by Savvysite | Jun 18, 2025 | Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
In this episode of Savvy Women Talk Money, we’re breaking down the 6 key mid-year checkpoints every woman should revisit regularly to stay on track for retirement. From leveraging Roth IRAs and understanding catch-up contribution limits, to reviewing your cash flow,...
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...
by Savvysite | Sep 13, 2018 | Investing, SWWM, The Savvy Minute
Click on the image above to watch the video Load vs No Load Mutual Funds Today’s tip will cover “What is the difference between load and no-load mutual funds?” A no-load fund is a mutual fund in which shares are sold without a sales charge. This occurs because the...
by Savvysite | Sep 6, 2018 | Investing, SWWM, The Savvy Minute
What is a Mutual Fund? Today’s tip will cover “What is a mutual fund?” A Mutual fund is an investment vehicle made up of a pool of funds collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments and...
