Manage Your Financial Life

Nancy Doyle

10 Posts Back Home
Nancy Doyle, CFA, is an author, speaker, and advocate for financial literacy. She has thirty years of experience in wealth management, investments, corporate finance, and consulting. She is a graduate of Georgetown University and received an MBA from University of Michigan’s Ross School of Business.

Manage Your Financial Life Book Interview on WGN Radio

Get Organized

Steve Bertrand of the Wintrust Business Lunch on WGN’s 720 featured me to discuss my book. It’s practical advice for anyone but I’m really focused on women. Check out the transcript from my segment below. Steve Bertrand: This is the Wintrust Business Lunch on 720 WGN. Nancy Doyle is in the studio. She has a book called Manage Your Financial Life: A Thoughtful Organized Approach. Now the last two words Nancy are “For Women”. And welcome. Nancy Doyle: Thank you, glad to be here. Steve Bertrand: I’m here to argue with you though, that it doesn’t have to be just for women because I think this is the sort of stuff that we all of us should be paying attention to. Nancy Doyle: That’s true. The book really applies to both men and women. But for many reasons, I’ve decided to write it for women. Steve Bertrand: Because they’re smart…

Keep Reading

Financial Tip: Prioritize Building an Emergency Fund

Save and Invest

I was recently quoted in a blog published by US News on the importance of establishing an Emergency Fund. Investing your money starts with establishing your savings goals. Revisiting your savings goals is a great resolution for 2017. Prioritize your savings goals based on the different time horizons — near-term, long-term, and intermediate-term.  Establishing an emergency fund should be a top near-term goal.

Keep Reading

Five Star Investment Process Book Review from IndieReader

In the News

Manage Your Financial Life – A Thoughtful, Organized Approach for Women received a five-star review from IndieReader and was named to the Best Self-Published Books of 2016 The reviewer, Catherine Langrehr notes that “Doyle vigorously urges an organized and meticulously-planned investment strategy, and does not fail to lead by example. Her chapters are well-structured and organized themselves, and lead the reader logically through the investment process.” See her full review below.

Keep Reading

Investing in Others: Venture Philantrophy

Family Office Approach

Philanthropy is a key part of financial management. With so many causes to support it’s important to leverage the best process possible to maximize the impact of your giving. I was interviewed by the Daily Herald on a new term used to describe a more deliberate approach to Philanthropy; “Venture Philanthropy.” Check out the full article below. Practicing venture philanthropy Increasingly, individuals are taking a more hands on, engaged approach to philanthropy. Some refer to it as venture philanthropy, due to its similarity to venture capital. Venture capitalists invest in early stage, rapidly growing companies. They play an active role advising the companies and usually serve on the board of directors. Venture capitalists expect management to use capital wisely, grow, and, eventually, achieve specific benchmarks. Set priorities Like venture capital, venture philanthropy represents a more deliberate and thoughtful approach to giving. Venture philanthropists regard donations as investments. Rather than support…

Keep Reading

Release of Manage Your Financial Life

In the News

PR Newswire announcing the release of Manage Your Financial Life – A Thoughtful, Organized Approach for Women The new book, Manage Your Financial Life – A Thoughtful, Organized Approach for Women, provides a comprehensive, objective, and easy-to-understand approach for women to take control of their financial lives. Nancy Doyle shares a four-step process based on her 30 years in the finance and investing world, as well as her own personal experiences: Get Organized Analyze Your Financial Profile Educate Yourself About Investing Invest Your Money See link below: PR Newswire

Keep Reading

Five-star Financial Advice Book Review from Foreword Clarion

In the News

Manage Your Financial Life – A Thoughtful, Organized Approach for Women receives a five-star review from Foreword Clarion Reviews. The reviewer Barry Silverstein noted that “Doyle has done a masterful job of incorporating basic financial concepts into a step-by-step plan for personal financial management…This is a finely organized, extremely well-written guide that any consumer should be able to put to great use.” —Foreword Clarion Reviews. Check out the full review below. Manage Your Financial Life Manage Your Financial Life may have a target audience among women, but it’s an excellent comprehensive financial management plan for anyone. In Manage Your Financial Life, financial analyst and consultant Nancy Doyle argues that women in particular should have a plan to manage their financial lives. This book eloquently explains such a plan in clear, no-frills language: Get organized, analyze your own financial profile, learn about investment strategies and vehicles, and then invest money wisely. Each of these…

Keep Reading

Philanthropy Tips: Giving Tuesday and All Year Long

Family Office Approach

I was recently quoted in US News on the subject of Philanthropy. For people who are interested in a charity,  the more transparent organizations are on their websites, the better. Once donors find an organization that aligns with their passion, they need to look at the charity’s financial health, commitment to be accountable and transparent and look to see if the results of the charity’s work bring about the changes they’re hoping to accomplish. Check out the full article below. 

Keep Reading

Financial Tip: How to Effectively Plan in Case of Emergency

Get Organized

Readers Digest quoted me on how to effectively plan in case of emergency. Emergency situations are challenging enough. Being organized in terms of your financial affairs can help to alleviate some of the stress. I recommend that everyone create an ICE – in case of emergency – file and plan. An ICE file contains important documents that are easily accessible to you or to someone acting on your behalf. An ICE plan includes key contacts and financial account information. Check out the full article below.

Keep Reading

Demystifying – Bullish or Bearish

Educate Yourself

The terms bullish and bearish are used to describe an outlook for financial markets. A bull thrusts his horns up when he does battle. A bear swings his or her arms down when he or she fights. If you are bullish, you think that the market will rise. The term bull market is often used to describe a continuous period of rising values. If you are bearish, you think that the market will decline. A correction is often used to describe a decline of 10 percent or more in the market. Some investors refer to a decline of more than 20 percent as a bear market.

Keep Reading
Navigate