Blog

How Advisors Can Deepen Client Relationships by Listening and Talking to Women About Wealth

 

Did you know that women make 83 percent of the household consumer decisions and control about $14 trillion in assets? Through inheritance, a minimum of $22 trillion in assets will shift to women in the coming years. A recent article in WealthManagement.com highlighted the increasingly powerful role women are playing in family wealth and in turn, family values and philanthropic impact. An easy way for advisers to deepen their client relationships is to make sure women are included in conversations about wealth.

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Honoring International Women’s Day with Affordable Homeownership for Minority Women

Mar 08, 2018 - Impact Investing, women by CCM Invests

On International Women’s Day, CCM is excited to share it has added yet another positive gender lens component to its fixed income impact investing strategy through customized mortgage pools that are providing capital exclusively to low- and moderate-income women AND minority borrowers.  The fourteen loans span 11 states allowing minority women the opportunity for affordable homeownership.

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 A full list of regulatory disclosures for Community Capital Management, Inc. are available by visiting: https://www.ccminvests.com/regulatory-disclosures/.