Women’s Natural Tendencies Help Them Invest Smarter

Kim Molitor: Relationship Manager

When you are working with women, trust is probably the most important aspect of the client relationship.

Women are Naturally Better Investors

Women are good planners and they’re good at investments. They tend to form a relationship first, they like to ask questions, which is all very helpful when planning.

How Do Women’s Investment Habits Outperform Men’s?

I think women and their investments are more likely to succeed. They tend to think things through, ask questions, listen and stay on course. By following those things they probably will outperform another man’s portfolio.

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Understanding Risk Tolerance in Wealth Management

Deb Allison-Aasby: Financial Planner and Relationship Manager talks about assessing risk tolerance

When we take a look at their current investments, we have to make sure that whatever their risk tolerant is we understand that. Whether they are very risk conservative or risky, we need to understand so we know what investments are appropriate for them.

If they are incredibly risk tolerant and their portfolio isn’t moving, they’re going to be very frustrated. If they are risk adverse and there is all types of fluctuations going on in their statements that they are receiving monthly or quarterly, and they are feeling nervous and it is causing them to not sleep at night, we know those investments aren’t right for them.

So, that’s our goal, to make sure it is a good fit and that we are identifying what is happening in the market today and anticipating what is happening in the future and trying to have protection in those portfolios.

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Decoding Financial Advisor Commission

When you work with a financial advisor, you deserve to know how they are paid for their services. When talking with your financial advisor about compensation, it’s useful to understand the three prevalent models in the industry.

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Windward Wealth Strategies Northeast Wisconsin Office 2370 State Road 44 STE A Oshkosh, WI 54904

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