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Women & Wealth

Navigating uncertainty while deepening investing knowledge

During a recent webinar, our panelists provided valuable insights into understanding financial market conditions (without all the financial jargon), details on how closely you should (or should not) pay attention to changing conditions and offered strategies to help you stay on track with your financial goals. They also provided details and examples to explain the importance of understanding your risk tolerance and diversification to support your investing goals.

Three mature women smiling.

Are you ready for your "Golden Girls" era?

Most women will manage their finances alone at some point due to widowhood, divorce, or other life transitions. Experts say the question isn’t if, but when—and whether they will be financially prepared.

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  • two thirds

    Women will control an estimated two-thirds of wealth in the US by the end of this decade.

  • one half

    Only half of women—compared to more than two-thirds of men—feel confident about managing investments.

  • It’s time for women to take control of their finances and live the lives they want.

Let's Talk About (Anything but) Money!

In a recent webinar, private wealth executive Victoria Ungashick shared a variety of tips on the types of topics financial conversations should cover, with whom you should be having them and how to overcome obstacles to fruitful discussion.

Defending against inflation

Melissa Lord, director of investment fiduciary and consulting services, explains inflation, its impact on the stock market, and how to respond.

Knowledge is power

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