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 will center around women and wealth. Brio’s Donna DeSanctis will be hosting the call and talking 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
If you'd like to join the video conference please use the following link: https://us02web.zoom.us/j/415
To call in to the teleconference use the information below:
Dial In Number: (669) 900-9128
Meeting ID: 415 215 3282
If you have specific questions you would like answered during this presentation, please send them in advance to hello@briofg.com so we can cover what’s most important to you.
Brio wants to help you become the smartest, most confident investor possible. We hope to see you at this or a future educational event. Also, if you have any female friends or co-workers who you think could benefit from our talk about women and wealth, we would love for them to join us as well.
* 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.