May 31, 2023

77 percent of women believe if they had a financial advisor to help them, they’d feel more confident about their financial future.

A 2021 Fidelity study found that 64 percent of women would like to be more active in their finances (including investment decisions), and about the same percentage of women (65 percent) would be more likely to invest or invest more if they had the clear steps to do so. Step one: contact one of our DWAM advisors. Call us today; we understand you have unique needs. 901-435-4250

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Navigating Financial Planning: Confronting Loss Aversion Bias for a Secure Future

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Cognitive biases can significantly influence investment decisions, especially when emotions such as fear and greed are driving the markets.

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77 percent of women believe if they had a financial advisor to help them, they’d feel more confident about their financial future.

Recent Articles

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