Women are breaking glass ceilings; we are breaking the mold.
What We Know
According to the 2022 Capgemini World Wealth Report, over the next two generations, women will inherit 70% of global wealth. By 2030, women are expected to manage two-thirds of household wealth.
What is Her Wealth® by Colony?
A conversation that places a spotlight on financial topics most relevant to women by providing accessible resources; driving progress toward a more inclusive financial industry and featuring The Colony Group professionals behind it all.
Join the conversation today!
Why Her Wealth® by Colony?
Women have specific considerations when it comes to life’s most transitional moments (maternity leave; childcare; eldercare; longer life expectancy) and the financial responsibilities that come with them. So when it comes to managing wealth, women think about it differently. Statistically, women investors are known to be: more risk-averse; take more time evaluating investments before moving forward; naturally hold portfolios with greater diversity; are less active and naturally patient in times of market volatility; approach investing with a long-term view; and place a great degree of importance on value, sustainable investing, and philanthropic giving. What does this all equate to? Women are effective investors who consistently generate strong returns.
With women governing their financial lives so distinctly, we at The Colony Group were inspired to create a financial platform for women investors; one that is approachable, engaging, and connects investors with The Colony Group professionals who are passionate about sharing their expertise and empowering investors to be confident stewards of their wealth.
Her Wealth by Colony's Contributions
Her Wealth by Colony produces content that elevates women professionals and investors, revolutionizing their space in the evolving finance industry while simultaneously supporting The Colony Group’s initiatives like Diversity, Equity, and Inclusion and our Net Positive Pledge, portions of which focus on gender equity, financial literacy, hiring and retention, mentorship, and career development.
Financial Life Cycles
Financial Life Cycles: Managing Finances During and After Divorce
What are some of the mistakes women make when considering the financial implications of divorce? In this episode, The Colony Group’s, Kristina Saunders, CIMA®, CFP®, Senior Portfolio Manager, meets with…...
Financial Life Cycles: Financial Considerations for Divorce
Meditation, collaborative law, and traditional (lawyer-to-lawyer) can impact a family immensely during the divorce process. In this episode, The Colony Group’s, Kristina Saunders, CIMA®, CFP®, Senior Portfolio Manager, meets with…...
Financial Life Cycles: Discovering Purpose – Finding New Passions in Non-Profit Work and Engagement
In this episode, The Colony Group’s, Kristina Saunders, CIMA®, CFP®, Senior Portfolio Manager, meets with Lauren Ledger, MBA, CFP®, Senior Wealth Advisor. Together, they discuss the benefits of being involved…...
Financial Life Cycles: Living Within The Sandwich Generation
Taking care of your aging parents while simultaneously caring for your dependent children all while working can raise some challenges. The Colony Group’s Senior Portfolio Manager, Kristina Saunders, CIMA®, CFP®…...
Financial Life Cycles: Considerations When Looking to Sell Your Business
In this episode, TCG’s Senior Portfolio Manager, Kristina Saunders, CIMA®, CFP® meets with co-founder and Executive Chair of Food52, Inc., Amanda Hesser. Known as one of the world’s 50 most…...
Financial Life Cycles: Negotiating Your Salary
In this episode, TCG’s Senior Portfolio Manager, Kristina Saunders, CIMA®, CFP® sits down with career transition advisor, Marti Fischer of the Marti Fischer Group. Together they discuss the tools needed…...
Financial Life Cycles: The Basics of Starting a Business
In this episode, The Colony Group Senior Portfolio Manager, Kristina Saunders, CIMA®, CFP® meets with the Co-founder and Executive Chair of Food52, Inc., Amanda Hesser. Known as one of the…...
Financial Life Cycles: Claiming Social Security
In this episode, TCG’s Senior Portfolio Manager, Kristina Saunders, CIMA®, CFP® and Wealth Advisor, Margaret Watson, CPA, CFP® discuss the complex world of Social Security and important considerations when developing…...
Financial Life Cycles: Family Financial Planning for College Age Students
In this episode, TCG’s Senior Portfolio Manager, Kristina Saunders, CIMA®, CFP®, and Senior Wealth Advisor, Shellie Kurek Peters, dive into the complex world of college saving, planning, and plan options…...
Financial Life Cycles: Getting Married/Co-Habitation
In this episode, TCG’s Senior Portfolio Manager, Kristina Saunders, CIMA®, CFP® and Senior Wealth Advisor, Lauren Ledger discuss the topic of co-habitation and the importance of understanding and protecting your…...
Financial Life Cycles: Beginning Your Professional Journey
In our premiere episode, TCG’s Senior Portfolio Manager, Kristina Saunders, CIMA®, CFP®, and Wealth Advisor, Christine Crigler discuss all the many layers to kick-starting your career, from initiating long-term career…...
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Everything You Always Wanted to Know About...
Everything You Always Wanted to Know About: Flexible Savings Accounts (FSAs)
As part of The Colony Group’s “Everything You Always Wanted to Know About…” financial education series sponsored by Her Wealth and Your Wealth, Christine A. Crigler, CFP® CPWA®, Wealth Advisor,…...
Everything You Always Wanted to Know About: Restricted Stock Units (RSUs)
As part of The Colony Group’s “Everything You Always Wanted to Know About…” financial education series sponsored by Her Wealth and Your Wealth, JonPaul McBride, Wealth Advisor, shares how restricted…...
Everything You Always Wanted to Know About Maintaining a Healthy Credit Score – Giancarlo Plati
As part of The Colony Group’s “Everything You Always Wanted to Know About…” financial education series sponsored by Her Wealth and Your Wealth, Giancarlo Plati, CIMA®, CRPS® Retirement Plan Advisor,…...
Everything You Always Wanted to Know About: Types of Mortgages
In Part I of TCG’s “Mortages” episodes, The Colony Group’s Matthew H. Foster, JD, CFP, Senior Wealth Advisor discussed types of mortgages to consider. Want to learn more about choosing…...
Everything You Always Wanted to Know About: Budgeting
The Colony Group’s Heather Anthony, CPA, Senior Tax Manager, shares her tips on creating and maintaining a budgeting or spending plan. Tune in now....
Everything You Always Wanted to Know About: Debt
What’s the difference between productive debt and destructive debt? The Colony Group’s Jennifer Stevens, MSA, CFP®, Associate Wealth Advisor, explains in this video....
Everything You Always Wanted to Know About: Charitable Contributions
Learn how to maximize the tax benefit of charitable contributions in this video by The Colony Group’s Heather Anthony, CPA, Senior Tax Manager. From donating to charitable organizations and donor…...
Everything You Always Wanted to Know About: 529 Plans
What’s a 529 plan and its major benefits? Hear from The Colony Group’s Nicole Steinwedell, Associate Wealth Advisor, about this tax-advantaged savings account that is designed for the beneficiary’s education…...
Everything You Always Wanted to Know About: 401(k)s
How do you make the most out of your 401(k) contribution? The Colony Group’s Giancarlo Plati, Retirement Plan Advisor, shares his insights and tips in this video....
Everything You Always Wanted to Know About: Becoming an Informed Investor
Looking to become a more savvy investor? The Colony Group’s Kristina Saunders, CFP®, CIMA®, Senior Portfolio Manager, suggests that you ask three key questions on your journey of becoming an…...
Episodes
Nan Vlad: Flute to Finance
The Colony Group’s Nan Vlad, Senior Wealth Advisor and Principal, shares her journey from a life in the performing arts to financial services. Tune in to a special episode sponsored by Her…...
Nicole Steinwedell: Starring in a New Role
For Colony Group Associate Wealth Advisor, Nicole Steinwedell, a career in financial services was never part of the plan, but when her curiosity about the industry piqued, she left behind…...
Indrika Arnold: Turning Challenges into Confidence
Growing up in Sri Lanka and finding her way to finance, The Colony Group’s Indrika Arnold, Senior Wealth Advisor, and Principal, is no stranger to stepping outside her comfort zone.…...
Whitney Turner: Money and Basketball
How are D1 basketball and the finance industry similar? The Colony Group’s Whitney Turner, Client Service Associate, will tell you! Here, Whitney discusses how lessons she’s taken from her time…...
Queen Harambee: Leveraging Opportunities
The Colony Group’s Queen Harambee, Client Service Manager, left Africa with her family for a better life and new opportunities. How did that journey shape her perspective and ambitions today?…...
Lorri Unumb: Changing the Autism System
After her son’s autism diagnosis, Lorri Unumb’s life changed entirely. Lorri is a lawyer, mother, and internationally renowned autism advocate. Her work has been critical in the autism insurance reform…...
Laura Jorgensen and Courteney Lowe: Cycling to Fueling
In this episode of Seeking the Extraordinary, The Colony Group’s President, Vice Chairman and Chief Culture Officer, Ron Rubin, speaks with Laura Jorgensen and Courteney Lowe of Fuel Goods. How…...
Catherine Kimmel and Sarah Adolphson: Connecting Entertainment and Philanthropy
The Colony Group’s Managing Director and Senior Wealth Advisor, Brad Levin, sits down with Catherine Kimmel and Sarah Adolphson, Co-Founders and Co-CEOs of the Artemis Agency. This unique agency helps…...
Lauren Ledger: Creating Community
In this special episode of Seeking the Extraordinary, sponsored by Her Wealth, The Colony Group’s Nicole Steinwedell, Associate Wealth Advisor, chats with The Colony Group’s Lauren Ledger, Senior Wealth Advisor.…...
Phyllis Greenberger: Sex Cells
In this special episode of Seeking the Extraordinary, sponsored by Her Wealth, The Colony Group’s Kristina Saunders, Senior Portfolio Manager, chats with Author and Women’s Health Consultant, Phyllis Greenberger. Phyllis…...
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Resources
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