Ellevest - Investing through it all

Hi there,

It’s barely January, yet so much has happened already — and this coming year is sure to bring about more change. As I share in my annual market outlook, change is the only constant in life. It can be scary, but it can also be a tremendous opportunity for growth — learning, reflecting, taking on different challenges, starting a new chapter.

For me, I entered 2025 in a new role as co-CEO of Ellevest (while remaining the Chief Investment Officer, a title I’ve proudly held here for the last decade).

For you, maybe you entered the new year embracing unexpected challenges too. And the last thing you need to worry about is your finances — or your financial future.

Let Ellevest take that off your plate.

Our team can help you remove financial stress from the equation of your life and ‌help you plan for those inevitable changes to come — to make getting from point A to point B to point C feel easier.

We want to help you reach your goals. Period.

We believe when you invest in a diversified investment portfolio (a bit out of every paycheck, whether markets are up or down), you have a higher probability of achieving the life you want.

To help you get started, we’re gifting you one month free of Ellevest and a complimentary consultation with an Ellevest CFP® pro when you sign up using code PLANAHEAD.

Wishing you a healthy, happy, resilient 2025 — the year you invest in yourself.

DR. SYLVIA KWAN, CFA®, CAIA®
CO-CEO AND CIO