Ellevest

During our recent webinar on Ellevest’s November monthly market insights, Head of Ellevest Wealth Management Emily Green discussed what the recent presidential election might mean for the market, the overall economy, and your portfolio. If you missed it, you can watch the replay here at https://lnkd.in/eifNq2bw. No matter what happens next, the Ellevest team will be here to help you navigate it. In the meantime, you can always reach out to our team of experts for extra guidance at https://lnkd.in/eesR6cN9.

In honor of Ellevest’s 10-year anniversary, we’re celebrating some big money wins over the last decade … and we really want to know what?yours?are. Anyone who shares their most meaningful money moment from the last 10 years will be entered to win a 30-minute 1:1 session with an Ellevest CFP? pro. Take a few minutes to spill the beans:?https://lnkd.in/ewe-JSue

Here’s a charming study finding: In 2022, researchers at MIT Sloan studying the gender promotion gap looked at assessment results of almost 30,000 management-track employees from a large retail chain, all of whom were ranked according to past performance and future potential. Their findings showed that on average, women received higher past performance ratings than their male coworkers. But women were also marked as having less future potential than their male coworkers. And potential, researchers found, is the factor that strongly predicted promotions. On the one hand, this finding is a gut punch. On the other hand, it’s hard confirmation of our lived experience: that we are not, in fact, “the problem” in our own careers. This is extremely important information to have. So often, we women tend to blame ourselves when we’re not meeting our career goals. It’s a parallel we see at Ellevest when women are falling short of their financial goals.? But the blame in both cases, financially and professionally, is not you. Read more from Ellevest CEO Sallie Krawcheck at the link below.

Three good reasons to join Ellevest. ?? Our financial planners are experts in women’s wealth. ?? They actually listen to you — and lead with empathy. ?? No hidden fees or surprise charges. Ever. Bonus: Join now to get one month free with code PLANAHEAD — and a complimentary call with a CFP? pro. Get started here: https://lnkd.in/ef4T-9tU Ellevest, Inc. is an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Ellevest fees and additional information can be found at www.ellevest.com.

What does it mean to prioritize impact? We asked that question at the dinner we hosted last week with Alexandra Gucci Zarini, the founder and chairwoman of AGCF – a luxury handbag line that pledges 20% of its profits to local groups that promote the wellbeing of young women and children. We brought together a dynamic group for an evening of connection and discussion all about how we can use our dollars to shape a better world for women and beyond. Because at Ellevest, we’re always focused on aligning your investments with your values in order to truly make an impact.?

Money equals power in our world. Every time we make a decision about where to spend, save, or invest it, we use our financial power to nudge the world in some direction (even if we don’t realize it). Essentially, we “vote with our dollars.” Those “votes” determine what succeeds (and what doesn’t). What succeeds shapes the world, for better or worse (and what doesn’t, doesn’t). Read how you can use your money to support what you believe in and also do well for yourself at the link below:

There are a lot of misconceptions about what a prenup is, exactly, or who needs one. (Spoiler: not just celebrities, CEOs, and heiresses.) The HelloPrenup Podcast invited our own Ashley Bleckner, MA, CFP?, CDFA?, an Ellevest Private Wealth Advisor, to share how we can flip the prenup’s reputation from a dreaded document to a powerful tool for women to protect their assets —?and strengthen their relationship. Listen to the full episode here:

Women who collaborate with other women in the workplace — and outside of it — are shown to thrive, lead, and make a difference at work.? ?At Ellevest, we’re all about women helping women. Learn more: www.ellevest.com Source: Seramount

I was quoted in an article in the Washington Post last week on the topic of women’s progress in the workplace. I said, “We’ve made a lot more noise than we’ve made progress.” One week after the 2024 presidential election —?one long week later — that quote sounds right, doesn’t it? Well, that line was something I said in an interview eight years ago, after Hillary Clinton’s loss. Eight years ago. It’s gutting, but it still holds today. No one will be in the Oval Office who understands the lived experiences of women and may thus work to advance them. Quite the opposite. So what do we know? Read my latest column on the Ellevest Magazine.

Yesterday, some of the Ellevest team had the pleasure of getting to see impact investments at work in real life. We visited SoLa Impact’s Beehive campus in LA. We were able to witness the incredible work they are doing to combat homelessness in LA through affordable housing. This includes modular housing that allows them to build TWO whole apartments a day (see us at the facility below.) It was also wonderful to see the work their non-profit partner does to teach underprivileged youth in Black and Brown communities technology skills that help set them up for a specialized career path. Thank you to Martin Muoto and the SoLa Impact for showing us your great work. Sylvia S. Kwan, CFA, CAIA, Samantha Craig Vient, CFP?, Jack Wright