by Natalie Walker | Apr 26, 2021 | Newsletter, Women and Money
Myth #3: Women aren’t financially savvy. Women are making most day-to-day purchases and budgeting decisions for their household yet they still feel uncomfortable discussing financial matters and often consider money a taboo subject. They say things like: “I was told...
by Natalie Walker | Apr 22, 2021 | Newsletter, Women and Money
Myth #2: Women are not as confident as men when it comes to investing. But how is investing confidence measured? Does a more confident investor take more investment risk and memorize their year over year returns? Does a more confident investor assign a goal to their...
by Natalie Walker | Apr 22, 2021 | Newsletter, Women and Money
Myth #1: Women Spend More Money than Men Do women spend more money then men? If you said yes, you are not alone! In a study of 300 articles, researchers found that women were defined as “excessive spenders” across 65% of the articles aimed at them. The...
by Shari Rash | Dec 27, 2020 | beneficiaries, estate planning, financial family office, Financial Planning, Newsletter
Q4 2020 Ruminations from your Financial Advisor and Money Coach As we are in the midst of the holiday season, beneficiaries are on my mind. You are gathering either in person or via Zoom with your loved ones. Odds are these loved ones are also the beneficiaries of...
by Shari Rash | Apr 16, 2020 | Economy, Finances, Newsletter, Stock Market
Please click the link below to view our April 2020 Newsletter: The Stock Market vs The Economy. April 2020 Newsletter
by Shari Rash | Mar 16, 2020 | Behavioral Finance, Finances, Market Volatility, Newsletter, Stock Market
Please click the link below to view our March 2020 Newsletter: Keeping Calm During Market Volatility. March 2020 Newsletter