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 heard a great analogy the other day which is similar to our topic, DIY investing. It has to do with oil changes in your car. If you wanted to, you could figure out how to do an oil change and save yourself some money. However, you might get oil dripped on your face, like …
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 …