Investing for Women
While most women manage the daily finances of the home, women are far less likely to invest than men. Women need to plan and have a long-term investing strategy and think beyond short-term money matters. How do you know when to start investing? That will be based on your earned income and savings that you can put aside and not need to pay down debt with.
The best ways for women to kick-start their investment strategy is to start asking questions, read and begin to explore various companies and investment opportunities. You may like to start exploring companies that are meaningful to you, that are women-run, women-focused. There are specialized funds investing solely in female founders that may be of interest.
Savvy Ladies is here to help educate and share resources and guide you to gain the knowledge you need to learn and make smart financial decisions. We offer a library of informative webinars, blog articles, a helpful budget worksheet, and mentoring with our team of professional financial volunteers for 1:1 support.
Investing articles
Your Investment Portfolio Checkup: Rebalance and Strengthen
Learn how to rebalance your investment portfolio and strengthen diversification to stay aligned with your goals, with advice from Stacy Francis, CFP®, CDFA®, and Manisha Thakor, MBA, CFA, CFP®.
How to Think About Picking Individual Stocks
Should you buy that stock everyone’s talking about? The honest answer is: it depends. Learn how to think more clearly about picking individual stocks, the difference between fundamental and technical analysis, and why diversification matters.
Create, Grow, and Protect Your Wealth: A Savvy Guide to Investing With Confidence
Get started on investing by learning the key concepts for building wealth: from risk and return, diversification and asset allocation, how to choose your investment vehicles and beyond.
When Markets Are Down: How to Make Calm, Smart Investing Decisions
When markets fall, don’t panic. Learn how to decide whether to hold or sell, avoid emotion-driven mistakes, and stay invested with a clear plan, diversification, and rebalancing.
4 Questions to Ask Yourself About Your Mutual Fund Investments
Are your mutual funds working for you? Ask these four questions to understand what you own, manage risk, and protect long-term returns.
Do You Need a Financial Planner or an Investment Manager?
Confused about the differences between a financial planner and an investment manager? MoneyZen Wealth Management CEO Manisha Thakor clarifies.
Inflation & How to Protect Your Finances
Savvy Ladies experts Richard Ibarra, CFP, APMA, CRPC and Keri Lai financial advisor with Ameriprise Financial Services LLC help you understand inflation and how to shield your finances from market ups and downs.
Real Estate as an Investment
In this 2-part virtual educational session, finance and real estate experts Kristen Bonnier and Ashesh Shah, CFP®, discuss how to use the equity of your home for investing, as well as how to access those funds. What you'll learn: Part 1: What is a Home Equity Line of...
How to Generate Monthly Income from Investing
In this webinar, Laurie Itkin, financial advisor and certified divorce financial analyst, will discuss the pros and cons of popular methods of generating monthly or annual income from investments
