Women are making money moves where it counts. According to a recent study from Fidelity, young women are beginning to invest almost a decade sooner than those from previous generations, and are investing their excess savings outside of just retirement accounts. The average age for a woman to open her first brokerage account is now …
Investing
“Too Conservative” for Investing?
Am I too conservative for Investing? The market has been somewhat volatile this year and some of my clients have expressed fear that the markets are “too high” and they should get out until this is over. My question to them is—how do you know when it’s over? It’s very tempting to want to play …
DIY Investing
I recently heard a great analogy that aligns well with the topic of DIY investing—consider the process of changing your car’s oil. While you could learn to do it yourself and save some money, it can be messy and mistakes can happen, as my husband discovered years ago when oil dripped on his face while …
ESG OR SRI Investing?
Sometimes you hear the phrase, “put your money where your mouth is,” meaning, use your dollars towards things you really are passionate about. If this matters to you, then you might be interested in ESG or SRI investing. ESG stands for Environment, Social, and Governance. SRI stands for Sustainable, Responsible, and Impact. These terms usually …