Financial Advisory for Women

It's About Time.

 

    

Bell Tower Advisors Philosophy

  • We are independent
  • We are fee-only
  • We act as fiduciaries on behalf of our clients
  • We are committed to remain a boutique firm
  • We serve women (and like-minded men!)

2014 Performance: Men versus Women

According to at least one source, women beat men in the investing department last year.  Read it and weep!  Actually, I find it rather amusing that this contest between men and women has been developing over the last few years.  It didn't even exist 10 years ago.  But if you read closely, you'll see that the "older" group (50 - 64) did the best of all groups, with a return of 8.6%.  Interesting.  Knowledge is power, I guess.

 

Who Had Bigger Investment Returns in 2014: Women or Men?

BY Jeremy Greenfield Follow |
01/21/15 - 02:33 PM EST |

NEW YORK (TheStreet) -- When it comes to investing, women outperformed men last year, while baby boomers beat all the younger generations, according to social-investing start-up Openfolio.

Openfolio allows users to link their brokerage accounts to an app that helps them mark their own progress and compare it with their peers. The goal is that users help guide each other to better investment decisions.

Looking at the 2014 performance of the portfolios of 3,000 of its users (not a nationally representative sample), Openfolio found that women outperformed men and a bevy of other interesting data points:

-- Women returned on average 5.3% last year; men, 4.9%
-- West Coast investors returned 5.9%, versus those in the Midwest (4.7%), the East Coast (4.5%) and the Southeast (3.1%)
-- Older investors did better: Those aged 50-to-64 returned 8.6% in 2014, versus those younger than 25, who returned just 2.2%

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