Ellevest

I’m honored to be featured in the inaugural issue of The Shift, a new platform celebrating women who are driving change across business, culture, and impact — and doing so across generations. At Ellevest, and throughout my career, I’ve believed in the power of purposeful leadership, bold innovation, and creating real opportunities for women — not just to succeed in business, but to build wealth and shape the future on their own terms. Being recognized alongside Gloria Steinem and 90 extraordinary women across industries is incredibly meaningful. It’s a powerful reminder of what’s possible when we lead with intention, lift each other up, and stay committed to lasting equity. Thank you to Shilpa Yarlagadda, Cassandra Pintro, Deepika Rayala, and the entire team behind The Shift for creating a space to share and elevate these stories. #TheShiftIsOn

Counting down the days!

“Our society views women’s time as infinite like sand whereas we guard men’s time as if it’s finite like diamonds. Nowhere is this more obvious than the workplace,” Eve Rodsky, author of the book Fair Play, said in an interview. “We have always known that when women enter male professions salaries come down and that women aren’t paid equally for equal work. But what hasn’t been addressed is the deeply invisible problem of women being punished for opting out of the emotional labor of the workplace.” Read why invisible labor at work isn't just a fairness or culture issue. It directly affects profitability, productivity, and employee retention: https://xmrrwallet.com/cmx.plnkd.in/e_pwR4TQ

We’re seeing some trends here … 👀 As Ellevest Founder Sallie Krawcheck says, “Nothing bad happens when women have more money.” 🔗 Financial Times: https://xmrrwallet.com/cmx.plnkd.in/eFdB4zQm 🔗 ForbesWomen by Shelley Zalis: https://xmrrwallet.com/cmx.plnkd.in/eefsuGP9 🔗 Barron's: https://xmrrwallet.com/cmx.plnkd.in/ex72wBX2 🎨 Illustrations by Andy Carter, Janne Iivonen

Venus doing iconic Venus things. 👑⁠ ⁠ Have you added her book “Strive: Eight Steps to Find Your Awesome” to your summer TBR pile? 📚 ⁠ https://xmrrwallet.com/cmx.plnkd.in/e2y8agT6 ⁠ (By the way, she’s also an Ellevest investor.)

Career expert Reyhane Mansouri , PhD, says 2025 is shaping up to be a landmark year for career pivots. “From inflation and job insecurity to shifting priorities, workers across generations are reevaluating their careers. As this tide builds up, understanding what’s driving it — and how to navigate it — is more important than ever.” What’s driving the shift? CVwizard’s latest data shows that a better salary tops the list as the most common motivation behind a job change. 🔗 Read the full article: https://xmrrwallet.com/cmx.plnkd.in/emv8aPtQ

"One of the most important advances women have made when it comes to investing is narrowing the disparity in retirement savings with men. Although the average baby boomer woman’s retirement balance is 63% of male counterparts, the gap has narrowed steadily with each new generation. Gen Z women’s balances are 98% the size of men’s." 📝 Read Steve Garmhausen's recent piece for Barron's, "Women Live Longer Than Men. The Great (Horizontal) Wealth Transfer Is Coming" here: https://xmrrwallet.com/cmx.plnkd.in/ertGzzX3

According to Fortune, over the next decade, GenX is set to inherit $1.4 trillion every year and be the biggest beneficiaries of the Great Wealth Transfer. At Ellevest, GenX is the largest client segment we serve. And we're seeing firsthand how complex financial planning can be for this generation. Why? Because many are facing: - Career disruption or layoffs (especially in the last few years) - Aging parents and caregiving responsibilities - Kids heading to college - And now… a possible inheritance on the horizon So, how do you plan when your financial future may shift dramatically? I encourage our clients to have a serious conversation with their parents or grandparents about what this really means for them. What is set aside for them? Is it liquid? Does it go into a trust? Then we can review a financial plan both with and without an inheritance to see how this will change their life and choices. https://xmrrwallet.com/cmx.plnkd.in/e3A2FQsN

At Ellevest, we believe you can buy the latte *and* be a good investor. ☕️ If you’re ready to chat with us about your financial future, our line’s open — https://xmrrwallet.com/cmx.plnkd.in/e8APRUyG #FinancialWellness #Ellevest

🎙️ ICYMI: Ellevest Private Wealth’s Kaitlin Horsch, CFP®, and Ankur Patel, CFA®, recently discussed the events that shaped the markets so far this year, what’s driving the economy’s resilience, and some practical strategies to help you stay diversified in the face of continued uncertainty. ⁠ ⁠ Catch that full convo here: https://xmrrwallet.com/cmx.plnkd.in/eKuE3ck6