Haley Sacks' Investments & Profile | Public.com
Skip to main
We’re doing some system maintenance

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. 

210,451 Followers • 34 Following
Haley
@mrsdowjonesFinancial Pop Star
Haley avatar
I use humor & pop culture to teach you about money #financeiscool
New Yorkhttps://youtube.com/c/MrsDowJones

© Copyright 2021 Public Holdings, Inc. All Rights Reserved.

Free trading refers to $0 commissions for Open to the Public Investing, Inc Financial self-directed individual cash brokerage accounts that trade U.S. listed securities via mobile devices. Relevant SEC & FINRA fees may apply. Please see our Commission and Fee Schedule.

This is not an offer, solicitation of an offer or advice to buy or sell securities, or open a brokerage account in any jurisdiction where Open to the Public Investing, Inc is not registered.

Open to the Public Investing, Inc does not recommend any securities. All investments involve risk and the past performance of a security or financial product does not guarantee future results or returns. Keep in mind that while diversification may help spread risk it does not assure a profit, or protect against loss, in a down market. There is always the potential of losing money when you invest in securities or other financial products. Investors should consider their investment objectives and risks carefully before investing.

The above content is provided for general informational purposes only. It is not intended to constitute investment advice or any other kind of professional advice and should not be relied upon as such. Before taking action based on any such information, we encourage you to consult with the appropriate professionals. We do not endorse any third parties referenced within the article. Market and economic views are subject to change without notice and may be untimely when presented here. Do not infer or assume that any securities, sectors or markets described in this article were or will be profitable. Past performance is no guarantee of future results. There is a possibility of loss. Historical or hypothetical performance results are presented for illustrative purposes only.

Investors should be aware that system response, execution price, speed, liquidity, market data, and account access times are affected by many factors, including market volatility, size and type of order, market conditions, system performance, and other factors. These risks are to be assumed by the customer. For additional information on data provided within the App, please see our Data Disclosure.

Investors should consider the investment objectives and unique risk profile of Exchange Traded Funds (ETFs) carefully before investing. ETFs are subject to risks similar to those of other diversified portfolios. Leveraged and Inverse ETFs may not be suitable for all investors and may increase exposure to volatility through the use of leverage, short sales of securities, derivatives and other complex investment strategies.

Although ETFs are designed to provide investment results that generally correspond to the performance of their respective underlying indices, they may not be able to exactly replicate the performance of the indices because of expenses and other factors. A prospectus contains this and other information about the ETF and should be read carefully before investing. Customers should obtain prospectuses from issuers and/or their third party agents who distribute and make prospectuses available for review. ETFs are required to distribute portfolio gains to shareholders at year-end. These gains may be generated by portfolio rebalancing or the need to meet diversification requirements. ETF trading will also generate tax consequences. Additional regulatory guidance on Exchange Traded Products can be found by clicking here.

Third-party information provided for Open to the Public Investing, Inc product features, Open to the Public Investing, Inc communications and communications emanating from its social media community, market prices, data and other information available through Open to the Public Investing, Inc are meant for informational purposes only and are not intended as an offer or solicitation for the purchase or sale of any financial instrument or as an official confirmation of any transaction. The information provided is not warranted as to completeness or accuracy and is subject to change without notice. The Open to the Public Investing, Inc website provides its users' links to social media sites and email. The linked social media and email messages are pre-populated. However, these messages can be deleted or edited by Open to the Public Investing, Inc users, who are under no obligation to send any pre-populated messages. Any comments or statements made herein do not reflect the views of Open to the Public Investing, Inc or any of its subsidiaries or affiliates. Note that certain Open to the Public Investing, Inc product features listed are currently in development and will be available soon. Open to the Public Investing, Inc., may receive payment for order flow through third parties.

All securities and investments are offered to self-directed customers by Open to the Public Investing, Inc, member FINRA & SIPC. Additional information about your broker can be found by clicking here. Open to the Public Investing, Inc is a wholly-owned subsidiary of Public Holdings Inc.