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Women, winning in wealth Thumbnail

Women, winning in wealth

“Only 24 percent of women are confident in their investing skills?* Not in my world and not in yours. Try 100 percent. You have this investing thing down cold because you are in charge of the two things that matter most; the checkbook and common sense.”
This passage is taken from Chapter 4 of my new book, “The Coffeehouse Investor’s Ground Rules – Save, Invest, and Plan for a Life of Wealth and Happiness.”

Over the past twenty years women have tuned into The Coffeehouse Investor’s ground rules because it allows them, as it does all of us, to ignore the arrogance of Wall Street and take control of their financial destiny.

By taking charge, women not only have a game plan for their investments, but they also know they can stop worrying about things that are out of their control and instead focus on the financial planning issues that matter most of all.

Join my colleague, Soundmark Advisor Kaliko Veiseh and me on Tuesday, October 26 at 6:00 PM (PDT) for a webinar geared towards women. We’ll discuss the power of integrating the ground rules into your portfolio, your planning, and most importantly, your life.

Maybe you are a seasoned investor, maybe you are a spouse who is intimidated by what you think you don’t know. But in reality, you know more than you realize, because you do have this investing thing down cold and can focus on what counts most of all.

Capacity will be limited - don't wait to join the conversation! Click here to register for "How Women Are Winning in Wealth" webinar.

*2018 Fidelity Women and Investing Study