Smarter You Series - Women and Wealth

Smarter You Series - Women and Wealth

by Brandon Miller on Mar 29, 2021

Women, Wealth Management, Retirement Planning, Financial Planning, Personal Finance

Studies show women and men approach financial decisions quite differently.* It seems that women tend to be more goal-oriented, take on less risk, prefer to buy and hold, and seek out professional advice more often than men.

These tendencies are likely what help women earn higher returns in general than men, while taking on less risk. But these same inclinations can also hold women back when it comes to their money.

That’s why this Smarter You talk centers around women and wealth. Brio’s Donna DeSanctis hosted the call and spoke about:

• How to have more confidence in your investment decisions
• How to find a level of risk that works for your tolerance and goals
• When it makes sense to sell an investment
• Strategies to keep you from outliving your assets

Brio wants to help you become the smartest, most confident investor possible. We hope you find this play informative and look forward to seeing you at future educational events. Also, if you have any female friends or co-workers who you think could benefit from our talk about women and wealth, we invite you to share this page with them.

If you have questions or would like to learn more please email us at or call us directly at 833-623-2450.

* Sources:
Who’s the Better Investor: Men or Women? Fidelity Investments, May 18, 2017.
Wei Lu, Peter L. Swan and P. Joakim Westerholm, The Gender Face-Off: Do Females Come Out on Top in Terms of Trading Performance? 29th Australasian Finance and Banking Conference, August 20, 2016.

This video is for general informational purposes and all opinions expressed therein constitute the judgment of the presenter(s) as of the date of the recording. These opinions are subject to change without notice and are not intended to provide specific advice or recommendations for any individual situation or on any specific security. The material has been gathered from sources believed to be reliable, however Brio cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source.  Brio does not provide tax or legal advice, and nothing contained in these materials should be taken as such. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. As always please remember investing involves risk and possible loss of principal capital and past performance does not guarantee future returns; please seek advice from a licensed professional. Advisory services are only offered to clients or prospective clients where Brio and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Brio unless a client service agreement is in place.