Women and Wealth
Women now make the majority of household investment decisions, are set to inherit the largest share of the $84 trillion generational wealth transfer, and control a growing portion of total U.S. financial assets. The advisory profession serving them still looks very different. As of July 2025, only 23.9% of CERTIFIED FINANCIAL PLANNER™ professionals are women,…
Women’s Equality Day is observed on August 26 each year, marking the 1920 ratification of the 19th Amendment, which granted women the right to vote. That milestone took nearly a century of organizing to achieve. The U.S. National Archives preserves the original document as a reminder of how long structural change actually takes. The conversation…
For years, the explanation for women’s slower rate of advancement was that they simply wanted it less. The McKinsey Women in the Workplace 2025 report, drawing on 124 organizations, put that argument to rest: when women receive the same career support as men, the gap in desire to advance disappears entirely. The report called it…
There’s a version of this conversation that’s been happening for decades: women are less financially confident, the research shows a gap, and the conclusion is that women need more education. That framing is outdated. The more useful question is why confidence doesn’t always match capability, what life circumstances shape the planning picture for women specifically,…
Women are controlling more wealth than ever before – and increasingly, they’re seeking advisors who understand the financial realities that shape their lives. Bouchey Financial Group built its Women & Wealth initiative around exactly that premise: that women deserve financial guidance tailored to their goals, life stages, and long-term priorities – delivered by a team…
Last night was all about fostering empowering connections! Nicole, Sam, and Katie had the privilege of attending an incredible Women in Business networking event hosted at the beautiful Dance Fire Studio and organized by the Saratoga Chamber. The evening was a perfect blend of inspiration, collaboration, and creativity. We’re so grateful to the amazing…
Katie, Nicole, and Jamie attended the Women’s Business Council (WBC) luncheon this week. It was a networking and interactive skills workshop where teams discussed emotional awareness and resulting emotional action scenarios. The event was designed for leaders and aspiring professionals to enhance leadership skills and tools to foster stronger teams within your organization. The…