Haley Sacks' Investments & Profile | Public.com
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Haley Sacks
CEO and Founder, Mrs. Dow Jones
Haley Sacks makes finance cool. She started her financial media company Mrs. Dow Jones in 2017 to help herself learn more about money, and has since built a cult following devoted to her entertaining, pop culture-centered finance content.

Becoming a Financial Pop Star

When Haley Sacks set off to learn about finance, she wasn’t thrilled with her options. The educational offerings seemed dull and one-note. So... she created her own. Today, Sacks runs financial media company Mrs. Dow Jones, aimed at making finance cool — for everyone. She’s also in school to become a Certified Financial Planner, so though you may know her for her lighthearted memes and videos that relate financial topics to pop culture icons like Rihanna and Sarah Jessica Parker, Sacks’ financial knowledge isn’t to be underestimated.

On where her financial journey began:

“I worked in comedy as a gig-worker till I was 24 — which meant lots of laughs but no 401K or healthcare plan! When I (finally) got my first full-time job at 24, they offered me benefits but I had no idea what that meant... lol. I went right to YouTube to learn more like any good millennial and felt let down by the content available to me. The few women I saw talking about money were all about crockpots & savings while the men were all about investing and whiteboards (why do all YouTube finance guys love whiteboards?). Anyways, it became very clear very quickly that in order to find what I was looking for — a cool, entertaining way to learn about money — I would have to make it myself.”

Sacks kept her job but started her brand on the side. When she was laid off 6 months later (the company went under) she went full time as Mrs. Dow Jones and has never looked back. It's been 3 years.

On normalizing money talk:

“I think finance is cool. (That's literally my brand catchphrase — yes, it is trademarked). I also think celebrities are cool. And nail art. And natural wine, lol. And I talk about money with the same passion that I do all these other topics! I am not shameful or scared which I think gives other people permission to be open and talk about money too."

Wondering why Sacks thinks it’s so important to talk about money? It affects our lives pretty dramatically. If we’re not taking care of our financial well-being, there are visible ripple effects — just like other pieces of our health.

On the third category of wellness:

“I think about wellness in three categories — physical wellness, mental wellness, and financial wellness. Even though we don’t talk about financial wellness as often, if you’re not financially well, you’re going to suffer in the same way that if you’re not taking care of your body or your mind. But while you’d talk with your friends about the personal trainer you were working with or the therapist you were seeing to improve your physical or mental health, we don’t talk about what we’re doing to better our finances in the same way.”

Sacks has uncovered that many people think in order to be a successful investor you have to be super aggressive and consumed by the markets but her investing philosophy is anything but that. She believes that investing doesn't have to become your personality type — unless, of course, you want it to be.

On her investing philosophy:

“When it comes to investing, I’m a big follower of buy-hold value investing and, as Warren Buffet always talks about, compound interest. I buy things that I really believe in and leave it there — that “set it and forget it” mentality really works. Frankly, I’m really busy, and I don’t need to be up with the Chinese markets to sell things. I’d rather live my life. Where certain companies close for the day doesn’t really matter in the scope of your portfolio, I’ve learned. I think that investing can feel relaxing and easy, and sure I’ll put aside a little bit of money to have fun with, but most of my money is in long term investments.”

Wondering where Sacks put her money when she made her first investments? She started with products she knew and loved.

On her first investments:

“I was probably 10 when I made my first investments. I had some money saved and my dad suggested that we invest in, and I decided that I wanted to invest in Lay’s ($PEP) and Starbucks ($SBUX) because I really liked potato chips and frappuccinos at the time. I really thought that I should get extra whipped cream with my frappuccino when I went into Starbucks since I was a shareholder and was disappointed that it didn’t give me more clout.”

This content is for educational purposes only. It is not investment advice. Past performance does not guarantee future results. See Public.com/disclosures. 

211,059 Followers • 34 Following
@mrsdowjonesFinancial Pop Star
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I use humor & pop culture to teach you about money #financeiscool
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