Future Returns: Invest for Goals Instead of Returns

Primary tabs

Future Returns: Invest for Goals Instead of Returns

Pixabay

Pixabay

tweet me:
CIO Katie Nixon is featured in @Barron’s on how goals-driven investing addresses the unique needs of women. http://bit.ly/2XQfTff @NTCSR #womeninfinance
Monday, June 17, 2019 - 8:55am

Northern Trust has discovered the best way to bring female clients into the investment process is to show how their portfolio can fund their current lifestyle and their goals, instead of talking about how they are going to invest to beat the market.

This is important because women are increasingly taking a lead role in their family’s finances, either intentionally or unintentionally, through “death, divorce, and inheritance,” says Katie Nixon, chief investment officer for Northern Trust Wealth Management. While women hold about 40% of investable assets today, there are predictions that percentage could rise to more than 66% in the next 20 years.

Click here to continue reading