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Barbara Stewart, CFA

HealthTech, Entry, and Monetary Fluency: The Way forward for Ladies and Alts

Ladies are reshaping the world of other investments, pushed by rising wealth, elevated monetary fluency, and increasing entry to new platforms....

The Different Funding Gender Hole: Advertising to Feminine Purchasers

Why do males allocate twice as a lot of their property to different investments as girls do? That’s one of many...

Know Your Prospect (KYP): What’s in Their Portfolio and Why?

I interviewed 50 superb folks — 25 girls and 25 males — from completely different professions and industries for my 14th...

Portfolio Confidential: 5 Widespread Shopper Considerations

For the previous three years, I’ve written a month-to-month column for Canadian MoneySaver referred to as “Portfolio Confidential” that solutions numerous...

How Do Sensible Shoppers Put money into Themselves? Know Their “Why”

Past Length and Convexity: Eight Methods to Bond with Shoppers

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