venustus, CEO and founder of Create Financial Planning, says individuals must fully understand what their homeowner insurance policy covers. She also emphasizes they should know what it doesn't cover.
DEI Changes at McDonald’s, Other Firms Get Reaction From Institutional Investors

1 week ago | barrons.com | Danielle Walker

April 15, 2025, 8:47 am EDTIn early January, McDonald’s announced it would be ending many of its diversity, equity, and inclusion initiatives. As part of the changes, the company said it would stop its practice of “setting aspirational representation goals” for its workforce and retire a program encouraging its suppliers to take a DEI pledge. Welcome to Barron's Advisor! Our articles are free to Barron's subscribers and wealth management professionals. To subscribe to Barron's, click here.
Advisors Share Solutions for Rising Homeowner Insurance Costs

1 week ago | etftrends.com | Danielle Walker

Homeowner insurance rates are skyrocketing. Advisors are sharing ways individuals can create a financial safety net should catastrophe or environmental risks, like wildfires and flooding, impact their homes. Lindy Venustus, CEO and founder of Create Financial Planning, says individuals must fully understand what their homeowner insurance policy covers. She also emphasizes they should know what it doesn’t cover.
Strawberry Cake with Cream Cheese Frosting

1 month ago | daniellewalker.substack.com | Danielle Walker

It’s officially spring, and I’ve been waiting to share this Balsamic-Basil, Strawberry Cake with Cream Cheese Frosting from Make It Easy with you until strawberries were in season! I’m having so much fun filming new tutorial videos for you all, and I’m so thankful for Substack making it so easy to share them with you—no algorithms or difficult uploading processes to worry about, just straight to your inbox! The full recipe is on page 279 of Make It Easy or below for paid members! I’ve already...
Advisors on Costs & Alternatives to Early 401(k) Withdrawals

2 months ago | etftrends.com | Danielle Walker

A growing number of Americans are tapping their 401(k) accounts early to cover emergency costs and even day-to-day expenses. However, advisors warn that early withdrawals should be a last resort, if not avoided altogether. Jen Dawson, owner and managing director of Hemington Wealth Management, shared that a good rule of thumb is “waiting until you’re 60 so you can pull without any penalties,” from 401(k) accounts.
Star Manager’s Fraud Charges Put Fund Manager Trade Allocation Processes in Regulatory Spotlight

Nov 26, 2024 | barrons.com | Danielle Walker

Portfolio manager trade allocations are expected to be under a regulatory microscope now that federal prosecutors have charged a star bond fund manager at Western Asset Management Company of engaging in a $600 million “cherry-picking” scheme. The incident at Western has investment management companies reviewing their own trading policies and practices to make sure they can pass regulatory muster. On Nov.
A Guide to Downsizing With Less Pain, More Gains

Oct 30, 2024 | advisorperspectives.com | Danielle Walker

The high cost of housing and other living expenses is prompting many individuals to consider downsizing. However, advisors recommend gradually reining in your spending habits over time rather than rushing a major lifestyle or budget change. Marci Bair, president and founder of Bair Financial Planning, said that downsizing looks different for each person and their financial plans.
A Guide to Downsizing With Less Pain, More Gains

Oct 28, 2024 | etftrends.com | Danielle Walker

The high cost of housing and other living expenses is prompting many individuals to consider downsizing. However, advisors recommend gradually reining in your spending habits over time rather than rushing a major lifestyle or budget change. Marci Bair, president and founder of Bair Financial Planning, said that downsizing looks different for each person and their financial plans.
Want to Increase Your Giving? Advisors Say Your Planning Should Start Here

Oct 22, 2024 | advisorperspectives.com | Danielle Walker

Much like the rest of your financial goals, you should have a plan set in place for your giving to charitable causes and organizations. In fact, advisors recommend you have a clear understanding of how your donations will align with your values — and also be the most tax efficient.
Start Here When Increasing Your Giving, Advisors Say

Oct 18, 2024 | etftrends.com | Danielle Walker

Much like the rest of your financial goals, you should have a plan set in place for your giving to charitable causes and organizations. In fact, advisors recommend you have a clear understanding of how your donations will align with your values — and also be the most tax efficient.