Working Mother

“Diversific­ation is more important now than ever.”


#187 Mary Jo Harper;

SVP, Wealth Management Advisor, Merrill Lynch; mom of Kelsey, 20, and Preston, 18, with adult daughter Ashley’s family; Chester Springs, Pennsylvan­ia “Working mothers wear many hats, now including teacher for those with children learning remotely. Finding enough time to monitor their own portfolios daily and capitalize on each movement is a tall order. We recommend diversifyi­ng a portfolio in adherence to the client’s risk tolerance while tactically gaining exposure to multiple different sectors, such as technology, healthcare and consumer discretion­ary, and style groups—large, small, growth and value. It’s like catching a baseball. To maximize your probabilit­y of success, spread out the team.”

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