Humphreys Group

At The Humphreys Group, we've seen the powerful impact women can have as investors when they embrace their financial potential. Discover why women are naturally equipped to excel in money management and how we're here to support every step of the way. #financialplanning #financialempowerment https://lnkd.in/daMwrzgi

For most of our clients, the assets we manage represent the bulk of their wealth. We take our fiduciary responsibility as stewards of your investments very seriously. We maintain the discipline and perspective needed to resist the temptation to pursue speculative investments during sizzling markets or to let doom-and-gloom scenarios prevent participation during market rebounds. As a result, our client portfolios are resilient and designed to weather a range of unpredictable market storms. https://bit.ly/41p5mbT #investmentmanagement #wealthmanagement #financialplanningservices

Diane Bourdo was tapped for an article in GOBankingRates about how to find the right financial advisor for you. “It’s important to figure out precisely what you require a financial advisor for in order to sort out which advisors may be a better fit than others,” she advises, adding that some financial advisors specialize in different areas. Learn more about finding a good fit: https://bit.ly/4cKwkPC #financialplanning #wealthmanagement

President of The Humphreys Group Diane Bourdo was recently featured on GOBankingRates.com in an article focused on important money matters for couples about to wed. Diane emphasized a new perspective on prenups, particularly for women over 50. “Prenuptial agreements, once thought of as only for wealthy men entering a second or third marriage, have become commonplace for couples that want to protect not only their finances but also their assets and liabilities,” she said. Read more: https://bit.ly/4dJw44U #couplesfinances #financialplanning #womenandfinance

“Loud budgeting” and openly talking about money are important ways to help Gen Z—and others—manage their finances, shares The Humphreys Group’s Hallie Kraus, CFP?, CRPC? in a recent feature for GOBankingRates. Read the full article and more of Hallie’s insights on building wealth for Gen Z: https://bit.ly/3T6wc6h #GenZ #financialplanning #buildingwealth

Ready to redefine what #retirement means? For women, this stage of life is less about slowing down and more about writing a bold, new chapter. Whether you're dreaming of an active retirement or embracing a "no rules" approach, it's time to break free from outdated narratives. Discover how to make this time wholly yours in our latest blog. #womeninretirement #rewritetherules

Financial planning plays a pivotal role in managing life’s transitions. Money matters are inextricably linked to every major change we experience. Whether it’s a new job, marriage, buying a home, or retirement, each transition brings with it a unique set of financial challenges and opportunities. A well-thought-out financial plan can serve as a roadmap, helping us navigate these changes with confidence and security. Here are some tools and tips to help provide some financial clarity: #financialplanning #lifetransitions

Being a #BCorporation is a way for The Humphreys Group to demonstrate to our clients and community exactly what it means to align your money and your values. We all have power in how we deploy our financial assets, and this is a way to show just how impactful that can be.

Core equity investing involves creating low-cost, broadly diversified stock portfolios with a focus on size, value, and profitability premiums. While no investment strategy can completely eliminate risk, core equity investing offers a robust and practical solution that can help women build a stronger financial future. Learn more about core equity investing: #coreequityinvesting #investingstrategy #wealthmanagement

At The Humphreys Group, we serve women with ambition who know what they want from their personal and professional lives; women who dream of financial freedom, and who want to use their money to advocate for themselves and the greater good. #investlikeawoman