Humphreys Group’s Post

Sally Krawcheck, CEO of Ellevest, explains that women are more risk-aware than risk-averse. Women tend to choose an age-based allocation that diversifies over asset classes rather than being fully invested in equities. A 2020 Harvard study led researchers to believe that whether women take on risk depends on the context. By prioritizing diversification over trendy or unsustainable investments and pairing that with long-term planning, women definitely put themselves at an advantage. Read more about this myth in our book here: https://lnkd.in/g4KukRum #RewritingTheRules #WomenAndMoney Read by: Diane Bourdo

Sally Krawcheck, CEO of Ellevest, explains that women are more risk-aware than risk-averse.   Women tend to choose an age-based allocation that diversifies over asset classes rather than being fully invested in equities. A 2020 Harvard study led researchers to believe that whether women take on risk depends on the context.   By prioritizing diversification over trendy or unsustainable investments and pairing that with long-term planning, women definitely put themselves at an advantage. Read more about this myth in our book here: https://lnkd.in/gdeYDTWe #RewritingTheRules #WomenAndMoney

According to our study, women appear to benefit from their disciplined approach to risk, willingness to stick with a long-term plan, and openness to seeking advice. See how to build on strengths that position women as strong investors. #womeninvestors #conservativeinvestors #timeinthemarket #viribuswealthmanagement

For over 25 years, Schmidt Market Research has been partnering with wealth management firms to deliver insights on its clients and the market, looking to understand the needs of High Net Worth individuals. We continue to provide thought leadership in this space. We recently conducted a study on High Net Worth women, looking to assess their needs for advice and guidance. Reach out to me if you'd like to hear more about this study. #schmidtmarketresearch #wealthmanagement

Can we imagine what it would look like to have more of the things for women, built by women? “And this is what is different about women in today’s economy. We no longer have to wait to play by the rules of a traditional society that under invests in us and under prioritizes our needs and desires. We now have enough agency and economic clout to play by our own rules…Everywhere women are stepping up to re-create systems and invent tools and products that work for them.” Misty Heggeness writes in her recent Forbes piece. That’s why we created Invest for Better, because we knew we didn’t need to accept the financial industry as it was - built by men, for men. Women should have their own financial power. Ready to step into yours? Join us! We have two amazing deep dive courses launching this month to help take you from knowledge to action. Values-Align Your Stock Portfolio Course: https://lnkd.in/g6grwBw2 Become an Angel of Change Course: https://lnkd.in/g6UsfawZ #womenempowerment #impactinvesting #angelinvesting #valuesalignedinvesting #stockportfolio

How are women rewriting the rules of finance?   Women are emerging as a powerful force, bringing unique perspectives and innovative strategies to reshape the financial landscape.   Discover their impact and explore the industry's evolving trends in our new article by Hélène Ferreira - Shaw, Assia Driss and Charles-Henry Monchau, CFA, CMT, CAIA https://lnkd.in/eZ_dJxYe #Financialempowerment #Investingtrends #Womeninvestors

Beirne Partner, Lindsey Allard, MBA, AWMA digs into the coming “great wealth transfer,” a generational shift in assets to the tune of tens of trillions of dollars. Her latest blog post explores how women stand to be the biggest beneficiaries and digs into what it means and how to prepare. Read the full story: https://lnkd.in/ewJ3Yd9E #InvestmentAdvisor #WomenOnWealth #GreatWealthTransfer #SheMeansBusiness #FinancialAdvisor

Understanding how HNW women feel about Wealth Management -- and how they'd like to manage their assets going forward is imperative. Does your financial services/wealth management firm have a clear view of how these perspectives differ from historical WM paradigms?

Can we imagine what it would look like to have more of the things for women, built by women? “And this is what is different about women in today’s economy. We no longer have to wait to play by the rules of a traditional society that under invests in us and under prioritizes our needs and desires. We now have enough agency and economic clout to play by our own rules…Everywhere women are stepping up to re-create systems and invent tools and products that work for them.” Misty Heggeness writes in her recent Forbes piece. That’s why we created Invest for Better, because we knew we didn’t need to accept the financial industry as it was - built by men, for men. Women should have their own financial power. Ready to step into yours? Join us! We have two amazing deep dive courses launching this month to help take you from knowledge to action. Values-Align Your Stock Portfolio Course: https://lnkd.in/eZZCd2zr Become an Angel of Change Course: https://lnkd.in/e4beGGZS #womenempowerment #impactinvesting #angelinvesting #valuesalignedinvesting #stockportfolio

Check out this article about how women's investment returns showed less volatility than those of men, while achieving similar returns. Learn more about several strengths women exhibit related to their investment success. #womenshistorymonth