If your family historically has been locked out of wealth-building opportunities—due to systemic inequalities or lack of resources—the ripple effects can extend through generations. Limited access to education, homeownership, and quality healthcare are barriers that shape our financial landscape long before we ever make a single decision. Learn how to use this as a?lens through which you can view and improve your own financial health.? #wealthbuilding #familyhistory #financialplanning #financialwellbeing https://bit.ly/4eq3YMz
Humphreys Group
金融服务
San Francisco,California 392 位关注者
Women-owned & -operated wealth management firm serving women's needs. B Corp. Champion of values-aligned investing.
关于我们
The Humphreys Group is a women-owned and -operated wealth management firm that serves women's unique financial needs, aspirations, and strengths. A Certified B Corporation, we've long championed values-aligned investing, and during the last 20 years have seen how ESG investing has become more compelling, rigorous and impactful. Our mission has been featured in Forbes, the New York Times, the San Francisco Chronicle, and more. https://bit.ly/3ncHogw
- 网站
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https://www.humphreysgroup.com
Humphreys Group的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- San Francisco,California
- 类型
- 私人持股
- 创立
- 1983
- 领域
- Wealth Management、Financial Planning、Investment Management、Investments、Investment Strategies、Impact Investing、Values-Aligned Investing、ESG Investing、Socially Responsible Investing、SRI、Retirement Planning、Retirement、Retirement Transition、Wealth Transfer、Cash Flow Planning、Charitable Giving、Education Savings、College Planning、Financial Advisor、Financial Planner、B Corp、Conversation Circle、Life Transitions、Women in Transition、Breadwinner Women、Executive Women、Inheritors、Women Retirees、Baby Boomers、Gen X、Mid-Career Women、Sandwich Generation、Millennial Women和Young Professionals
地点
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主要
220 Montgomery St
Suite 1850
US,California,San Francisco,94104
Humphreys Group员工
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Diane Bourdo
Helping women get smarter about money.
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Lexi Olian, CFP?
Helping clients recognize and embrace their innate strengths and building their financial plan upon that foundation.
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Hallie Kraus, CFP?, CRPC?
Creating authentic discussions and decisions about money
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Katie Shimizu
Client & Operations Services Lead at The Humphreys Group
动态
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There has long been an argument that impact investing requires giving up on the performance side of the financial equation in support of promoting social good, but the numbers simply don’t bear that out. At The Humphreys Group, we have long-held investments in the impact investing realm, and we are not surprised that interest in this area of finance is growing. Learn more about aligning your investments with your values: https://bit.ly/3vTHdft #impactinvesting #ESG #SRI #dogood
Impact - The Humphreys Group
humphreysgroup.com
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In recognition of October being Financial Planning Month, don’t forget to visit our insights library, full of helpful tools and resources to improve your financial literacy and hopefully lighten your concerns about whether or not you’re doing it right. Our insights will help you get smart about money, find your own motivation to move forward, and laugh and breathe a bit easier along the way. https://bit.ly/3Yco5YY #financialplanningmonth #financialliteracy #community
Insights - The Humphreys Group
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#Presidentialelections often feel like a tipping point for the economy, but history tells a different story. The market's movements are shaped by more than just who's in the White House. Learn why sticking to your hashtag #investmentplan is more important than political predictions in our latest blog. #financialplanning https://lnkd.in/gc6hxpbp
#Presidentialelections often feel like a tipping point for the economy, but history tells a different story. The market's movements are shaped by more than just who's in the White House. Learn why sticking to your #investmentplan is more important than political predictions in our latest blog. #financialplanning https://lnkd.in/gc6hxpbp
Elections and the Market: The Mirage of Predictability - The Humphreys Group
humphreysgroup.com
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#Presidentialelections often feel like a tipping point for the economy, but history tells a different story. The market's movements are shaped by more than just who's in the White House. Learn why sticking to your #investmentplan is more important than political predictions in our latest blog. #financialplanning https://lnkd.in/gc6hxpbp
Elections and the Market: The Mirage of Predictability - The Humphreys Group
humphreysgroup.com
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Market timing may hold a certain allure, promising the potential for outsized returns and quick profits, but the reality is that it’s a flawed and unreliable strategy that often leads investors astray. Instead of trying to predict short-term market movements, investors are better served by focusing on factors within their control, such as maintaining a diversified portfolio, adhering to a disciplined investment approach, and staying invested over a substantial time horizon. By embracing these principles, investors can build wealth both steadily and sustainably. https://bit.ly/3AGcOqm #investmentstrategy #financialplanning #wealthmanagement
The Illusion of Market Timing: 5 Reasons It Fails Investors - The Humphreys Group
humphreysgroup.com
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Financial resilience entails preparing for both anticipated and unforeseen financial shifts that could impact various aspects of your life, including personal, professional, emotional, mental, and physical. Financial preparedness is crucial for a fulfilling retirement, and women often face unique considerations. Here, we explore how women can build resilience in retirement, financially and beyond. https://bit.ly/3z6hvcr #investlikeawoman #retirementplanning #financialresilience
Building Resilience in Retirement: A Checklist for Women - The Humphreys Group
humphreysgroup.com
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We live in a world where it’s increasingly common for people to distrust businesses. Anyone can talk the talk, but it’s hard to distinguish truth from exaggeration. This is something the B Corporation community is aiming to change—and we’re doing it by showing, rather than telling. Being a B Corp is a way for The Humphreys Group to demonstrate exactly what it means to align your values and your wallet, something we encourage our clients to do daily. We all have power in how we deploy our financial assets, and this is a way to show just how powerful that can be. We are setting the example, leading by doing. https://bit.ly/3KCHPP2 #BCorp #investingforgood #missiondriven
We live in a world where it’s increasingly common for people to distrust businesses. Anyone can talk the talk, but it’s hard to distinguish truth from exaggeration. This is something the B Corporation community is aiming to change—and we’re doing it by showing, rather than telling. Being a B Corp is a way for The Humphreys Group to demonstrate exactly what it means to align your values and your wallet, something we encourage our clients to do daily. We all have power in how we deploy our financial assets, and this is a way to show just how powerful that can be. We are setting the example, leading by doing. https://bit.ly/3KCHPP2 #BCorp #investingforgood #missiondriven
B Corp - The Humphreys Group
humphreysgroup.com
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We live in a world where it’s increasingly common for people to distrust businesses. Anyone can talk the talk, but it’s hard to distinguish truth from exaggeration. This is something the B Corporation community is aiming to change—and we’re doing it by showing, rather than telling. Being a B Corp is a way for The Humphreys Group to demonstrate exactly what it means to align your values and your wallet, something we encourage our clients to do daily. We all have power in how we deploy our financial assets, and this is a way to show just how powerful that can be. We are setting the example, leading by doing. https://bit.ly/3KCHPP2 #BCorp #investingforgood #missiondriven
B Corp - The Humphreys Group
humphreysgroup.com
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The Humphreys Group is uniquely dedicated to getting rid of unnecessary jargon and complexity around finance so female investors can have more control of their financial future. We’ve shared our experience in some of the most reputable and respected resources and publications dedicated to women and money, including Forbes, the New York Times, and the San Francisco Chronicle. Here are links to our latest awards and media features: https://bit.ly/3X2ypz9 #leadership #financialplanning #wealthmanagement
In the Media - The Humphreys
humphreysgroup.com