Daily Capital

Women in Finance: Jully-Alma Taveras

Starting in March, which was Women’s History Month, we began profiling women in finance who are educating other women about investing. This month, we’re pleased to introduce Jully-Alma Taveras of The Investing Latina.

Jully was born in the Dominican Republic, and moved to Brooklyn, New York with her family when she was four years old.

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Back in 2019, she founded Investing Latina, an educational and resource-packed YouTube channel with the mission to inspire women that are earning money, dominating their careers and taking care of their families to learn about investing in order to solidify their financial health.

Jully uses her channel as a platform not only to share her personal story of how she went from being debt-ridden to becoming an investor, but also to share the story of thousands of others like her.

When asked about why investing knowledge is so important for women in particular, Jully says that, “because women have entered the workforce and are making more money than ever before, becoming financially powerful through investing is the next step.”

She realized, after talking to her own group of friends, that lack of education seemed to be the main issue. “All my friends were sharing their struggles and woes and having so much difficulty getting their finances together.”

After a little more research, she soon found out that this seemed to be a problem across the board, and not an issue confined to her friend group alone. Simply put, no one knew where to go for advice or assistance.

That’s when Jully got the inspiration for Investing Latina, and now she knows where to point her friends, family, colleagues and everyone who is seeking financial education. “I encourage all my friends to follow @investinglatina on Instagram and on YouTube so that they can get all the investing questions they have answered!”

In order to build confidence and start investing, Jully motivates people to “start small and stay committed.” One campaign that Jully has shared and is passionate about spreading is her “one #smallfinancialwin per day” and the power behind taking small steps that lead to big change.

“I started with $50 per paycheck into a 403b, and now have grown to managing my multi-armed investment portfolio. And that’s what I want every woman in the world to have.”

When asked about any closing remarks, Jully leaves us with four very inspiring words: “Invest, become financially powerful.”

A good place to start on your journey to financial independence is to get a full picture of your finances, understand your net worth, and track your budget all in one place. Sign up for Personal Capital’s free financial tools to do all this and more.

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The content contained in this blog post is intended for general informational purposes only and is not meant to constitute legal, tax, accounting or investment advice. You should consult a qualified legal or tax professional regarding your specific situation. Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.

Any reference to the advisory services refers to Personal Capital Advisors Corporation, a subsidiary of Personal Capital. Personal Capital Advisors Corporation is an investment adviser registered with the Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC.

Tori Dunlap
Tori Dunlap is a millennial money and career expert. After saving $100,000 at age 25, Tori founded Her First $100K to fight financial inequality by giving women actionable resources to better their money. A Plutus award winner, her work has been featured on Good Morning America, New York Magazine, Forbes, CNBC, and more. An honors graduate of the University of Portland, Tori currently lives in Seattle, where she enjoys eating fried chicken, going to barre classes, and attempting to naturally work John Mulaney bits into conversation.

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