MONEY & LIFE

Call it a comeback

Happy June. As we creep up on 2024’s halfway mark, we’re reflecting on something we’ve been talking about a lot this year: the Feminization of Wealth.

It’s a term we coined to describe a world in which women have more money. And this world isn’t just a daydream. It’s a world where, dare we say, women write their own comeback stories.

Like the social entrepreneur Zita Cobb, who is rethinking and revitalizing a local economy that had been destroyed by overfishing. (Raise your hand if you’re now daydreaming about traveling to Newfoundland.)

Like Simone Biles and Sha’Carri Richardson, who don’t have “quit” in their vocabulary.

Like Sophia Bush knowing that it’s never too late to choose yourself.

And just like the thousands of women invested with Ellevest who know that money is more than just money.

So this week, we’re sharing some ideas that can help you make the most of your next comeback. Because it’s amazing to realize that the comeback that’s‌ within your grasp, the thing you can do today, is waiting for you.

Rooting for you always,

The Ellevest Team

Do you have a recent financial comeback story? We’d love to hear about it at questions@ellevest.com, or via Google form.

Share your story

EXCLUSIVE OFFER

Plan for your goals (we’ll help you invest toward them)

Purchase any comprehensive planning package and receive a $300 investing credit in your Ellevest account.* Book a complimentary call with our all-women team to get started!

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SO LONG, LIFESTYLE CREEP

Keeping your fixed costs down as your income goes up is probably the easiest way to help that Future You part of your budget grow.

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“It’s never too late to earn more and save more money.”

‌— Natalie, 54, from Seattle, WA shares her #1 piece of money advice for other women. Book a consultation here with our team to follow this wisdom.

🔗 Linkin’ up

🪴 JUST FACTS: Economies with women’s full participation have more room to grow.
🩷 PLANNING AHEAD: “For now, buying time by freezing my eggs is the best thing I can do to love myself.” Join Ellevest and Maven for a one-time-only webinar on family planning next week.
🎢 ALONG FOR THE RIDE: Five steps to help alleviate some stress and plan a comeback after losing your job.
🎶 RESURFACING: “In the last 10 years, I say whatever comes to mind. I feel more freedom daily to be who I am.” Catch up with Sarah McLachlan.
🔊 ORIGIN STORY: CEO Sallie Krawcheck shares the story behind Ellevest and why we’ve always done things differently.

Do Future You a favor and start investing in minutes.

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This week’s newsletter was brought to you while buzzing about this gesture. Forward it to your friends who need their own sign.

DISCLOSURES

*The “Comprehensive Planning | $300 Investment Credit” Promotional offer is for those who 1) are first time purchasers of a Comprehensive Planning package on or before 11:59 PM EST on 6/30/2024 (the “Promotional Period”), 2) make an initial deposit of $1 or more into an Ellevest non-retirement investment account, and 3) are a client at the time the $300 is applied to your account. This Promotional Offer cannot be applied to a previous comprehensive planning package purchase, and is only available to those who successfully complete the purchase before the Promotional Period ends.

This Promotional Offer is not valid in conjunction and cannot be combined with any other offers or promotions, including our Pay Over Time options. Clients who purchase a Comprehensive Planning package before the end of the Promotional Period will pay an Ellevest plan fee starting on the date the Ellevest Plan Terms and Conditions Agreement is acknowledged (the “Effective Date”).

Refunds: If purchasers request a refund before the $300 has been added to their Ellevest investment account, our normal refund policies apply and they would no longer be eligible for the credit. If a refund is requested after the $300 credit has been added to their Ellevest investment account, we would deduct the $300 and refund the remaining balance. Client takes on market risk if they choose to refund.

Digital clients who purchase a Comprehensive Planning package during the Promotional Period and make an initial deposit of $1 or more to a non-retirement investment account within the Promotional Period will receive $300 added to their Ellevest investment account. Ellevest’s processing time for depositing $300 into a client’s Ellevest account may be up to 90 days after the Promotional Period ends.

Ellevest reserves the right to refuse to award you the Promotional offer if it determines, in our sole discretion, that the promotion was claimed under wrongful or fraudulent circumstances, that your participation is against the spirit of the program, that making payment would constitute a violation of your Ellevest Plan Terms and Conditions Agreement or applicable federal or state law, or that incomplete or inaccurate information was provided. Ellevest reserves the right to end or modify any promotion at any time.

Ellevest fees and additional information can be found at www.ellevest.com. Other fees as described in Ellevest’s Wrap Fee Program Brochure and the Ellevest Plan Terms and Conditions Agreement will continue to apply.

All opinions and views expressed by Ellevest are current as of the date of this writing, are for informational purposes only, and do not constitute or imply an endorsement of any third party’s products or services.

Information was obtained from third-party sources, which we believe to be reliable but are not guaranteed for accuracy or completeness.

The information provided should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities, and should not be considered specific legal, investment, or tax advice.

The information provided does not take into account the specific objectives, financial situation, or particular needs of any specific person.

Investing entails risk, including the possible loss of principal, and past performance is not predictive of future results.

Ellevest, Inc. is a SEC registered investment adviser. Ellevest fees and additional information can be found at www.ellevest.com.

Maven Clinic is not affiliated with Ellevest and was not compensated for their involvement in this webinar.

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What The Elle - ☕ Comeback stories we all deserve

Call it a comeback

Plan for your goals (we’ll help you invest toward them)

“It’s never too late to earn more and save more money.”

Do Future You a favor and start investing in minutes.

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