Articles on For DMMsContact Us To Learn More

  • money manager

    You Could Be a Daily Money Manager

    Published By: Leah Nichaman

    Yesterday I received a call from a woman who is currently a stay-at-home mom in Portland, Oregon. Because of her interest in personal finance, she was considering becoming a daily money manager (DMM). I was thrilled! Portland is a large city with only a handful of practicing DMMs. But more than that, I know how […]

    Posted On: October 19, 2018 Learn More
  • SCAMS – How to Protect Yourself and Loved Ones from 6 Common Types

    Published By: Leah Nichaman

    The following is an important and informative article from the American Association of Daily Money Managers (AADMM).  Fraud takes an enormous financial, as well as emotional, toll on victims. It can destroy businesses and ruin financial lives. Many individuals, businesses, and organizations are affected by scams and other fraudulent activity on a daily basis. A […]

    Posted On: September 4, 2018 Learn More
  • Data, Not Drama

    Published By: Leah Nichaman

    When I was a fairly new daily money manager (DMM), I had a client whose children were fighting over how her money was being used by one of the siblings.  They were asking me to be a go-between and to take sides in the fight.  I called my friend, a more experienced DMM,  who gave […]

    Posted On: August 23, 2017 Learn More