FEATURES

You can find reports from our Investment and Research team, timely and informative financial planning topics from our Wealth Management team, and deeper dives on various important topics in our white papers from any team member. Read online, share with friends, or download for your convenience.

Who Runs the World (Financially)? Increasingly, Women

Melissa Walsh Financial Advisor
Melissa Walsh, CFP®, CFA, AIF®, a Principal and Senior Wealth Advisor at Allegiant Private Advisors, offers her perspective in a male-dominated world. Does the standard financial planning textbook apply? 

As a young woman starting a career in finance, I noticed how my peers seemed to be doing everything by the book”— saving for retirement, investing aggressively, and making stepwise advancements in their careers and salaries. I figured that my own career and savings would follow the same pattern — until a female colleague pulled me into her office and revealed, I’m not saving in my 401(k) due to childcare expenses, I turned down a promotion to spend more time with my children, and my investments are conservative.” This was the moment I realized that not ALL of my colleagues were textbook examples, it was mostly my male colleagues. I realized that my female colleague wasn’t doing it wrong. The textbook was outdated and broken. Sometimes life doesn’t cooperate when it comes to following chapter by chapter. That’s why true financial planning is a process that constantly evolves. Luckily, women often adapt well and flourish in the face of change.

Today women control 51% of the personal investment wealth in the U.S.(1). 41% of women are their households primary earner, and another 23% contribute significantly(2) to the households income. So why hasn’t the financial industry adjusted to changes that have occurred in the control of wealth?

Click here to read Melissa’s full article published on SarasotaMagazine.com.

By accepting you will be accessing a service provided by a third-party external to https://www.allegiantpa.com/

240 South Pineapple Avenue, Suite 200
Sarasota, Florida 34236
Telephone (941) 365-3745
Toll Free (800) 926-5237

Email Updates

Advisory Services Offered Through Commonwealth Financial Network, a Registered Investment Adviser

© 2020 Allegiant Private Advisors. All rights reserved. | CWFN Privacy Policy | Website Privacy Policy