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Dictionary of Investing TermsI was training with my Grief Coach Academy associates this past weekend in LA, and the recurring theme that coaches in both the US and Canada relayed were that their particular female clients were very unsure about their financial futures, and were seeking assurances and guidance regarding their investments.

I resonate fully with that in that one of the huge detriments of the advent of the Internet is the overwhelming and thus paralyzing amount of information on any topic—not the least of which is investing.  While information CAN prove powerful, the more likely result of blind Google searches is confusion, wasted time attempting to vet the providers’ veracity, and inability to piece the information into one’s OWN intricate puzzle.  And even if/when those investment puzzle pieces can indeed be put together into an arrangement that appears coherent, one then has to imagine whether there is an adverse income or estate tax implication to follow, and if so, is it sufficient to warrant an edit of the investment advice, or not.

Ultimately as investors, we need to walk the tightrope of not allowing the tax tail to wag the investment dog, all the while cognizant that investment and taxes are inextricably connected.

For years now, I have been asked to shed some light on investing for beginners, so believing that women and money are also inextricably connected, I thought, where better to start than by defining some terms.  As such I wrote Ms. Morrison’s Dictionary of Useful Financial Investment Terms to equip investors with some basic knowledge, which you can purchase by clicking the link below:

Ms. Morrison’s Updated Dictionary of Useful Financial Investment Terms

I am committed to empower women about their finances, so that they can pack more options into their lives; using money simply as a powerful tool that indeed can purchase more options/opportunities.  If you wish to receive information, please sign up for those topics/information that interests you, here on the pages of my website.

We Can Do It Women!™


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