While the gap appears to be narrowing, research shows that women, particularly women of the baby boom generation, feel less confident than men about managing money.1 At CCM, we are very intentional about involving all of our clients—women and men—in the integrated planning process. It’s very important to us that all clients feel heard and understood, such that they have the confidence that their financial plan is designed with their individual goals and priorities at the center. CCM ... [Continue Reading]
Women and Investing
Articles and resources related to Women and Investing.
In the latest Conversations With the CCM Team video, titled Women and Money, Founder and CEO Greg Carlson, CFP®, interviews Senior Wealth Advisor Katy Vermeer, CFP®. In it, Katy shares her perspective on the evolution of the financial services industry and the ways in which she's observed a parallel evolution in women's roles in managing their financial lives. Katy and Greg also discuss how CCM is dedicated to ensuring women feel empowered in their financial lives. Conversations With the ... [Continue Reading]
At Carlson Capital Management (CCM), we are very intentional about involving our clients in the integrated planning process. We want all clients to engage with us in a way that fosters trust and understanding about the work we do on their behalf to help them with their financial future. CCM has nearly 800 client relationships of which more than ninety percent involve a female. Whether they are married, single, divorced, or widowed, just about every relationship at CCM includes a woman who is ... [Continue Reading]
Jane Brody recently wrote this piece, Thriving at Age 70 and Beyond, for the New York Times that we found interesting, insightful as well as inspiring. Inspired by the book, "70 Candles! Women Thriving in their 8th Decade," Brody highlights the leading questions and topics facing women, in particular, as they age. Brody's insights as to the way the first generation in which huge numbers of women who have had careers, have approached retirement, is thought-provoking. CCM advisors place a great ... [Continue Reading]