Money Behaviors 2020

In Partnership with Finimize

About this event

It’s 2020, the world has changed and investors have too. What is a ‘modern-day investor’ and how do they invest? How do they find financial freedom in an uncertain world?

Finimize and hosted an exclusive three-part virtual event series and shared research from 3,500 investors on July 30th. This first event discussed how new platforms, communities, and education are shaping the everyday investor.

This session included a live Q&A with our expert panel of speakers who answered some most pressing questions about investing in 2020 and helped arm our audiences with the information they need to navigate your financial future.

This talk is for educational purposes only. It is not intended to be investment advice. When it comes to conversations about the stock market, past performance does not guarantee future results. The opinions of guest panelists are their own. For more information, see

Topic covered

  • How the habits of modern-day investors are changing in an uncertain world
  • How has the culture of money, and more specifically, changed, with innovations like fractional shares?
  • What are the ways new investors are learning about the stock market?


Dominique Broadway

Dominique Broadway is an award-winning Personal Finance Coach, Speaker, Finance Expert, and the Founder of Finances Demystified & The Social Money Tour. Dominique has received various accolades such as the Top 30 Under 30 in Washington DC, the DC Future Business Leader of America Businessperson of the Year and the Top Financial Advisor for Millennials in the US. Dominique’s demystified financial advice, has been highlighted on Yahoo!, Huffington Post, Forbes, USA Today, Black Enterprise,, Ebony Magazine, Levo League, Refinery29 and other media outlets. She has a strong passion for working with young professionals, entrepreneurs, and people of all ages to bring their Dreams2Reality.

Tiffany Thomas

As a wealth mentor and founder of Wealthy Tiffany LLC, Tiffany Thomas has financially empowered thousands who follow her wealth building strategies and investing principles. She has successfully created a 7-figure investment portfolio and achieved financial freedom at age 38. A published author, digital course creator, and YouTuber, her mission lies in empowering individuals with confidence and clarity to build their own wealth.

Katie Perry

Katie Perry is VP of Marketing for Public makes the stock market social, inviting investors to share why they believe in companies and benefit from the collective wisdom of a transparent and constructive community.

Follow her on Public at