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"I started and didn't want to stop. It is really well written, informative and useful. The greatest benefit is [that it] informs women to get educated and to better take control of their financial lives-present and future!" - Debra G.

"Found it very informative. I think it speaks to the importance of understanding your financial health and knowledge of such things. The greatest benefit [is] the idea that an advisor is more than just someone that will invest your money, he is someone that will/should understand your philosophy on what you want to achieve in your lifetime. It’s important to have the feeling that someone truly understands your concepts and emotions and not just concentrate on the end result and value of your portfolio." - Sally M.


In Women and Financial Matters: Myths & Realities, Insights & Adviceyou will learn:
  • How not to be misled by common misconceptions that women have about financial planning
  • Why women have traditionally lagged behind men in financial literacy
  • Why the amount of wealth women control is on the rise and will continue to increase
  • Why many women have a false sense of how diversified their portfolios are and why true diversification is important
  • How investing in low-volatility funds results in higher return on your investment
  • How to use global investing to increase your returns and reduce risk
  • How to take advantage of asset-class investing to lower costs
  • Why a disciplined, balanced investment strategy offers better long-term returns than trying to “beat the market,” while also reducing your stress over short-term market fluctuations
  • Why many women are well-suited to build efficient portfolios
  • How to adequately fund your retirement and other needs, such as children’s college education
  • How to reduce tax consequences
  • Why smart estate planning is essential in transferring your wealth to your heirs
  • Why many women don’t relate well to their financial advisers
  • How a good financial adviser will understand and support your particular goals, essentially becoming your Chief Financial Officer
  • And much more!