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Women & Wealth Reports
By Women. For Women.
How to Make Money in 2022
More

Home
How We Do It
Your Team & Our Services
WHERE YOU HAVE SEEN US
Resources
Women & Wealth Reports
By Women. For Women.
How to Make Money in 2022

Monthly Client Commentaries - 2022

Clients received monthly letters with detail about their accounts and their performance. Here we offer you the general letter.

August 2022 - Opportunities (pdf)Download

July 2022 - How to Invest in a Bear Market (pdf)Download

June 2022 - First 100 Days of 2022 and Business Insider Profile (pdf)Download

May 2022 With Declines Come Opportunities (pdf)Download

April 2022 - 3 Things You May Not Know (pdf)Download

March 2022 The Big Mac Index (pdf)Download

February 2022 - Who Let the Bears Out (pdf)Download

January 2022 - Its Not Different This Time (pdf)Download

Zuma Wealth 2022 Outlook and 2021 Review (pdf)Download

Is the Bond Market Dead (docx)Download

Monthly Client Commentaries - 2021

Clients received monthly letters with detail about their accounts and their performance. Here we offer you the general letter.

November 2021 - Thankful and Watchful (pdf)Download

October 2021 - Party Like It's 1984 (pdf)Download

September 2021 - Long range risks of comfortable inaction (pdf)Download

August 2021 letter - Poking the Bear (pdf)Download

July 2021 letter - Welcome Back Carter (pdf)Download

June 2021 Keep Calm and Carry On (pdf)Download

May 2021 Inflation - Team Trouble or Team Transient (pdf)Download

April 2021 Sugar High Markets (pdf)Download

March 2021 Bunny Hop Markets (pdf)Download

Is the Bond Market Dead (docx)Download

Mid-Year Snapshot

90 seconds reviewing the first half of 2021

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Terri Spath named "Top 10 Inspiring Women of 2022"

We are thrilled to share that Founder and Chief Investment Officer, Terri Spath, was named a Top 10 Inspiring Women of 2022 for her work with women and their wealth..