by Savvysite | Apr 15, 2026 | Financial Planning, Investing, Investing Basics, Savvy Up Podcast, SWWM, Tax Planning
How do bonds actually generate income—and are they as “safe” as you think? In this episode of Savvy Women, Catherine and Rachel go back to basics to break down one of the most commonly owned—but least understood—investments: bonds. They explain how bonds really work,...
by Savvysite | Apr 8, 2026 | Financial Planning, Investing, Investing Basics, Retirement Planning, Savvy Up Podcast, SWWM
What if the thing most investors own… is the thing they understand the least? In this Savvy Women Talk Money episode, Catherine and Rachel break down one of the most fundamental building blocks of investing: stocks—and why understanding them can completely change how...
by Savvysite | Nov 19, 2025 | Financial Planning, Investing, Investing Basics, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
The holidays are here, the calendar is shrinking, and your portfolio might need a little tender loving care before the clock strikes midnight. In this episode, Catherine and Rachel break down the smartest year-end moves to tighten up your finances now and set yourself...
by Savvysite | Dec 9, 2019 | Investing Basics, SWWM
Click on the image above to view the Investing Basics Video Investing Basics, Diversification What does it mean to be diversified? There is truly no exact definition for this, but basically, it means do not put all your eggs in one basket. A pretty good definition of...
by Savvysite | Aug 27, 2019 | Investing Basics, SWWM
Click on the image above to watch the video. What is a Bond? In today’s “Investing Basics for Savvy Women” video, we’ll take a look at the world of investing in bonds. Many of us have heard of stocks and bonds, but for a lot of people, there is somewhat of a...
by Savvysite | Aug 8, 2019 | Investing Basics, SWWM
Click on the image above to watch the video What is a Mutual Fund? In Today’s Investing Basics For Savvy Women, We Cover “What is a Mutual Fund”. Steve Wolff is a managing partner at Savvy Women Wealth Management in Carlsbad California. We run a...
