Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations
Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations. In this environment:
· The importance of diversifying across asset classes and geographic regions cannot be emphasized enough
· Integrating investments that may enhance portfolio stability and have low correlation to traditional markets, like alternatives, is favored
· Periods of volatility should be viewed as opportunities to selectively increase equity exposure at more attractive levels.
🚫 Top 10 Financial Mistakes to Avoid
Written from decades of experience serving my breadwinner women clients, this list of top 10 financial mistakes to avoid will provide food for thought and action items to improving your own money plan!
Empowering Breadwinner women and their Financial Futures - Top 10 Personal Finance Tips for Women in Honor of International Women's Day
Empowering Breadwinner women and their Financial Futures - Top 10 Personal Finance Tips for Women in Honor of International Women's Day. As we commemorate this day, it's crucial to highlight the importance of financial empowerment for women. Despite progress in gender equality, women still face unique challenges when it comes to personal finance.
🐾 Happy Dog Days of Summer and Mid-Year Market Outlook 🔭
Welcome to the dog days of summer! And our Mid Year economic outlook — we’re moving on a Path Toward Stability.
What should I be doing for my year-end 💵 planning?
What are the TOP 5 things I should be doing for my year-end 💵planning? 1. Make a note to INCREASE my maximum retirement plan deferrals. 2. Review my long-term care (LTC) funding plan. 3. If I am philanthropically inclined, here are some alternative ways to think about my charitable contributions. 4. Check out Green Bee’s 🐝 educational press coverage. 5. Schedule my year-end review.
The Four Foundations of Financial Literacy
The four foundations of financial literacy. Saving. Managing Debt Budgeting. Investing. For financially independent women, female executives and professionals, and women business owners.
What is Financial Planning?
What is financial planning, and can independent women benefit from financial planning?