NEWS, EVENTS
& MORE
Lori Zager and Lisa James discussed recent market volatility, short-selling, clearinghouses and more with Jessica Matthews of FinancialPlanning.
Lori Zager appeared on Yahoo Finance’s The Ticker show in New York City last Friday to discuss our current market views. She provided insights into underlying weaknesses in the US economy, the trajectory of the trade war, Federal Reserve actions, and the importance of oil prices. Further, Lori highlighted portfolio strategies to use in uncertain environments, emphasizing the use of gold as an uncorrelated asset.
The seminar offered financial planning case studies to address competing spending and savings objectives including student loan repayment, saving for retirement, and home down payments. We also discussed investment portfolios compatible with various risk profiles.
Thank you to ThirdLove® for providing a forum for teammates to learn more about personal finance.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
It was a pleasure to attend the San Francisco Business Times’ recent awards ceremony honoring The Most Influential Women in Business. The event recognized outstanding women leaders who work with public companies, large private companies and non-profit institutions. Nominees were evaluated based on their influence in their industries and communities, including board affiliations and other leadership roles.
2X Wealth Group offers customized seminars to women at Bay Area companies. In a recent seminar at a leading tech company, we used a case study approach to explain financial planning concepts that directly applied to the audience including employee stock option plans, restricted stock units and Roth 401K plans. To further engage the audience, we played an investment game demonstrating how personal risk tolerance influences portfolio style and investment performance. The seminar led to lively and engaging discussions.
2X Wealth Group's Co-founder Lori Zager discusses the challenges many women face when managing their finances and the opportunities they have to take control of their financial future, with Alan Olsen on "The American Dreams Show."
At some point in their lives, 80% of women will be responsible for their financial security. Lori Zager of 2X Wealth Group, an Ingalls & Snyder LLC team, joined Yahoo! Finance’s “The Final Round” from the Manhattan studio to discuss her outlook for the markets and how to help women navigate their finances. 2X Wealth Group is led by two female Wall Street veterans who have personal experience with financial matters unique to women.
2X Wealth Group attended Oppenheimer’s 2019 Research Symposium in March 2019 in New York City to investigate market trends and developments. Topics of interest included Emerging Markets, Portfolio Construction and Risk Management. We look forward to sharing these newly gained insights with you.
Listen to 2X Wealth Group’s latest podcast and learn why they started their business to help women secure their financial futures.
OppenheimerFunds sought out 2X Wealth Group’s opinions regarding how gender affects financial decisions.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2018). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
The 2X Wealth Group team attended the recent CrushYourBLOCK Money workshop in San Francisco. What’s a BLOCK, you ask? According to the CrushYourBLOCK Navigators…
"Our brains always have a quick pause when they are facing a decision. The challenge happens when too much or too little information causes us to become afraid or confused, and we pause - and then are unable to move forward. We call the jumble in your mind, the alerts, advice, rules, and deep seated beliefs that may no longer be true for you... that stops you from moving forward, BLOCKS."
Whether you need a simple moment to sort ideas, a major jump-start or to be gently guided towards the change you desire - we're dedicated to providing space, tools, process and information to crush your blocks faster
The views and opinions expressed in the posts on this page are those of the author and do not necessarily reflect the position or views of Ingalls & Snyder, LLC. Certain content on this page were originally posted in a personal blog maintained and operated independently by the author prior to joining Ingalls & Snyder, LLC.
The content on this page are for informational purposes, and is not intended to be a formal research report, a general guide to investing, or as a source of any specific investment recommendations and makes no implied or express recommendations concerning the manner in which any accounts should be handled. Any opinions expressed in this material are only current opinions and while the information contained is believed to be reliable there is no representation that it is accurate or complete and it should not be relied upon as such. Investing involves risk, including loss of principal, and no assurance can be given that a specific investment objective will be achieved.
