Financial Fundamentals

Despite the fact that school districts and educators are working hard to keep children engaged and learning, money management is rarely part of the curriculum. Now is a great time to add financial literacy to your kids’ lesson plans to help them build strong financial futures.

For Educators

When Cherish Pipkins first became the principal of an elementary school in Texas, she was overwhelmed. As a teacher, she had been responsible for the children in her classroom and her family at home; now, she was responsible for her family, every child at school, and the school’s entire staff.

For Women

Men and women may not be on equal footing when it comes to investing for the future. On average, women work fewer years and earn less than men, but they also tend to live longer. Therefore, women must focus on the concerns that are unique to them when planning for retirement.

Lifestyle

At Equitable, we believe delivering excellent business performance and contributing positively to society are the way forward for responsible companies. Our dedication to a holistic approach extends to all we do— from our business operations to how we work to create financial wellness for our clients. Through thoughtful and comprehensive planning we work to ensure our corporate strategy and our approach to our clients is strongly aligned with the values we share.

Life Planning

Keep in mind, everyone will have their own unique combination of factors: you might be 40 years old and packing your oldest off to college—or changing diapers on your newborn. Maybe you are starting a new career at 50 or getting remarried at 60.

Market News

In its much-awaited first rate cut of the post-pandemic economic cycle, the FOMC cut the Fed Funds rate by 0.5 percentage points to 4.75%–5.0%. The decision to cut was taken as a given, but the controversy was whether to cut by a quarter point or half point, with the market divided in its expectations between the two.

Your Plan in Action

We use apps to track our health and exercise routines, to manage our bank accounts and for a whole host of other tasks. Can they manage our finances as well? Not every investment question can be solved by an algorithm. A real live financial professional can do more than any technology platform by helping you figure out what’s important to you, navigating any personal financial challenges that arise and setting you on your path toward success.