Life is expensive. Summer is about fun. Every other season, you’re busy. Why should you take the time and spend the money now to hire a financial planner to create a financial plan? Considering who you’re asking, we have lots of reasons why, like how people with a financial plan have almost three times as much money as those who don’t. But a plan doesn’t make you instantly wealthy. In fact, there’s no money move that can guarantee wealth. Which brings us back to the dollar-sign-shaped elephant in the room … Is a financial planner worth it? How do you know when you need financial planning help? Is a financial plan ever not worth it? These are all valid questions. Read our honest answers at the link below:
Ellevest
Financial Services
We help women build and manage their wealth through investing and financial planning — now managing $2 billion in AUM.
About us
We help women build and manage their wealth through online investing, financial planning, and wealth management — founded by Sallie Krawcheck. Now managing $2 billion in client assets. Let's get more money in the hands of women.
- Website
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http://www.ellevest.com
External link for Ellevest
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Founded
- 2014
- Specialties
- Personal Finance, Investment Advice, Software, and Portfolio Management
Locations
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Primary
New York, NY, US
Employees at Ellevest
Updates
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“In households where there’s a little more financial wiggle room, women often don’t think about what they may give up in the long term — say in 5-10 years — by leaving their jobs now.” Head of Ellevest Wealth Management, Emily Green, highlights the long-term financial impacts for women taking a career pause for CNBC at the link below:
28-year-old mom's teacher salary largely goes toward child care—the real costs of quitting to stay home with your kids
cnbc.com
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We couldn't agree more, Mari Delgado, CFP®.
How important is it to work with someone that genuinely cares about you? #WealthManagement #ValuesAligned #WomanAdvisor #Ellevest #PersonalizedSolutions
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Earlier this month, TikTok user Kayla Lee Mills uploaded a soon-to-be viral video to her account. “I guess I’m about to be a carless girl,” she begins, “What the f**k is going on with the car insurance rates in the United States right now?” The video garnered 500k views. In the more than 5,000 comments it generated, a chorus of voices echoed her frustration. Indeed, what the heck is going on with car insurance? As of May, motor vehicle insurance has skyrocketed 20.3% year-over-year. It’s so high, it’s one of the factors contributing to overall inflation, preventing it from cooling more quickly. It’s so high, Kayla Lee Mills decided it would be cheaper to Uber to and from work every day. So what’s going on? We get into it:
Why Is Car Insurance So High Right Now? | Ellevest
ellevest.com
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“Investing is a life-long journey, not a get-rich-quick scheme with constant detours chasing one hot investment after another. Take time to understand what you’re investing in and why, and to make decisions that are prudent and appropriate for you and your goals.” Ellevest Chief Investment Officer, Dr. Sylvia S. Kwan, CFA, CAIA, unpacks some common themes between tourist traps and investing traps (and what to steer clear of) at the link below. Happy summer and happy investing.
Monthly Market Insights: The Tourist Traps of Investing | Ellevest
ellevest.com
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“In households where there’s a little more financial wiggle room, women often don’t think about what they may give up in the long term — say in 5-10 years — by leaving their jobs now,” Head of Ellevest Wealth Management, Emily Green, highlights the long-term financial impacts for women taking a career pause for CNBC at the link below: https://lnkd.in/er2D8FTh
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The financial industry was built for men. We say this a lot, but implicit in its meaning is that the financial industry was built for straight, white men. So much of common financial advice, especially for couples, assumes heterosexuality as the standard. (Much like, you know, most things in the world.) But there can’t be a one-size-fits-all approach to financial planning for all couples, because the lives of LQBTQIA+ people are just different — which means they have different financial needs and realities. If you’re joining your life with someone else — no matter how you or they identify — we encourage having money convos early and often. But there are a few conversations that are especially important for LGBTQIA+ couples. Here are five things to talk about with your partner (and your financial planner), ASAP:
5 Financial Planning Convos LGBTQIA+ Couples Should Have | Ellevest
ellevest.com
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Trust us, Cameron Rogers, CFA and Emily Green have heard it all. Breaking up with your “just fine” financial advisor can be tough, but you (and your money) deserve better than decent. You deserve a financial advisor who really listens to you — and doesn’t subscribe to a one-size-fits-all approach. Switch to a firm that puts you first. Learn more about Ellevest Wealth Management at https://lnkd.in/dnm_KcU.
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The financial industry is overwhelmingly male-dominated, with 86% of financial advisors being men and 98% of mutual funds dollars being managed by men. That’s why we created Ellevest, a financial company where 100% of our financial advisors and planners are women. Learn more about our investing and wealth management services at Ellevest at www.ellevest.com.
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Who needs an estate plan? You do. When do you need one? Now. Even if you’re not retired, everyone can benefit from having an estate plan. Especially women. Because women largely outlive their spouses, and then become responsible for figuring out the best way to manage their household finances. Because more women have custody of their children than men, and because more women are caregivers for their aging parents, too. If something happens to us, the dependents who rely on us might be in a tough financial situation and without a guardian. Because women earn less than men — and women deserve to have control over their legacies, too. The list goes on. Read how to get started with estate planning at the link below.
Who Needs Estate Planning? Every Woman Does — and Should Start Now | Ellevest
ellevest.com