MAY 2014

WOMEN’S INVESTOR INTELLIGENCE MAGAZINE

investing fearlesslyHOW TO FIGHT FINANCIAL FEARSLEARN TO LIVE WELL AGAINTIPS TO BATTLE SELF-SABOTAGE

EMOTIONAL INVESTING: THE REAL FINANCIAL PROBLEM UNCOVERED

BREAKING BAD:REINVENT YOUR PORTFOLIOREINVENT YOUR MIND

INSIDER SECRETS TOSAFEGUARD AGAINST RISK

WOMEN VS. MEN:GENDER INVESTING DEBUNKED

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Contents

FALSE MONEY BELIEFS

FINANCIAL INTIMACY Q&A WITHJACQUETTE M. TIMMONS

BEHAVIORAL FINANCE:THE EVOLUTION OFFINANCIAL PLANNING

MUST READ BEFORE INVESTING

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DOES WARREN BUFFETREALLY INVESTS

LIKE A GIRL?

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MAY 2014 COMPANY INFO 4PUBLISHER’S NOTE 5

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WOMEN BETTER INVESTORS THAN MEN DEBUNKED

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Q1/Q2

Contents

MARKET PERFORMANCE REVIEW & PERFORMANCE FORECAST

DO YOU HAVE A MONEY DISORDER?

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VIDEO: FINANCIAL

FRIENEMIES

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VIDEO: SELF WORTH VS. FINANCIAL WORTH

BREAKING BAD: TIPS FORSTOPPING THE EMOTIONAL MONEY ROLLER COASTER

PLAN6

IN EVERY ISSUE:

LIVEINVESTFOR THE FUTURE IN THE NOW

15 23FOR TODAY

Q & A WITH FINANCIAL SOCIAL WORK FOUNDER, REETA WOLFSOHN, CSW

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Cover Art Photo Credit: Bruna Schenkel via Compfight

COPYRIGHT ©2014 BY THE PROHAUS GROUP, LLC. All rights reserved.

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There’s been recent media hype that women make better investors than men? I have to admit those recent media headlines made me walk a little taller with my chest out like I was physically built like Kim Kardashian. I my mind, my new found financial mindset and outlook definitely made me feel like a millionaire celebrity with the perfect house, car, and man candy. Wow the power of the media! But in usual McKenzie Slaughter signature form, I pondered more about what I actually gained from this media high. Did it increase my bank account? Did it urge me to create a brokerage account? Did it spark me to have more conversa-tions with my girlfriend’s about placing a stock option on Facebook and Twitter? Of course not. So what was the benefit? Was it just the feeling of having investor confidence? And is that what investor confidence really feels like?

It’s really important to understand your true feelings, behaviors regarding investing and not whatsomeone else wants you to believe. Before “Leaning In” and becoming financially savvy, we firsthave to understand what we’re leaning on. What’s supporting our need and notion to lean infinancially? In this issue, we spoke with several financial behavioral professionals whose passion is to help women (and men) understand the hidden and traditional thinking that directly affects the

actions we take when planning for retirement, choosing stock options or mutual funds, overspend-ing, or not simply not addressing our financial fears and needs at all.

Our course this issue would not be complete with-out fully debunking the theory that women make better investors than men. I absolutely agree that men are from mars and women are from venus but when it comes to finances & investing, we face the same pressures, fears and needs. Our individual-ly approach is what can truly set us apart. I urge to be more aware of your feelings when you pay your bills, purchase that expensive handbag, or just talking about money with your partner. This month I challenge you to keep an “emotional money” jour-nal and pencil in your thoughts and feelings regard-ing your finances throughout the day. Think you’ll be surprised how many positive and negative feel-ings you harbor about money. Mindful awareness is the first step to overcoming your investing fears,goals, and wishlist. Share your experiences in our Money Diary group on www.beautyandthebull.com. Let’s help each other tackle our fears and help take those critical steps towards investing.

McKenzie M. SlaughterFounder & CEO

Publisher’s Note

Men are from Mars. And women are BETTER INVESTORS

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SPECIAL THANKS...A special thanks to all of our readers, developers, contributors,

writers, editors, and everyone else who has made this issue possible.

“The common money pattern among women is avoidance. We must understand ourselves and unravel the pain for true financial healing.”Deborah Price is the Founder and CEO of The Money Coaching Institute, which provides money coaching and training to both individuals, couples and corporations. A former financial advisor for over twenty years with leading financial firms, Deborah left the financial industry to pioneer the field of Money Coaching. Deborah has developed a unique, step-by-step coaching program that helps clients move beyond barriers to their personal and financial success. As a result, client’s experience renewed hope, confidence, and enhanced financial success.

“Believing that you can solve money problems with money is one of the biggest false money beliefs...”

I combined my finance training and inherent fascination to focus on the psychology + emotions

of money. Ever since, I’ve been a bit of rebel shaking up the personal finance industry with the message

that “money is never just about money.” I show people how to alter their relationship to and

with money – by changing their behavior; I show individuals and couples how to have greater

clarity, intimacy, confidence and control – the ingredients they need to win the money-game.

ELIZABETH DUNNPSYCHOLOGY PROFESSOR

CO-AUTHOR, HAPPY MONEY

DEBORAH PRICETHE MONEY COACHING INSTITUTE

“Abundance, it turns out,is the enemy of appreciation.”

Dunn is an associate professor in the Department of Psychology at the University of British Columbia, where she conducts original research on self-knowledge and happiness.

JACQUETTE M. TIMMONS

FINANCIAL BEHAVIORIAL COACH

LOUANN LOFTONAUTHOR, WARREN BUFFETINVESTS LIKE A GIRL

“Everybody has a long way to go to be investment savvy.”

LouAnn Lofton has been proudly investing “like a girl” since she was a girl. Her quest led her to Warren Buffett in 1994 and The Motley Fool in 2000, where she rose to the position of managing editor of Fool.com--an award-winning financial education website visited by more than five million visitors each month.