WiserAdvisor

OCTOBER 20, 2023

Cultural, familial, and peer influences Our financial behaviors are deeply rooted in the socio-cultural and familial contexts we grow up in. Different cultures have varied attitudes toward saving, spending, debt, and wealth accumulation. Once these objectives are set, they aren’t to be left static.

Financial Planning 74

Financial Planning Planning Financial Advisor Wealth Accumulation 74

Envision Wealth Planning

MAY 23, 2022

Chloe is a Woman of Color, a group that is vastly underrepresented in wealth management, and she serves tech professionals in their 30s or 40s who often are women, People of Color, or LGBTQ+, many of whom are transitioning in their wealth journey from setting up the initial foundation to the next level. About the Author.

Ethics 52

Ethics Financial Advisor Financial Planning Clients 52

WiserAdvisor

MARCH 13, 2024

It is instrumental in diversifying your portfolio , capitalizing on market opportunities, and safeguarding your financial future against the erosive effects of inflation. Diversification helps mitigate concentration risk and enhances the stability and resilience of your investment portfolio over time.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105