The Humphreys Group @1HumphreysGroup
Women-owned & -operated wealth management firm. #BCorp. Champion of #impactinvesting. Featured in @Forbes, @sfchronicle, @nytimes & more. https://t.co/oLsXQfAAqH humphreysgroup.com San Francisco, CA Joined April 2015-
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There’s still time to join The Humphreys Group President Diane Bourdo at the 2024 @NAPFA Spring Conference in Forth Worth. You can catch her in the breakout session “Running a Firm: Is it Different for Female Advisors?". Registration is still available. napfa.org/conferences/na…
Should emotions be kept separate from money and investing? In reality, it is nearly impossible to detach your feelings from your decisions. The notion that one should compartmentalize these emotions is unrealistic. Read more about this myth here: humphreysgroup.com/resources/rewr…
Budgeting isn't just for penny-pinching—it's key to long-term financial success, even for the affluent! Discover 5 reasons why strategic #budgeting is essential for preserving wealth, achieving your goals, and leaving a lasting legacy. #financialplanning humphreysgroup.com/millionaires-n…
Money matters can be daunting. In our experience, women are already money smart. We often serve as the de facto family CFO, have budding or demanding careers, and/or valuable volunteer experience—a great starting point for learning more. humphreysgroup.com/new-to-the-inv…
By earning B Corporation certification, The Humphreys Group wanted to emphasize that business success is not measured by the bottom line. A business should be run to benefit of all stakeholders—clients, employees, communities, and the environment. #BCorp humphreysgroup.com/what-does-it-m…
“Men are better investors than women.” This popular myth seems to stick around the world of finance. The truth is that women are much more disciplined and maintain a long-term perspective more often. Read more here: humphreysgroup.com/resources/rewr…
Love may be in the air, but have you considered the financial implications of saying 'I do'? Dive into our latest blog to uncover the economic pros and cons of marriage, from tax advantages to shared debt. #marriageandmoney #financialplanning humphreysgroup.com/marriage-and-m…
Join our President, Diane Bourdo, as she discusses imposter syndrome and gender disparities in finance. Listen to a snippet from her talk in an FPA Knowledge Circle for valuable insights. #Finance #ImposterSyndrome #GenderEquality
Earth Day is a reminder of the wonder of nature and the interconnectedness of all things. As a Certified B Corporation, we believe in harnessing the power of business to create a positive impact. Let's celebrate by connecting with nature and protecting our planet. #HappyEarthDay
Caring for an ill loved one can be difficult and time-consuming. For many women, family caregiving responsibilities turn into full-time jobs, leaving them feeling exhausted. Here are insights into how to manage the challenges, and how to ask for help. humphreysgroup.com/the-caregivers…
We are so excited to share an updated edition of Rewriting the Rules: Telling Truths About Women and Money, which incorporates the most recent research on the subject. In this 2nd edition, we continue to distinguish these myths from reality. Download here: humphreysgroup.com/resources/rewr…
Environmental, social, and governance (ESG) investing is an indirect strategy that involves investors buying shares of a mutual fund, essentially putting their trust in intermediaries to invest their money for good. Learn more about #impactinvesting: humphreysgroup.com/a-guide-to-esg…
The Humphreys Group President Diane Bourdo will be at the 2024 @NAPFA Spring Conference in Forth Worth May 8-11. She'll participate in the breakout session “Running a Firm: Is it Different for Female Advisors?". Registration for the conference is now open! napfa.org/conferences/na…
Women face unique obstacles when it comes to achieving financial freedom, including listening to the wrong money messages and having a financial knowledge gap. However, with the right mindset and approach, women can enjoy #financialfreedom. humphreysgroup.com/breaking-free-…
April is National Volunteer Month! It's a time to celebrate the power of volunteering and encourage people to get involved in their communities. At The Humphreys Group, we sincerely believe in #givingback—here are five great reasons why: #volunteer humphreysgroup.com/the-importance…
You are more than a statement of accounts and investment positions. We take our time to get a clear understanding of what matters most to you so we can develop a financial plan that will evolve with you and serve you in any climate. #financialplanning humphreysgroup.com/services/disco…
Guest Erin Donham, a Senior Technology Consultant for Charles Schwab, shared useful information and tips in our fireside chat on cybersecurity. Here are our top takeaways from Erin on how you can work toward “digital peace of mind.” #cybersecurity humphreysgroup.com/cybersecurity/
Should #millennials be concerned about running out of money in #retirement? In our latest blog we address this question and explain why you don’t need to worry as much as you might think. #financialplanning #retirementplanning #millennialsandmoney humphreysgroup.com/running-out-of…
Volunteering in retirement can be a holistic prescription for a healthier and more vibrant life. Furthermore, a feeling of connection to a greater cause can foster a deep sense of fulfillment. Here are tips for finding the best fit for you. #retirement humphreysgroup.com/meaningful-vol…
For #WomensHistoryMonth, we celebrate contributions women have made over the course of American history, and the new summits they conquer. Here’s a great article on how Bay Area “woman power” helped surge the country's industrial capacity during WW2. nps.gov/articles/000/t…
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Pure Colors Cosmetics @pure_text
66 Followers 432 Following Help us donate 2000 lipgloss💄to women in need!#Buy1WeGive1 ALSO 10% of online sales will be donated to UncommonThreads, Lawrence ,MA. Use10% discount UNCOMMON
Jonathan Coleman @jcoleman183
222 Followers 675 Following Co-CEO - @Untours Foundation. Co-Founder - Intentional Tours. Husband. Daddy. Futbol Fan.
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289 Followers 200 Following Mary's Place by the Sea provides an innovative approach to caring for women with cancer during and after treatment.
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766K Followers 2 Following Author, blogger, a lifetime of projects. This is a retweet of my blog.The Humphreys Group team worked a full volunteer shift at the San Francisco-Marin Food Bank at the end of January. The team packed 570 bags for a total of 14,250 pounds of food to help @SFMFoodBank provide fresh, healthy food to thousands of families each week. #ItTakesACommunity
Help requested. I'm creating a new list of financial advisors who specialize in working with women. And industry experts who help these financial advisors. Please repos Thanks! #wealthmanagement #shiftevent
@Ross__Marino The Humphreys Group is a team of 6 women, serving primarily women, have done so for decades. @1HumphreysGroup
It's time we challenged the popular belief that millennials make poor money decisions. This generation has encountered challenging experiences like the financial crisis that have taught them a unique set of #moneylessons #wealthmanagement
It's time we challenged the popular belief that millennials make poor money decisions. This generation has encountered challenging experiences like the financial crisis that have taught them a unique set of #moneylessons. #wealthmanagement bit.ly/3BRbLm0
When you work with The Humphreys Group, you can relax about money, knowing you are on top of your finances and are well supported by a team of professionals. Learn how we partner with our clients to help them build the life of their dreams. #financialplanning #wealthmanagement
When you work with us, you can relax about money, knowing you are on top of your finances and are well supported by a team of professionals. Learn how we partner with our clients to help them build the life of their dreams. #financialplanning humphreysgroup.com/services/
We often emphasize the importance of clients’ living their values. By becoming a B Corp, we're doing the same thing. Our clients’ trust is paramount, by becoming a B Corp, they know with certainty that we’re not just talking the talk — we’re walking the walk. #BCorp #BehindTheB
We achieved B Corp status in 2020, an accomplishment that we are both extremely proud of and continuously inspired by. We frequently emphasize the importance of clients’ living their values. By becoming a #BCorp, we are doing the same thing. #BehindTheB humphreysgroup.com/b-corp/
Moving in together doesn’t legally bind you to a person like marriage does but it does binds you together unofficially. From divvying up expenses to sharing responsibilities we share 6 conversation topics to cover before you sign that lease. #moneyconversations #financialplanning
While moving in together doesn’t legally bind you to a person like marriage does, it definitely binds you together unofficially. From divvying up expenses to sharing responsibilities, we share six conversation topics to cover before you sign that lease. humphreysgroup.com/a-checklist-fo…
The Humphreys Group Announces New Website s.einnews.com/GZoFaoI9W1
The Humphreys Group Announces New Website dlvr.it/SQ6bm3
The Humphreys Group Announces New Website – Fairtrade News Today lifestyle.superstore-usa.com/2022/05/10/the…
RCN America - California: The Humphreys Group Announces New Website rcnamericaca.blogspot.com/2022/05/the-hu…
RCN America - California: The Humphreys Group Announces New Website rcnamericaca.blogspot.com/2022/05/the-hu…
The Humphreys Group Announces New Website – Corporate Social Responsibility News Today news.sunset-usa.com/2022/05/10/the…
The Humphreys Group Announces New Website – World News Report pune.media/the-humphreys-…
The Humphreys Group Announces New Website ift.tt/H9yEpX7 #BlackNews #BlackTwitter #TBANN
The Humphreys Group Announces New Website ift.tt/Er6VUd1 #tech
Planning for retirement is of critical importance regardless of who you are, but it’s particularly important for women, as they tend to live longer and earn less than their male counterparts. Here we share five key areas of #retirementplanning to revisit this spring.
Planning for retirement is of critical importance regardless of who you are, but it’s particularly important for women. Here we share five key areas of #retirementplanning to revisit this spring. humphreysgroup.com/spring-clean-y…
What if we designed the world of personal finance, using the strengths and preferences of women as our starting points? Here, we present our list of guiding principles and share what it means to “do money” like a woman. #InvestLikeAWoman #RewritingTheRules
What if we designed the world of personal finance, using the strengths and preferences of women as our starting points? Here, we present our list of guiding principles and share what it means to “do money” like a woman. #InvestLikeAWoman #RewritingTheRules vimeo.com/382641581/7e3c…
There’s long been a myth about ESG funds. Many advisors will offer these funds to placate well-intentioned clients but in the same breath caution that they require a sacrifice on performance. But ESG funds are not a risk, they’re an opportunity. Learn more. #impactinvesting
For a long time, there’s been a myth that ESG funds require a sacrifice on the performance side of the equation. But ESG funds are not a risk, they’re an opportunity. Learn more. #ESGinvesting #impactinvesting humphreysgroup.com/the-abcs-of-es…
Our commitment as a #BCorp is to keep on learning & working in community to fulfill the vision of an inclusive, equitable, & regenerative economy. Stay tuned for future updates abt our journey & share w/ us your ideas & suggestions so we can build a better world, together.
The month is over, but the work is far from done. Our commitment as a #BCorp is to keep on learning and working in community to fulfill the vision of an inclusive, equitable, and regenerative economy. #BehindtheB
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