Despite the strides that women have made in the workforce and stepping into higher seats of power, surprisingly 64% of women report being stressed about their finances. And only 1 in 5 seek out advice from a financial advisor.
A top-notch female financial advisor shares her tips to help female investors ease stress and build portfolios to allow them to live the lives they want.
When it comes to automating tasks and gathering data, technology takes the lead. But when it comes to interpreting the data and comparing it with clients’ unique financial goals, human interaction is key. A good financial advisor combines both technology tools and personal relationships to give clients positive investment experiences and positive returns.
Many of you are adjusting to the changes all of us are making because of the Covid-19 crisis. The leadership at Stableford continues to monitor the rapidly changing situation as it evolves and we remain vigilant in our ongoing efforts to help you navigate the unprecedented challenges we all face. This article is a summary of some of the most important information that we believe you will want to know regarding the Cares Act and updates to tax deadlines and retirement accounts.