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Women and Investing

Change is in the Air

Change is in the Air

The financial industry was set up for men, the world is ready for change.

Women have important strengths when it comes to investment planning and success including a disciplined approach, a willingness to learn, and a long-term view of risk taking1. On average women are achieving the highest absolute returns and highest risk adjusted returns compared to their male counterparts2.  


More Women are Investing

More Women are Investing

In a 2021 study, approximately 67% of women are expanding their portfolios by investing above and beyond their retirement accounts, up from 44% in 20183.

Younger women are also investing earlier than previous generations and becoming more confident at taking control of their long-term financial futures. 

<br data-mce-bogus="1"><br data-mce-bogus="1"><br data-mce-bogus="1">How we can help?




How we can help?

We are here to listen.  You can trust we will prioritize your personal needs and goals into a plan** that makes sense for you.

Whether it's financial independence, caring for an elderly parent, planning for college education, or leaving a legacy; you can count on us every step of the way.

**Please note that you can implement your financial plan at the financial institution of your choice.

1. Wells Fargo (2022). "Women and investing: The strengths of women investors"

2. Gender Differences in Performance at Wells Fargo Advisors, Wells Fargo Wealth & Investment Management (WIM) Analytics, July 2021. Average annual trades over a five-year period from January 1, 2016 - December 21, 2020. 

3. Fidelity Investments (2021). "2021 Women and Investing Study."

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