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March 24, 2022 | Financial Planning
“With longer lifespans than their male counterparts, many women are likely to end up managing the family estate." Key Takeaways: Studies show women are often less financially literate then men, yet have growing financial responsibilities Basic education on financial planning and …
March 11, 2021 | Financial Planning
With Women’s History Month in full swing, we take a look at how women invest, what’s important to them, and how they are achieving success. Women think about money differently, invest it differently, and spend it differently. While motivations vary from person-to-person, as a whole, female …
July 30, 2020 | Non-Profits
Women have been known champions of philanthropy for decades. They have a long history of working in the non-profit space, as well as volunteering for causes that align with their personal mission. Now that women’s wealth is on the rise, we are seeing increased monetary giving …
August 22, 2019 | Non-Profits
It is estimated that over the next 10 years, nearly $9 trillion will transfer from one generation to the next, but the so-called “great wealth transfer” doesn’t stop there. Over the next 50 years, a staggering $97 trillion is expected to transfer across generations. Numbers like these are a huge …
March 25, 2019 | Investing
They say that men are from Mars and women are from Venus. We aren’t so sure we’re from different planets, but there are definitely differences when it comes to investing. With Women’s History Month in full swing, we take a look at five key facts about women as investors. 1. Women are more …
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