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The Woodward Financial Advisors Blog

Are Women Better Investors? Thumbnail

Are Women Better Investors?

When I began my financial planning degree program in 1996, it really didn’t occur to me that I was entering a male-dominated profession. My mother had always been the leader in financial decision-making in our family, which didn’t seem unusual to me at all. Through her, I learned the value of a dollar and the value of giving back. Almost three decades later, it is now the norm for women to direct their own as well as their family’s finances. In fact, two separate studies show that women’s investment returns were .4%1 to 1%2 higher annually than their male counterparts. They suggest the main reasons for women outperforming men with regard to investment returns boil down to “overconfidence” and “overactivity.

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Mind over Matter: Perspective for Investors on the US Debt Ceiling  Thumbnail

Mind over Matter: Perspective for Investors on the US Debt Ceiling

Mind over Matter: Perspective for Investors on the US Debt Ceiling -- No doubt there has been plenty of uncertainty in the last few months to keep the 24-hour news channels busy. First, it was banking issues, and now the debt ceiling. It is our innate human nature to want to take action when things happen that feel out of our control. Sometimes a little perspective can help. Below is a good piece from Dimensional Fund Advisors on this topic that we thought you’d find helpful. Enjoy!

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Give The Gift of Financial Education: planting seeds for the next generation of financially savvy individuals Thumbnail

Give The Gift of Financial Education: planting seeds for the next generation of financially savvy individuals

The holiday season is upon us! For me, this brings fond memories of family traditions centered around spending time together, eating good food, and exchanging gifts. This year, consider giving the gift of financial education to your children (or grandchildren) that will pay dividends (pun totally intended) as they grow.

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The Relationship Between Time & Intensity Thumbnail

The Relationship Between Time & Intensity

As a Financial Advisor, I cannot help but see the significant parallels between the consistent habits we need to maintain (or achieve) good health and those that help us be more successful in the pursuit of our various financial goals. We all seem to know what to do at a high level: save more, spend less, invest smartly, eat healthier foods, work out. What I find isn't always recognized is the relationship between the time and intensity of these actions.

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