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    WISE®, is a 501(c)(3) philanthropic educational organization that provides opportunities to educate women and girls on investing and personal finance.

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    Is the Dow due for a 10% correction?

    Is the Dow due for a 10% correction?

    By Victoria Collins Being an avid investor for most of my life, I felt a bit of a thrill when the Dow powered through the 17,000 mark for...
    What should you invest in?

    What should you invest in?

    By Victoria Collins, Ph.D., CFP You’ve heard it before – the old adage “Sell in May and stay away.” There are years it seems like good...
    How to protect yourself against scams

    How to protect yourself against scams

    WISE - Blog for April 2014 by Victoria Collins, Ph.D., CFP Founder, Invest In Yourself and Co-Founder of WISE Skimming through my emails...
    Which investor are you?

    Which investor are you?

    WISE - Blog for March 2014 by Victoria Collins, Ph.D., CFP Founder, Invest In Yourself and Co-Founder of WISE Three friends each put...
    Using Your Home Equity for Long Term Care

    Using Your Home Equity for Long Term Care

    By Laurie Libby For many seniors the equity in their home is their largest single asset, yet it is unavailable to use unless they use a...
    TIME TO AVOID STOCKS?

    TIME TO AVOID STOCKS?

    After several market plunges, some investors are saying that they don’t need nor want stocks. They want something safer - could they do...
    WITHDRAWAL SAFE AT 4%?

    WITHDRAWAL SAFE AT 4%?

    The oft-cited “rule of thumb” is that a person can withdraw 4% off their portfolio for retirement income and not run out of money for...
    Saving Taxes

    Saving Taxes

    Year-end tax planning is usually stressful, but this year is especially anything but ordinary. Unless Congress acts before December 31,...
    SPENDING PLAN

    SPENDING PLAN

    We’ve all seen those graphs and charts that tell us how much of our hard-earned money we are supposed to be spending in each category of...
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    Girl Scouts 2020
    Girl Scouts 2020

    WISE hosted "Cookie University" attended by scouts ages 13 to 16.  The focus was financial literacy - setting life goals, budgeting and the fundamentals of investing.  WISE also hosted “Cookie Plan” for the younger scouts - ages 5 on up!  More than 300 scouts passed through our room.  What a great day!

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    WISE Board Members
    WISE Board Members

    WISE board members and advisory board members who were in town, met to celebrate being named Outstanding Philanthropic Group Honoree for Orange County’s 2021 National Philanthropy Day (NPD)! A great time was had by all!!

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    Another successful event!
    Another successful event!

    On July 28, WISE hosted a virtual event that reached participants across the country – a first for our WISE family! Close to 300 signed up to hear Consuelo Mack, host of PBS’s WealthTrack, reveal the best advice she has gleaned from decades of interviewing legendary investors. Read more >

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