Author - Claire Emory, MBA, CFA, CFP®

1
Investing Advice from Mellody Hobson
2
Women Entrepreneurs Overcome Pandemic Challenges
3
Do Your Research to Avoid Tax Season Tumult
4
The Connection Between Love and Your Money Mindset
5
What is Your Long-Term Investment Strategy?

Investing Advice from Mellody Hobson

The Motley Fool highlighted investment advice from Mellody Hobson. Hobson is known as the the co-CEO and President of Ariel Investments, where she had worked for almost thirty years. Late last year, Starbucks names Hobson as its board chair making her the first African American woman to hold that position.

The financial difficulties Hobson experienced growing up had an effect on how she views investing. She was the youngest of six and grew up in a loving home but there were some challenging financial issues. What she saw motivated her to learn more and understand how financial systems work. Instead …

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Women Entrepreneurs Overcome Pandemic Challenges

Women entrepreneurs reveal lessons from the pandemic and how they dealt with unprecedented times” focuses on women entrepreneurs in India. It highlights their businesses and the lessons they’ve learned as they navigate the pandemic as entrepreneurs.

Several entrepreneurs used a word we hear a lot in these times: pivot. Depending on your business and area of expertise, a pivot can be somewhat challenging or seem almost impossible. While some people found it easy to deliver their services online others may have had to revamp their entire business model to meet pandemic conditions.

Saying No: Some might say …

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Do Your Research to Avoid Tax Season Tumult

Michelle Singletary of The Washington Post offered advice for what may be a tumultuous tax season for some people and a “supersize list of some of the issues people will face this year” in “Tax season 2021: A tornado is coming.” 

Really, you do not have to fear if you have already been working with a Fee-only financial planner. And there is still time to get help from a financial planning expert for this year and for the years to come. Here are some things to consider:

File electronically if you can: The general advice this …

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The Connection Between Love and Your Money Mindset

As a champion of holistic financial decision making and financial planning since 2004 that believes in putting the client’s needs first, Clarity Financial Planning wants you to consider both love and money this Valentine’s Day. And we don’t just mean romantic love because there are other types of love that can affect your financial habits.

In a November 2020 article, “Love and Money—and How They’re Connected,” The Wall Street Journal (WSJ) helps readers make connections between these two things observing, “Our relationships with people are often reflected to money. For good and ill.” The WSJ suggests “honest …

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What is Your Long-Term Investment Strategy?

We don’t have tips on that one thing you absolutely must invest in because everyone knows it is sure to bring big returns. Your investment choices depend on a number of factors including: how much you have to invest, your age, your tolerance for risk, and your values.

What we can do is look at some trends for the upcoming year. According to Kiplinger.com, big-name tech companies may not be leading as they have in the past. You don’t have to get rid of stock in large tech companies, however. You should consider looking at smaller companies in emerging …

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