April 4, 2019
In celebration of Women’s History Month and in partnership with our Women in Wealth Management Initiative, Adviser Investments is pleased to announce AdviseHer, the first in a quarterly series of The Adviser You Can Talk To Podcast episodes that provide clear information about investing and financial issues that affect women.
In this inaugural episode, “Differences in Women’s Investing,” Research Analyst Liz Laprade is joined by Vice President Sue Irwin and Account Manager Diana Linn as they discuss some common themes facing female investors in today’s marketplace, as well as how to overcome these obstacles and specific questions women should ask if they’re looking for help with their portfolio.
We were inspired to launch our AdviseHer series after hearing from our clients that sometimes found it challenging to find reliable content targeted towards a female audience. Because of that, some feel a lack of confidence when it comes time to make important investment decisions.
According to a recent Wells Fargo Investment Institute report, women in the United States currently outlive men by an average of five years—with 90% of women taking a full leadership role for household financial decisions at some point in their lifetimes. AdviseHer aims to bridge the gap with upcoming topics to help listeners understand how investing can help them achieve financial security for themselves and their loved ones.
Listen to “Differences in Women’s Investing.”
Polaris Wealth Advisory Group and Adviser Investments are now under one new brand, RWA Wealth Partners.
Over the next few months, we are transitioning to a new website under our new brand. For you, this means a better experience and more access to valuable education, insights and advice. It also means you gain access to expanded wealth management solutions such as tax¹ and legal services², alternative investments and more. Explore this site for additional information on these new services and call your advisor with any questions at 833-RWA-PLAN.
¹Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with RWA Tax Solutions, LLC.
²Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana, LLC