Tag: episode_1554

PAY ATTENTION TO THE CULTURE OF THE PEOPLE AND FIRMS YOU INVEST WITH

June 29, 2019
PAY ATTENTION TO THE CULTURE OF THE PEOPLE AND
FIRMS YOU INVEST WITH

  • Certified Financial Planner (CFP)
  • Chartered Financial Analyst (CFA)
  • Certified Investment Management Associate (CIMA)

Does the advisor:

  • Understand & agree with your objectives?
  • Pay attention to your comfort levels?
  • Have a realistic & workable plan to achieve your goals?
  • Have the same values & priorities?
  • Emphasize long-term outcomes & investments?

Watch the related WEALTHTRACK episode.

HUNG: ENGINEERING CAREER SUCCESS

June 29, 2019

ENGINEERING CAREER SUCCESS

Yie-Hsin Hung, who runs the $550 million plus investment arm of New York Life has been recognized as one of the most powerful women in finance, but her college degree was in mechanical engineering.

Watch the related WEALTHTRACK episode.

51% of Personal Wealth in the U.S. Is Controlled by Women

June 29, 2019

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51% OF PERSONAL WEALTH IN THE U.S. IS CONTROLLED BY WOMEN

June 28, 2019

Better financial advice for women with Yie-Hsin Hung, one of the most powerful women in finance.

The economic might of women is large and growing. According to research put together by New York Life Investment Management, 51% of the personal wealth in the U.S. is controlled by women – an estimated $22 trillion worth.

That number is expected to jump by 30% percent to nearly $29 trillion over the next 40 years as intergenerational wealth is handed over. Women are the key financial decision makers: 96% of women have a primary or shared responsibility for family financial decisions, yet there is a gap in how women view and handle money.
Women score lower than men on financial literacy tests, and women invest less – by one study 40% less.

Yie-Hsin Hung, is determined to change this dynamic and she is in a position to do that.
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