Do women need to take a different approach to wealth?
When it comes to women and money, the financial services industry sometimes misses the mark. Certain assumptionsālike the idea that women are more risk averse than menācan be circumstantial rather than inherent. To that end, I want to dedicate some time to the unique challenges women face when it comes to financial planning, plus strategies to face those hurdles head on.
Should you worry about volatility?
Most investors hate volatility; most advisors change the topic to risk management before they suggest you ignore the noise. So what causes the disconnect between regular investors and the pros? And do you need to pay attention to volatile markets? To answer those questions, we have to back up to discuss a few core concepts.
March 2025 market update
The new administrationās priority of āreindustrializing the U.S.ā is coming into focus as tariff announcements - even if softened or rescinded - indicated that this is a policy, not just a campaign plank. Throughout the month, the Department of Government Efficiency (āDOGEā) continued its mandate of shrinking government with a raft of layoffs. Headlines on these two topics led to growing fears that an increasingly pessimistic consumer would stop spending, and that inflation would begin to spike once more. While the market response throughout February was to react with higher volatility, equities largely closed out February with only moderate losses.
April 2025 market update
The month started out on a positive note as CPI came in lower than expected, creating a brief respite from worries about the impact of tariffs. It was short-lived, as the result of the Federal Open Market Committee meeting at mid-month was policy stasis with no changes to rates. Even more unsettling to the markets was the Fedās signal of fewer rate cuts in 2025.
Start formalizing your family values
The prompts in this checklist can help you put words to your family values. Each value has follow-up questions to help you think about how different priorities might apply to your family relationships, community, finances, and life overall.
The different types of home insurance
Home insurance comes in six parts (A-F); each part covers something different. Not every home policy includes all six parts, so use this guide to help you check and evaluate your coverage.
How to build generational wealth
A 20-year study by the Williams Group found 70% of wealth is lost in the first generational transfer, and a full 90% by the third. Additional studies have shown that these monetary losses often translate to family strife.Ā So how can you preserve the wealth youāve built for your family for generations to come? Be intentional about your money and what youāre building, create an estate plan that provides for future generations, and keep up with financial planning.
