Barbara Stewart

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Barbara Stewart, CFA is one of the world’s leading researchers on women and finance, focusing on real life financial behaviours and providing global insights into how smart women think and communicate. Barbara is an advocate for women, for diversity, and for financial education. In addition to her Rich Thinking® research, Barbara uses her proprietary research skills to work as an Executive Interviewer on a project basis for global financial institutions seeking to gain a deeper understanding of their key stakeholders, both women and men. Barbara is a frequent interview guest on TV, radio and print, both financial and general interest. She is a contributor to the CFA Institute’s Enterprising Investor website. For more information about Barbara’s research, please see www.barbarastewart.ca.

5 Winning Habits of Successful Women

A few months ago, I had a major revelation: I don’t like morning meetings anymore! Actually, to be honest, I don’t think I have ever...

What’s the Big Idea? How Women are Shaping the World

What is the best idea you have ever had? How did you invest in your idea? What happened? In 2018, I asked 55 women these...

Why You Shouldn’t Fall in Love with a Stock

When we are obsessed with a person, an idea, or a thing we don’t make rational decisions. It’s human nature. The role of the investment...

How Financial Resolutions Can Shape Your Life

I will always remember my first financial resolution. I was 23 years old and I had bravely moved from Ottawa to Toronto for a...

The Biggest Trend in Social Investments: Women!

Women around the world are investing, or are willing to invest, at least some portion of their assets and resources into social investments. My...

5 Different Women = 5 Different Investing Styles

Thanks to Warren Buffett, “value investing” is likely the best known investment style. Other common investment styles include: growth, momentum, small-cap, and cyclical. Style, even...

Do Women Invest Differently Than Men?

Although many studies have attempted to answer this question, I have come across no conclusive evidence that the genders invest differently, at least in...

Bonded—Getting a Fix on “Fixed Income”

Most investors believe that owning bonds— also called fixed income securities, bond funds or exchange traded funds/ETFs—always de-risks an investment portfolio. But this is...

What’s Your Spending Style?

We make spending decisions every day. Should I buy the dress? Where should we go for dinner? Where should we take our vacation? I’ve been...