It's Time to Redefine ‘Investor’: How Looking Beyond Investing Stereotypes Can Drive Long-Term Success

It’s time to take a different look at investors and discuss how common investor stereotypes—based on age, income, ethnicity, or income level—aren’t that helpful. Instead, we should look at how varied investors have become and what this diversity means for industry professionals and policymakers. 


Our research explores:

  • How the true face of U.S. investors goes beyond stereotypes about age, race, and income.

  • How these stereotypes might affect investors' planning horizons and risk appetites.

  • Why diversity among investors makes personalized advice essential for reaching financial goals.