Nancy Doyle (@nancyfinance) header
Nancy Doyle (@nancyfinance) profile picture

CFA, CFT™, consultant, speaker, and financial literacy advocate. Family office professional. Manage Your Financial Life®. @Georgetown and @MichiganRoss alum.

Joined November 2016
Photo by Nancy Doyle (@nancyfinance)Photo by Nancy Doyle (@nancyfinance)Photo by Nancy Doyle (@nancyfinance)Photo by Nancy Doyle (@nancyfinance)Photo by Nancy Doyle (@nancyfinance)Photo by Nancy Doyle (@nancyfinance)Photo by Nancy Doyle (@nancyfinance)Photo by Nancy Doyle (@nancyfinance)Photo by Nancy Doyle (@nancyfinance)Photo by Nancy Doyle (@nancyfinance)
Dear Financial Advisor- I got an email from one of your clients today: "My concern is that financial advisors tend to put a lot of people off with their financial speak and over-emphasis on money when finance is only one aspect of a balanced life experience." Please fix this.
2
4
1
71
Two fields everyone has to learn about even if you're not interested in them because they are interested in you and will impact your life in huge ways: health and money.
53
501
45
3,196
A one page summary of some of the most important money lessons. Get these right and you'll be OK. (content via The Laws of Wealth/created by David Clarke)
41
328
79
1,183
“Fight for the things that you care about, but do it in a way that will lead others to join you." #RBGRIP
1
5
1
6
Investment policy statements are standard practice, but I'd love to see retirement policy statements get more traction. If ever there's a time when you want to document the heck out of your process, retirement seems like it. morningstar.com/articles/808…
5
6
31
Huge thank you to Kathy Murphy @Fidelity @GuyAdami @mjmauboussin @nancyfinance for your wonderful insights on how to manage financial portfolios @Georgetown @GUAlumni
Replying to @ProfAggarwal
@ProfAggarwal, @Fidelity, @mjmauboussin, @nancyfinance, @GuyAdami give advice for graduating students on how they can prepare themselves to work in this current market. @Georgetown @MSBalumni
1
6
Faculty/staff/students/alumni @Georgetown @GeorgetownColl @georgetownsfs @GeorgetownSCS @McCourtSchool @msbgu @GeorgetownLaw @GUMedicine check your email for Tuesday's event on managing financial portfolio @Fidelity @GuyAdami @mjmauboussin @nancyfinance
1
3
7
Nancy Doyle retweeted
The 24 rules for success left behind by a legendary Wall Street banker money.us/2DEoawq
6
9
.@NSFHraiders qualifies for state finals with 3-1 win over Oak Park!!
4
8
Nice @NSFHraiders profile of entire team with special note of Iron Raider "Dependable" Julia Doyle jwcdaily.com/2017/10/12/spor…
2
5
Need an organized approach to your financial life? Check out @nancyfinance and her book Manage Your Financial Life. buff.ly/2xmWCal
Nancy Doyle retweeted
This is insane. How is it even legal? Jerks. nitter.gq/zackwhittaker/status/9…
72
196
25
382
North Shore Country Day makes history and beats New Trier for the first time in school history w/ a 1-0 win in field hockey
1
7
12
Scoring for the Leopards in the High Jump: A. Wiles 6' 4.25" (7th) & B. Doyle 6' 2.25" (t8th) #RollPards
2
4