Category: Women’s Roundtable

Women's Roundtable

Four Tips for Women Investors (that also work for men)

A study conducted by Fidelity last year showed that women are more cautious with their investing compared to men.  This …

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FinanceWomen's Roundtable

Investing in Ourselves at Various Life Stages

Whether we like it or not, life and money will always be inextricably linked no matter what stage of life …

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FinanceWomen's Roundtable

Stocks, Not Stockings

Imagine life without a checking account. Imagine walking in to your local bank and being refused service, simply based on …

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FinanceWomen's Roundtable

Saving for Retirement: What Will Be Your Story?

Many websites and financial professionals touting retirement savings plans offer little more than off-the-shelf plans that express the end result …

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FinanceWomen's Roundtable

Meet Their Needs for a Lifetime

You’ve probably heard the Chinese proverb, “Give a man a fish and you feed him for a day; teach a …

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FinanceWomen's Roundtable

Saving for Retirement

Children are generally afraid of the dark. A line from the old Scottish prayer, “From ghoulies and ghosties, and long-leggedy …

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FinanceWomen's Roundtable

FOCUS (in the series Taking Charge of Your Financial Future)

Dateline: Wednesday, March 26—At the end of the workday, as the hum of office activity subsided, Bell Investment Advisors’ downtown …

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FinanceWomen's Roundtable

Money Talks. So Should We.

We know the adage, “Money talks.” Yet open discussions about money are rare. Sure, we women discuss money with our …

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FinanceWomen's Roundtable

Prepare Now for Retirement Later

It’s common knowledge that many Americans—of both genders—are at risk of underfunded retirement. For women, the risk is intensified. Historically …

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