Investment Goals: Knowledge, Risk Tolerance

Proverbs 13: 11 Dishonest money dwindles away, but whoever gathers money little by little makes it grow.

I. Foundational truths.
A. Become a Matthew 25 multiplication steward.
B. Provide for our families.
C. Each of us is accountable to God.
II. Challenges women face.
A. Women are less confident than men regarding financial matters.
B. Women depend more on others for recommendations, often to our detriment.
C. Advise given to women differs from mens advising us a lower return.
D. Women entitled to life insurance money are pressured to buy annuities,
III. What historically offers the best return. (general summaries)
A. Equities: 7% annually. Longer term window and risk tolerance recommended.
B. Diversification.
C. Low fees or pay for service only.
D. Include dividends in your calculations.