Giving with Purpose: How Women Are Shaping the Future of Philanthropy
September 15, 2025
Byline Margot Bunn, CFP®, V.P., Relationship Manager, Family Office Services Kristen Roder, CPWA®, CFP®, V.P., Relationship Manager, Family Office Services
Key Takeaways Women now control more than half of U.S.
Bridging the Wealth Gap: How Women Can Invest with Purpose at Every Life Stage
August 11, 2025
Byline Mohini McCormick, CFP®, Senior Wealth Advisor
When we talk about the gender wealth gap, most conversations start with pay. And while income inequality is a foundational issue, the real compounding factor is how that income is (or isn’t) invested over time.
How Women Can Use Compounding to Build Wealth Early in Their Careers
July 14, 2025
Byline Hattie Warner, Wealth Management Associate
Your first decade in the workforce—roughly your early 20s to early 30s—is filled with firsts: your first “real” job, your first steady paycheck, and often, your first serious thoughts about money. It’s an exciting time, but also one that can feel overwhelming. Balancing all these shifts while determining how to start building your financial future isn’t always easy.
Where Women Build Wealth with Confidence Hear from members of our advising team why planning specifically for women is not just important, but essential. They discuss the unique financial challenges women often face and the meaningful impact that thoughtful, personalized guidance can have. You’ll hear firsthand why they’re passionate about empowering women to make confident, informed financial decisions.
Building Financial Partnership: Supporting Shared Wealth and Financial Empowerment for Women
June 17, 2025
Byline Kristen Roder, CPWA®, CFP®, V.P., Relationship Manager, Family Office Services
Financial empowerment thrives in relationships built on trust, transparency, and shared goals. While women are already leading and shaping financial decisions in many households, some families still face gaps in communication or involvement—often not from intent, but from habit or inherited roles. Research shows that money remains one of the most common sources of stress in relationships, often rooted in a lack of mutual understanding.1
Balancing Caregiving Without Losing Financial Ground
May 15, 2025
Byline Belén Ryan, CPFA, Operations Manager
Women account for nearly 60% of Americans providing unpaid eldercare, stepping in to care for aging parents, spouses, or family members in need.1 It’s a responsibility that often arises unexpectedly. While caregiving can be a deeply meaningful experience, it also comes with significant financial trade-offs.
How Women Can Leverage Negotiation to Advance
April 17, 2025
Byline Kelsey Keefner, Senior Wealth Management Associate
Knowing how to negotiate is a powerful skill that can empower women to take control of their financial futures. Whether advocating for a better salary, setting fair rates for services, or navigating everyday money decisions, mastering negotiation unlocks higher earnings, stronger wealth-building opportunities, and lasting financial independence. It’s a key tool to unlocking full economic potential, not just in the workplace but in every area where financial choices are made.
Minimizing Risk to Your Nest Egg and Legacy as a Single Woman
March 18, 2025
Byline Erica Tarantur, CIMA®, CFP®, Partner, Senior Wealth Advisor
It's a surprising statistic, but studies show that most women die single.1 For some, living independently is a choice, while others find themselves single due to unforeseen circumstances like divorce or widowhood. Regardless of the reason, this reality highlights the need for women to take an active role in their financial planning.
The Power of Financial Planning for Female Breadwinners
February 18, 2025
Byline Olive Mitchell, CFP®, Wealth Advisor
Women today are starting businesses, breaking barriers in male-dominated industries, and climbing corporate ladders faster than ever before. Over the past decade, the percentage of women in C-suite positions has risen by 12%, and a survey of business owners who started their companies in 2023 found more female founders than male.1 However, this progress has also shed light on a new challenge. Many female breadwinners find themselves stretched thin, balancing financial responsibilities with household management.
Personal Finance 101: Foundational Tips for Women to Build Wealth with Confidence
January 15, 2025
Byline Janelle McCreary, CFP®, Wealth Advisor
For women, building wealth is about much more than financial security. It’s about creating opportunities, achieving independence, and paving the way for future generations. Women face unique financial challenges, such as the gender wage gap and lower retirement savings, on average, compared to men—yet these obstacles don’t define your financial journey. By embracing smart financial strategies and leveraging your strengths, you can take control of your finances.