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8.27.2023 I Are Women Better Investors?
Manage episode 375772903 series 2982853
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Introducing Jackie Ampe:
- Jackie is a Senior Vice President and Financial Advisor at Wealth Enhancement Group
- She has a broad base of knowledge and years of experience in the financial industry and is especially passionate about educating women on investing and financial planning.
- Highly credentialed, having earned her CFP® (Certified Financial Planner), CERTIFIED RETIREMENT COUNSELOR® Professional designations and is insurance-licensed
- BS from St. Cloud University
- When not working with clients, Jackie enjoys walking, traveling, gardening and spending time with her husband and six boys, two daughters-in-law and their fur baby, Ralphie.
Women hold a growing proportion of global wealth
1. Women now have discretion over $10 trillion of U.S. household financial assets, about one-third of the total
- More women work and own their own businesses than ever before
- Women now earn the majority of college and professional degrees
2. Nine in ten women who are married or live with a partner say they are involved with spending and investing decisions, up from 42% in 2012, according to recent consumer research.
3. Still, there are significant disparities in median household wealth based on age, gender, and marital status.
Education is a critical leveler of investment success
- Two-thirds of women now invest outside of emergency funds and retirement accounts, according to a 2021 Fidelity Investments Women and Investing study.
o Women appear to be more methodical and less emotional about making investment decisions
Aligning with Values
- 95% of women ranked “helping others” and 90% reported “environmental responsibility” as important to them.
- Sixty-two percent of women say that societal causes are more important than wealth accumulation, vs. 53% of men.
- There’s also a growing field of gender-lens investing, that means making investments or gifts to non-profits while considering how women and/or girls might be positively impacted.
Next Steps
- What is important to you and how can you align your values with money?
- How will you generate sustainable income in retirement?
- How will you plan ahead for tax liabilities?
- What do you want to leave behind as a legacy for your heirs, or causes you believe in?
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