What Every Woman Needs to Know About Investing and Financial Planning

Creating and executing a financial plan. Stocks, bonds, and tax-efficient investing. Taking control of your emotions and becoming your boldest self. Read some of our most favorite articles and learn with our amazing community of experts who share their wisdom and tips to achieve a successful financial future.

The 5 Most Common Mistakes Investors Make

by Manisha ThakorAs a financial advisor I’m frequently asked: “Why should I pay someone to manage my investments?”You may think an advisor should find “the next hot investment.” Increasingly, though, I’ve come to believe the real value is in helping clients avoid...

There’s No Freedom in Waiting to be Rich

by Ann WilsonIt’s one of the most basic questions ever: What do you and 99% of the population want most?Most people will say “More money.” Specifically, we want to be rich. Who wouldn’t? If you’re rich, you really don’t have much to worry about, except maybe what to...

How Breathing Can Save Your Finances…

by Jillian Beirne DaviI’m known for saying that Money is a HUMAN made tool.  And humans are emotional.  Therefore money is emotional.(Even though it doesn’t have to be.)Money follows the simple laws of cause and effect. You GIVE to the world a specific...

3 Reasons We Overspend

3 Reasons We Overspend

by Manisha Thakor Does your actual spending significantly surpass your budget? Have you ever set a financial goal only to find that your actual spending significantly surpassed your budget? When you have the best of intentions to create financial health, why is it so...

KISS – Keep It Simple & Sexy

by Ann WilsonInvesting in the Stock Market isn’t difficult or complicated, but like so many things in life we can make it so. I have found that the most successful strategies are usually the simplest. Why? Because:They are easy to implement;They are easy to keep...

Demystifying Mutual Funds and ETFs

by Manisha ThakorLong-time readers of this blog know that as a financial advisor I’m passionate about helping women become more confident and excited about investing. That’s because in a world where it’s increasingly possible to live to 100, investing for the long run...

The Power of Patient Investing

by Manisha ThakorHave you ever been tempted to “play the stock market” by following a hot tip, only to watch your shares plummet? Do you want to invest, but feel overwhelmed by all of your choices? How do you know if you should invest in stocks at all? As a female...

Money Talks. Are You Listening?

by Liz WolfeA hot topic in the news these days is why the “1%” have such a disproportionately large amount of accumulated wealth in comparison to other 99%.  Perhaps you've seen the video that went viral (almost 7 million views to date) that demonstrates this...

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