It’s Not Me, It’s You:
Finding the Right Financial Partner
What you’ll learn:
- Why the way women manage money is different
- How to invest on your terms as a woman
- Women’s investing strengths and why that matters
- What to look for in a financial advisor as a woman investor
Women are on the rise. Today in the United States, women control a third of the total household financial assets (more than $10 trillion),1 nearly half are their family’s breadwinners,2 and there are 114% more women entrepreneurs now than 20 years ago.3 By 2030, American women are expected to control much of the $30 trillion in financial assets that baby boomers will possess.1
However, despite these dramatic gains, there’s still work to do. While most women are confident about managing their household finances, many are less certain about their financial decisions. This guide is designed to highlight how working with a financial advisor who understands women’s unique circumstances can help you become a more engaged and confident investor – and take control of your financial future.
Select a topic:
Why women’s financial journeys are different
While money has no gender, the way men and women manage their money, finances and investments is different because of: