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Invested in Connecting Women: How the Founders of The Wealth Edit Came Together to Fill a Void
An interview with Lauren Pearson and Emily Lassiter, financial advisors and co-creators of The Wealth Edit.
Time for an IPS Refresh: Incorporating Emerging Trends into Your Plan Design
Three areas where well-intentioned but unclear or outdated IPS language can create problems for plan sponsors.
’Tis the Season for Family Money Meetings: How to Engage Female Clients in the Conversation
As families gather together this holiday season, it may be the ideal time to have those tough yet critical discussions about long-term financial plans.
Time to Refresh Your IPS: An Expert’s View
Three areas where well-intentioned but unclear or outdated IPS language can create problems for plan sponsors.
Invested in Connecting Women: If Not Now, When?
A conversation with Shannon Spotswood, president of RFG Advisory and founder of StrongHer Money, which is dedicated to helping women take control of their financial lives.
Walking a Mile in Her Shoes: On Relating to the Challenges of Female Clients
Despite her background in finance, the author explains why she can relate to many of the challenges female investors face.
What Athletes Can Teach Us About Investing Discipline
How the strategies athletes rely on to reach their goals can translate to investing.
Ego Is the Enemy: Don’t Let Hubris Be the Downfall of Your Estate Plan
Talking about end-of-life issues means coming to terms with mortality, which can be a serious threat to our ego.
A Dollar Saved Is a Dollar Earned: The Importance of Financial Lessons from Parents
Research shows that receiving financial education from our parents can lead to improved financial behaviors.
The Other Letter in ESG is a W(oman)
Strategies for engaging with female clients on the topic of ESG investing.
It’s Time to Get Your Student Loans in Order
Federal student loan borrowers should start preparing now to resume their repayments when the moratorium ends next year.
Invested in Connecting Women: Face Your Financial Truth
The inaugural episode of our new Invested in Connecting Women podcast.