Women Investors

Women have come a long way economically and in business ownership:

Economically:

• In 2011, women controlled about $20 trillion in global consumer spending, this number could climb as high as $28 trillion after five years¹
• In 2011, 74.9% of women identified themselves as the primary shoppers for their household²

1. Source: The Economic Times. “Why Women Consumers Matter and What Companies are Doing About It.” March 2012. Based on a study by Boston Consulting Group.
2. Source: Catalyst. “Buying Power.” April 2012. Based on MRI’s Survey of the American Consumer, 2011.

Business Ownership:

• It is estimated that there are more than 8.3 million women-owned businesses in the United States¹
• Women-owned businesses are estimated to generate nearly $1.3 trillion in revenue and employing nearly 7.7 million people¹

1 Source: openforum.com. “New OPEN Study Reports Growth of Women-Owned Businesses for 2012.”

However, women still have many concerns:

Based on a 2010 Survey, three of the major concerns for women are:

Long-Term Health Care

•  Women represented more than 70% of nursing home residents^₁

Financial Security

•  10.7% of women age 65+ lived in poverty, compared to 6.2% of men²

Living Alone

•  37% of women age 65+ lived alone, compared to 19% of men²

1. Source: U.S. Department of Health and Human Services. “Resident living in Residential Care Facilities: 2010.”
2. Source: U.S. Department of Health and Human Services. “A Profile of Older Americans: 2011.”

Three Important Steps

1. Develop a financial plan
2. Grow knowledge of investing fundamentals
3. Talk to your financial professional

Learn more about our process