📅 We’ll See You There: This Week's Events!

Including: getting back to the financial basics. ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ 
 
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Text reading, “This Week’s Community Lineup.” Also, people video conferencing, an envelope, and a chart. Illustration.

Happy Monday! We’ve got a full schedule of live workshops and community events for the week ahead. Check them out, sign up, and we’ll see you there.

Mark your calendar

Open Office Hours: Here’s your chance to ask a CFP® professional that burning money question on your mind. 🔥

TUESDAY 1 PM ET: Sign up

How to Be a Great People Leader: Because when your team succeeds, you succeed. 👏🏽

TUESDAY 3 PM ET: Sign up

A Q&A on the Return of Student Loans: No reason to panic — our coaches will show you how to prep for the big day. 👩🏼‍🎓

TUESDAY 8 PM ET: Sign up

How Investing Works, Part 1: The Basics: We won’t mansplain it to you, promise. ✋🏽

WEDNESDAY 12 PM ET: Sign up

Financial Wellness Basics: Money Coach Sofia Figueroa will cover how to build a strong financial foundation on Instagram Live.

WEDNESDAY 2 PM ET: Sign up

Your Money and Your Values: Make more meaningful money moves. 🌿

WEDNESDAY 7 PM ET: Sign up

How Investing Works, Part 2: Learn to Invest: You’re going to be a pro in no time. 📈

THURSDAY 2 PM ET: Sign up


Busy this week? Check out all upcoming workshop dates and times.

 
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Check off that box!

Chat through your money questions with a coach — one-on-one. From how much should go in your emergency fund, to the pros and cons of a 401(k) vs an IRA, to how to start saving for a big goal.

CHECK UP ON YOUR MONEY >

An illustration of one woman waving from a computer screen while the other walks along a wire toward herself in a suit, walking along some stepping stones.

Negotiation 101

Time to own the negotiation table. Book a 1:1 with a career coach, who will talk you through the strategy you need to make the ask — with clarity and confidence.⁠

GET PREPPED >

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20% off the Financial Wellness Collection!

Financial wellness is a journey — not a destination. And your best travel partner for this particular voyage is an Ellevest coach. Book a 1:1 or small-group session from our Financial Wellness Collection today (on sale for a limited time!) and get started.*

BOOK NOW >

 

Members’ corner

Hey, members! Don’t forget about our totally free, totally useful worksheets. Here are a couple we’re highlighting this week:

Non-monthly expenses tracker: This one’s for those more irregular expenses that’ll throw you for a loop — quarterly car insurance payments, big birthday bashes, etc.

Freelancing rate calculator: Freelancing can feel like playing Jenga with your finances. Stay on top of it with this calculator, which will help you figure out how much you need to be charging to fund your life.

Love these? Find even more of them on your Learn page when you log into your account.


 

Get one month *free* and $20 to invest with code DOWELL.**

 JOIN MEMBERSHIP 

Want more? Here’s the full list of courses, worksheets, and workshops available with Ellevest.

FOLLOW US

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DISCLOSURES
 
The “FINANCIAL WELLNESS” promotion is available for those who purchase select sessions on or before 11:59 PM ET on 10/20/21 (the “Promotional Period”). Customers who purchase a session before the end of the Promotional Period will receive a 20% discount on their purchase. Limit one per customer.
The “Financial Wellness” Promotional offer is for those who 1) sign up for an Ellevest Essential, Ellevest Plus or Ellevest Executive membership service and 2) make an initial deposit of $1 or more into an Ellevest non-retirement investment account on or before 11:59 PM EST on 10/20/2021 (the “Promotional Period”). This Promotional Offer cannot be applied to an annual or existing Ellevest membership service, and is only available to the first 500 eligible new Ellevest membership clients who redeem it before the Promotional Period ends. This Promotional Offer is not valid in conjunction and cannot be combined with any other offers or promotions. Membership clients who enroll with promo code “DOWELL” before the end of the Promotional Period will pay no Ellevest Membership fee for the first month of their membership period, starting on the date the membership agreement is acknowledged (the “Effective Date”). After 1 month from the Effective Date, the applicable fees for the Membership service selected will be reinstated and other fees as described in Ellevest’s Wrap Fee Program Brochure and the Ellevest Membership Terms and Conditions Agreement will continue to apply. Membership clients who enroll with promo code “DOWELL” and make an initial deposit of $1 or more to a non-retirement investment account within the Promotional Period will receive $20 added to their Ellevest investment account. Ellevest’s processing time for depositing $20 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 its 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 Membership 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 Membership fees are as follows: Ellevest Essential is $1 per month, Ellevest Plus is $5 per month, and Ellevest Executive is $9. Other fees as described in Ellevest’s Wrap Fee Program Brochure and the Ellevest Membership Terms and Conditions Agreement will continue to apply. Ellevest doesn’t require Members to maintain a minimum investment account balance. However, there are portfolio-specific minimums (ranging from $1 to approximately $240). You may not receive the entire recommended portfolio until your account balance meets the respective portfolio minimum. Ellevest will not rebalance a portfolio until it meets the respective account balance minimum necessary to generate the required shares. This minimum is a function of portfolio allocation and the share price of individual holdings, which will vary.
All opinions and views expressed by Ellevest are current as of the date of this writing, for informational purposes only, and do not constitute or imply an endorsement of any third party’s products or services.
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 there is no assurance that the investment will provide positive performance over any period of time.
Banking products and services are provided by Coastal Community Bank (“Coastal”), Member FDIC, pursuant to license by Mastercard International. Your Ellevest Spend and Ellevest Save account deposits will be insured to the regulatory limits by the FDIC through Coastal Community Bank, Member FDIC.
Funds held in your Ellevest investment accounts are not FDIC insured, not guaranteed by Coastal, and may lose value. Ellevest does not guarantee investment performance.
Ellevest Membership fees are as follows: Ellevest Essential is $1 per month, Ellevest Plus is $5 per month, and Ellevest Executive is $9. Other fees as described in Ellevest’s Wrap Fee Program Brochure and the Ellevest Membership Terms and Conditions Agreement will continue to apply.
 
 
 

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💸 Money Cheat Sheet: Your Financial Foundation

Thursday, September 23, 2021

Plus: how to stop feeling guilty about spending money. ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

💸 Opinionated: What’s Financial Wellness to You?

Tuesday, September 21, 2021

Plus, a guide to getting started and how you feel about prenups. ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

📅 We Planned Your Week For You!

Monday, September 20, 2021

Including: A *special* IG Live with CEO Sallie Krawcheck. ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

💸 Money Cheat Sheet: How Do You Spend “Intentionally”?

Thursday, September 16, 2021

Plus: Intentional investing and how to name your values. ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

🍂 Opinionated: Real Quick … Temperature Check!

Tuesday, September 14, 2021

Plus, the homebuying frenzy and advice for Britney. ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

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Monday, September 27, 2021

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Tuesday, September 21, 2021

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Thursday, October 21, 2021

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Credit Suisse’s healthcare advisory unit suffers mass exodus

Thursday, October 21, 2021

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Thursday, October 21, 2021

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Thursday, October 21, 2021

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Thursday, October 21, 2021

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Wednesday, October 20, 2021

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Wednesday, October 20, 2021

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Wednesday, October 20, 2021

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Issue #116: My Coke Zero addiction just changed my stock strategy

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