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.

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...

Invest in the Best: Wine, Jewels, Art, Land, and Music

Should the average investor consider investing in some of the less traditional asset classes? Sure! Regardless of the prevailing interest rate environment, it almost...

The Low Down-Are High Returns from Equity at Risk?

According to a 2016 McKinsey report, investors may need to start lowering their expectations due to anticipated diminished returns. So, what to do? Spend...

Put Some Soul into Your Financial Goals

How are you? I asked my brother Paul this last week, and he quoted an article from Jamie Goode that had that question as the...

High Five: 5 Women Share Their Finance Career Stories

When we used to talk about pursuing a career in finance, most people would think they were going to get a job as a...