Author: Cassie Powers

Valley sisters create platform to help women find vetted financial advisors

Svvy on 12News Money Saving Monday

According to an FTC report, women are 26% more likely to be targeted by financial fraudsters. PHOENIX — On this Money Saving Monday, we’re tackling the alarming stats surrounding women and their finances. According to a Federal Trade Commission report, women are 26% more likely to be targeted by financial fraudsters, and studies show one… Continue reading Valley sisters create platform to help women find vetted financial advisors

Financial Freedom on Autopilot: A Svvy® Woman’s Guide to Automating Your Finances Today

Automate your investments today for a brighter financial future!

Picture yourself waking up each day with your bills paid, savings growing, and investments working for you. Many aspire for that kind of financial freedom, and it is possible to enjoy this future with some planning today. In fact, economic freedom is not about working harder or burning yourself out. Instead, it is about setting… Continue reading Financial Freedom on Autopilot: A Svvy® Woman’s Guide to Automating Your Finances Today

Timing the Stock Market—Can You Control It?

Navigate and time the stock market confidently with expert guidance from a licensed financial advisor for a brighter future.

Timing the Stock Market—Can You Control It? The first quarter of 2025 has already been a wild ride for stock market investors. Uncertainty surrounding cuts made by DOGE and President Trump’s tariff strategy has resulted in a volatile stock market. The old adage “Buy low, sell high” has always been simplistic. After all, if it… Continue reading Timing the Stock Market—Can You Control It?

Finalist founded her RIA at just 29 years old

InvestmentNews Awards 2024, Advisor of the Year (Regional – Southwest): Jenna Biancavilla, Pearl Capital Management, Svvy® Jenna Biancavilla’s career could have looked differently today had she pursued the healthcare industry. Despite going to school for pre-med and volunteering in hospitals as a young freshman out of college, blending her passion for science and math, she… Continue reading Finalist founded her RIA at just 29 years old

🎙️ Podcast: Wings of Inspired Business with Melinda Wittstock: Podcast Episode #908

(Click Here) Listen NOW to Episode #908 Podcast  

Financial Planning: A Beginner’s Guide

GOBankingRates reached out to financial experts about how to create a financial plan, and many of them referenced the six steps in the financial planning process, according to the Certified Financial Planner Board of Standards. Here’s what those steps are and how the experts suggested navigating them. What Is Financial Planning? According to the CFP… Continue reading Financial Planning: A Beginner’s Guide