Suddenly Single: How to Plan with Female Clients
[ad_1] “How does it feel? To be on your own?” — Bob Dylan, “Like A Rolling Stone” We all start out single, and most women, whether they marry or not,…
Women and Wealth: Three Findings and Their Risks
[ad_1] In a decade of researching women and finance, I have interviewed over 800 highly accomplished women globally from diverse age groups, professions, industries, and backgrounds. Over all those years…
Women and Finance: The 2019 Rich Thinking Quantitative Survey Findings
[ad_1] Barbara’s first Rich Thinking® white paper on women and finance, based in part on a quantitative survey of 1,000 Canadian women, was self-published 10 years ago. For the next…
Let’s Get Physical 3: How to Moderate Panel Discussions
[ad_1] Panel discussions can be disappointing for both audience members and participants. Why do we so often feel let down by what we see and hear from these conference mainstays?…
Five Tips for Business Success from Five International Women in Finance
[ad_1] What advice do the top women in finance have for those trying to make their way in the sector? Last year, I interviewed 50 accomplished women from around the…
She’s the Boss of Her Money: Four Trends in Women’s Online Investing
[ad_1] Financial independence means being able to pay one’s way without having to work or rely on others. In other words, being free. Based on my 10 years of research,…
Women and Trading: Currencies, Commodities, and Crypto
[ad_1] I will never forget my first time in a trading room. I wasn’t (yet) a trader, instead I was working in sales for Xerox in 1989, and my new…
The Future Is Female: COVID-19 Fuels a Surge in Women Entrepreneurs
[ad_1] Amid all the tragedies of the pandemic, there has been one positive side effect: a global reset. A “pandemic pause” is giving the world the opportunity to reflect and…
The COVID Catapult: Four Trends Upending the Status Quo for Women
[ad_1] Women have been making progress for years, but at a glacial pace. Year after year, I see the same old bleak numbers: The more or less stagnant percentages of…
Five Investing Success Stories from Five International Women
[ad_1] This International Women’s Day we all need and deserve some upbeat, inspiring, and enriching stories. After all, a lot has happened since 8 March 2020. My 2021 research paper…
Women and Investing: Five Myths
[ad_1] Last month, I had the privilege of participating in a lively podcast discussion with two fellow women in investing, Jane Barratt, who serves as chief advocacy officer of the…
Female Advisers: Five Reasons Why They’re a Better Fit Than Ever
[ad_1] Years of research show female investors outperform men, Blair duQuesnay, CFA, observed in her January 2019 New York Times opinion piece. Yet only about one in five brokers are…
Women and Investing: Six Questions Answered
[ad_1] The following is adapted from the “Women and Finance: The 2022 Rich Thinking Quantitative Survey Findings” report by Barbara Stewart, CFA, and Duncan Stewart CFA. Given all the changes…
Women and Money Making: What’s Your Business Model?
[ad_1] “A business model is an outline of how a company plans to make money.” What do women around the world think is the most important component to their personal…
Women’s Wealth and Technology: Three Themes for the Future
[ad_1] How will technology influence women’s wealth in the years ahead? I participated in a dynamic panel discussion on VoiceAmerica Business Channel: Technology Revolution Radio, hosted by Bonnie D. Graham…