Women Investors Survey 2025 Generational Focus

This report presents the findings of the Women Investors Survey conducted by Charles Schwab in collaboration with Logica Research. The survey, which took place from January 7 to January 23, 2025, involved 1,200 American women who are primary or joint financial decision-makers with at least $5,000 in investable assets. The report focuses on generational differences among women investors, particularly comparing Millennials, Gen X, and Boomers. Key findings include that Millennial women begin investing earlier than their Boomer counterparts, with an average age of 27 compared to 36 for Boomers. Additionally, Millennial women exhibit greater confidence in their investment strategies and are more likely to view themselves as investors and traders. The report also highlights the motivations behind investing, with younger women showing a desire to learn and have fun with their investments. Overall, the survey emphasizes the evolving landscape of women investors across different generations.