Moneypenny Minute: Your Finance Moment

What is Liquidity?  Market liquidity is a market’s feature whereby an individual can buy or sell an asset without causing a big change in the asset’s price. Liquidity involves the trade-off between the price at which an asset can be sold, and how fast the asset… Read More >>

Moneypenny Minute: Your Finance Moment

Financial Freedom vs Financial Independence – Financial Freedom – living the life you want in a state of financial comfort and liberated state of mind. Financial Independence – the state of having enough wealth to pay for your living expenses for the rest of your life without employment…. Read More >>

The Heart-Centered Guide to Managing an Inheritance

After managing the challenges of a loved one’s passing, many heirs are often too emotionally exhausted to touch their inheritances. This is absolutely understandable, and it’s essential to find moments of rest in difficult times. But what if we begin to think of inheritance as an… Read More >>

Moneypenny Minute: Your Finance Moment

Did you know that there are investments that support LGBTQ+? If you are looking for investments to support your community here are a few funds to explore: Vanguard FTSE Social Index Fund (VFTAX); expense ratio: 0.12%. Change Finance US Large Cap Fossil Fuel-Free ETF (CHGX); expense ratio:… Read More >>

How LGBTQ+ Families Can Build Wealth Over a Lifetime

For many LGBTQ+ families, thinking beyond convention is essential to a vibrant family life. Whether you’ve found a family in a tight-knit community or in a long-term partnership with adopted children, there are many ways to build a home. Finance for the LGBTQ+ family need be… Read More >>

Moneypenny Minute: Your Finance Moment

“It’s a woman’s right to control her own destiny, to be able to make choices without the Big Brother state telling her what she can and cannot do.” –Ruth Bader Ginsburg Over the years, we have found that when women take control of their finances, they… Read More >>

Moneypenny Minute: Your Finance Moment

Preserving wealth, through estate planning trusts. Families may be able to preserve family wealth by using various estate planning trusts such as Revocable Living Trusts, Irrevocable Life Insurance Trusts, Special Needs Trusts, and Charitable Trusts. Understanding how to use the various estate planning trusts may be… Read More >>

Moneypenny Minute: Your Finance Moment

Increasing women’s economic power, through Gender Lens Investing. Today, female investors are wanting to use their increasing wealth to promote gender equality as part of an investment strategy.

Singer Wealth Management