“If you’re not staying on top of your money, you are putting your financial well-being at risk.” – Suze Orman, American financial advisor, author and podcast host. Getting more education, pursuing a career, combining employment with family life – these are just some factors that have enabled women to enjoy greater financial independence, earn more, and save more as a result. In my list of family, friends, and clients, women investors comprise not more than ten percent. However, on average, due to some positive traits, the results of their investments beat that of men. Below mentioned are some of the traits. Let's reinforce them! 1. Stick to the comprehensive financial plan In my experience, once you set the right return expectations, educate women on risks involved, explicitly mention them in the investment policy statement, they stick to the same financial plan unless the goals change. Traditionally, women have cult towards physical gold and real estate as preferred ...
Our amazing capacity to do good for people who trust us (and for their heirs), and our ability to integrate investments into a total financial plan, these are the essence of the wonderful profession we've chosen. And perhaps the most important thing is: you'll never have to worry anymore.