07.03.25

Millennial Women Get Into Investing Earlier Than Elders, Survey Finds

by: Tracey Longo

Millennial women begin investing at an average age of 27, according to a new study from Charles Schwab, nearly a decade earlier than their baby boomer counterparts. They’re also far more confident, diverse in their investment strategies and eager to learn. “These really positive shifts with young women investors mirror what we see in our day-to-day work with clients,” Jeannie Bidner, head of Schwab’s Branch Network, said in releasing the survey of 1,000 women investors nationwide. “Women are coming to the table earlier, more prepared and asking deeper questions, which lead to more meaningful and personalized financial planning conversations.”

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