Women of WSO - personal finance
Just curious- how many of y’all mange your own personal finance/invest ?
And know women in your circles - non finance who do?
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I don’t know anyone who uses a financial advisor that works in finance. Most college courses have a course with heavy stock curriculum or stock clubs outside of class
Yeah true but the vast majority still does not invest?
I have an advisor (who is pretty useless) but I keep him because managed accounts are easier for compliance reasons plus he can put my money in single name stocks and ETFs in my sector (I work in O&G and am banned from energy etfs in no managed accounts so this was super helpful in 2022). The other reason he’s nice is I can call him directly when I need something instead of the bank hotline (when the atm stole my card in Brazil and I needed them to overnight mail me a new one etc.)
Otherwise I just have a fidelity account where I dump everything in the S&P and a few other index funds.
breaking compliance rules for single stock selection in your section? Big dumb
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