Insights


Today we are all flooded with free financial information. But planning for your version of a rich life requires not just information but true financial wisdom.

Moneywise Financial Advisors is dedicated to educating our clients about investing and financial life planning. We strongly recommend the following resources:

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MoneyWise Commentary



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VIDEOS

The Science of Investing
Larry Swedroe, Director of Research for The BAM Alliance



Financial Calm and Confidence
Manisha Thakor, Director of Wealth Strategies for Women


The best financial relationships occur when your wealth advisor is interested not just in investing your money, but in investing in your life. It’s especially important when your investment strategy is being put to the test by challenging markets. Manisha Thakor, Director of Wealth Strategies for Women at THE BAM ALLIANCE on helping clients achieve financial clarity, calm and confidence through the process of true wealth management.


BOOKS ON WOMEN & MONEY

Happy Money

by Elizabeth Dunn and Michael Norton

The old saying goes, “money can’t buy happiness.” However, how we spend our money actually does impact our happiness. Although most people just follow their intuitions when it comes to spending money, scientific research shows that those intuitions are often wrong. Two professors combine their fascinating and cutting-edge research in behavioral science to explain how money can buy happiness – if you follow five core principles of smart spending.

The Opposite of Spoiled

by Ron Lieber

While most people can agree on the definition of a “spoiled child” (few responsibilities, lavished with attention, lots of material possessions), there is no word in our language to describe a child who has been raised the opposite of spoiled … despite the fact that one of the goals for virtually any parent is to raise “non-spoiled” children. Ron Lieber explains how talking openly to children about money can help parents raise modest, patient, grounded young adults who are financially wise beyond their years.

Woman’s Worth:
Finding Your Financial Self Confidence

by Eleanor Blayney, CFP®

Founder of Direction$ for Women and CFP® Board Consumer Advocate Eleanor Blayney breaks through the traditional male-dominated field of financial advice to offer information you can really use. Her frank approach intersperses practical advice with easy-to-do exercises that will help you understand your beliefs about money, learn the fundamentals of financial planning, and gain confidence in you financial know-how.

Does This Make My Assets Look Fat?

by Susan Hirshman, MBA, CPA, CFP®

This highly accomplished and very witty industry veteran argues that the rules of successful dieting are the same rules that apply to successful money management. In this upbeat and informative guide, she offers women a three-phase personalized plan to help them understand their finances.

Emotional Currency: A Woman’s Guide to Building a Healthy Relationship with Money

by Kat Levinson, PhD.

In this book, author and psychotherapist Dr. Kate Levinson offers fresh approaches to navigating the astonishing range of beliefs about the role of money in our lives, coming to terms with our feelings about being “rich” or “poor,” and exploring our inner money life so that we can put our feelings to work for us in a positive way.

The Feminine Mistake

by Leslie Bennetts

This book should be required reading for all women. Veteran Vanity Fair  writer Leslie Bennetts presents an exceptionally powerful case for women taking their finances into consideration when making all major life decisions. Much to my surprise, this gem of a book was greeted with outrage by younger women when it first came out—while older women immediately recognized the incredible wisdom in Bennetts’ words.

Ask for It

by Linda Babcock and Sara Laschever

The premise of this book is powerful and straightforward: Women don’t ask for what they want and need in the workplace, and they end up suffering financially. This book is the antidote. It’s a financial education you won’t want to miss.

THE SOCIOLOGY OF MONEY

Soul of Money

by Lynne Twist

This compelling and fundamentally liberating book shows us that examining our attitudes toward money—earning it, spending it, and giving it away—can offer surprising insight into our lives, our values, and the essence of prosperity.

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