Expressive Wealth

Today, on International Women’s Day, we’re not just recognizing the strength of women—we’re celebrating the anniversary of Expressive Wealth, a firm built, led, and shaped by women. ?? At Expressive Wealth, leadership isn’t just about finance—it’s about empowerment, impact, and breaking barriers for the next generation. To every woman paving the way, lifting others up, and leading with purpose—this is for you, including the amazing women in our team ??????Vanessa N. Martinez, Darlene Duncan, Lauren Genuardi, MBA, CFP?, Katarzyna Richardson, Dr. Patricia M Villarreal, Psy.D., Steph Morawski, JD. Of course, this team wouldn't be the best without you, Jon Knotts, Luis E Marroquin, MBA, Robert J. Dunphey. ?? #InternationalWomensDay #WomenInFinance #ExpressiveWealth #Leadership #WomenEmpoweringWomen

Let’s talk about money for a sec. ?? It’s no secret… things have been tough financially for a lot of people. Credit card debt is at $1.17 trillion, and nearly half of Americans have saved less this year than last. One-third of households wouldn’t be able to cover a month’s bills if they lost their income. The good news? 44% of Americans expect to save more in 2025. Younger generations, in particular, are feeling optimistic about their financial future. Swipe through to see what’s really happening with money in America. ?? #MoneyTalk #FinancialReality #SmartSaving #WealthWisely

Our very own Darlene Duncan breaks down the bond market in our latest blog! ???? With market uncertainty and shifting interest rates, bonds are gaining attention again. But is now the right time to invest? The answer: Yes—but wisely. Here is a sneak peak: ? Diversify for stability ? Watch economic trends ? Build a smart bond ladder ? Focus on risk tolerance, not just age Bonds aren’t just ‘set and forget’ anymore. They need strategy. Read more from Darlene Duncan: https://lnkd.in/etqGTVZ7 #Investing #Bonds #FinancialPlanning

Our very own Lauren Genuardi, MBA, CFP?, COO and Managing Partner at Expressive Wealth, was featured in GOBankingRates—and the article was picked up by Yahoo Finance and AOL! ?? Lauren shared simple, helpful tips on how to make the most of future stimulus checks for your kids, like using high-yield savings accounts or contributing to 529 college plans. ???? If you’re looking for easy ways to save smarter for your family, check it out here: https://lnkd.in/eeWHZpED ?? #ExpressiveWealth #FamilyFinance #SmartSaving #WomenInFinance #GoBankingRates

?? Did you know that women are set to inherit the majority of the $124 trillion Great Wealth Transfer over the next two decades? ?? Our CEO, Vanessa N. Martinez, recently shared her expertise with The Daily Upside, highlighting the importance of trust, relationship-building, and financial planning tailored to women’s values and goals. ?? Read more about this opportunity and the unique ways women are reshaping wealth management: https://lnkd.in/e75wN63b #GreatWealthTransfer #WomenAndWealth #RelationshipDrivenPlanning

Our very own Lauren Genuardi, MBA, CFP? was featured in an article breaking down the 50/30/20 budgeting rule—a simple, effective way to slice up your income for needs, wants, and savings. ?? ?? ?? Read the full article here:https://lnkd.in/esqs3K_A #BudgetingMadeSimple #FinancialPlanning #WealthManagement

??? Introducing the Express Yourself Podcast! ?? We’re excited to bring you a mix of insightful and engaging content every week on our new podcast! ? Tune in every Tuesday for EXpressos—bite-sized episodes with timely financial updates and actionable tips. Plus, don’t miss our expert guest speakers, who’ll share their knowledge on everything from investing and retirement planning to building generational wealth. ?? Whether you’re looking for quick insights or in-depth conversations, we’ve got something for everyone. Subscribe now on YouTube for now, and let’s start redefining wealth together: https://lnkd.in/eAWmfCcg #ExpressYourselfPodcast #WealthRedefined #FinancialFreedom

New Year, New Team Member! ?? We’re thrilled to welcome Steph Morawski, JD to our team! ?? Steph brings a wealth of experience to her new role in wealth management, having spent over a decade in the legal and political sectors. Her impressive career includes serving as Associate General Counsel and Advisor to the Michigan Senate, as well as consulting with a major health insurer. Outside of work, Steph loves hiking, traveling, skiing, and spending time with her husband, Lukas, and their four children: Barry, Maren, Hadley, and Payton. ???? We’re excited to have her on board and can’t wait to see the expertise and energy she brings to our clients and team! ??? Want to learn more about Steph? Visit our team members page on our website: https://lnkd.in/euNwMwYF #WelcomeSteph #NewTeamMember #WealthManagement #ExcitingTimes

? Passing Down the Magic of the Holidays ? The holidays have this incredible way of reminding us what truly matters: the memories we create, the values we share, and the traditions that bring us together. Darlene Duncan’s story about her family’s beloved Christmas Elves is one of those magical reminders. It’s not just about adorable figurines, it’s about the love, connection, and legacy they represent. From her childhood excitement to the joy of seeing her grandchildren carry on the tradition, these Elves hold something intangible yet powerful: the essence of family. As we dive into the season, it’s a great time to reflect on the traditions we cherish and the ones we’re creating. They’re the little threads that weave our legacies, carrying love and meaning into the future. Wishing you all a holiday season filled with love, laughter, and the kind of memories that last for generations. ?? With love, the Expressive Wealth team. You can read Darlene’s writing here: https://lnkd.in/e5grQv79

The holiday hustle doesn’t have to leave you frazzled. Our CEO, Vanessa N. Martinez, shares practical insights in Better Homes and Gardens, with the piece also picked up by AOL and Yahoo Life! Her advice is all about making this season less stressful and more joyful. Don’t miss these tips for navigating everything from gift budgets to social plans with ease. Dive into the article here: https://lnkd.in/e7W8d9ks Let us know how you’ll make this holiday season your calmest yet! ?? #HolidayCalm #FinancialWellness #StressFreeSeason #ExpressiveWealth