Lona McManus, MBA. Women, Wealth & Wisdom Network

01/08/2022

I can’t wait to see this great piece of theater at 4th Wall.

01/05/2022

We can't all be Warren Buffet's, or related to one. But we can still support each other. I would be delighted for you to share your good financial health and talk about your future!

Warren Buffett's daughter-in-law couldn't think of a good Christmas gift for him, so she showed him her company's finances.

12/29/2021

Let's make 2022 a good year together.

After two years in which many have been under pandemic stress and strain, consider making your money goals focus on happiness.

12/27/2021

ESG investing is not just a fad. For some investors following their values not only feels good, it brings other happy returns.

Investors concerned about climate change and social justice had a bumper year in 2021, successfully pushing companies and regulators to make changes amid record inflows to funds focused on environmental, social and corporate governance (ESG) issues.

12/23/2021

I'll make a prediction (normally I refrain)...Socially Responsible Investing will be the "word" of 2022. It's a great topic so let's delve in together, shall we?

If you’re interested in putting your money into causes you care about, socially responsible investing may be a good option. Over the past few years, a heightened public focus on issues like the climate crisis and environmental sustainability has fueled its popularity — especially with younger in...

12/23/2021

Give yourself some grace this holiday. Get our your swear jar. And maybe a New Year's resolution!

Stress, the erosion of boundaries between personal and professional, and an exhausted slide toward casualness have created a perfect storm for swearing.

12/15/2021

Before you stuff that stocking...!

If you're staring at card options — to avoid handing out cash — and see prepaid debit cards mixed in with gift cards, which is the better choice? Here's how to distinguish so you're able to pick the perfect present for your recipient.

12/13/2021

In solidarity with our elders experiencing food insecurity, the Greater Houston LGBT Chamber of Commerce organized a can drive for the Montrose Center at Eureka Heights Brewery on Friday. We got a lot of cans! Thanks to the Chamber for including Horizon Advisory Group.

12/03/2021

December 5 is International Volunteer Day!

Women and femmes are a driving force in our economy through their volunteer efforts, their workforce contributions as well as saving and investing. Pat yourselves and each other virtually on the back.

I’ll start – I would like to pat Sara Haynes on the back for all her great work on behalf of the community at Westcott Cemetery Association, Inc. I want to also thank Sara for making my volunteer experience with WCA so meaningful. Thanks, Sara!!

According to Wikipedia:
• Current estimates equate the global volunteer workforce to 109 million full-time workers.
• 30% of volunteering that takes place formally through organizations, associations and groups.
• 70% occurs through informal engagement between individuals.
• Overall, 60% of the informal volunteers are women.

Keep up the good work.😀

12/01/2021

Please join us for our next Zoom workshop on Tuesday, December 14th at noon to 1 pm CT:

The Season of Caring is Here! Charitable Giving Strategies with Lona, Berkely and Michael Wilson, Philanthropic Practice Consultant at Fidelity

I am really excited for this workshop - we will talk about the reasons why we women are such great givers in the first place, and ways to be financially strategic and philanthropic.

If you work in non-profit, this session will also be useful to understand donor motivation from a financial planning perspective.

Kindly RSVP by emailing me at [email protected] or DM.

https://www.horizonadvgroup.com/news-events for more information about Women, Wealth & Wisdom and for details about other upcoming workshops and events through June 2022.