All the
results

Methodology

3,291 U.S. residents 18+
Median age: 35
Research fielded: May - June, 2020
Respondents were recruited from Public.com and Finimize communities.

  • 1. Do you talk about investing with your friends?

    Percentage among people who invest
    • Yes
    • No
    • 56.0%
    • 44.0%
    • Yes
    • No
    By gender
    • 58.4%
    • 41.6%
    • Yes
    • No
    • 50.5%
    • 49.5%
    • Yes
    • No
    By age
    • 63.6%
    • 36.4%
    • Yes
    • No
    • 57.8%
    • 42.2%
    • Yes
    • No
    • 47.9%
    • 52.1%
    • Yes
    • No
    • 42.6%
    • 57.4%
    • Yes
    • No
    • 37.7%
    • 62.3%
    • Yes
    • No
    080%
  • 2. What is your primary source for conversations about investing?

    Percentage among people who talk about investing with others
    • All
    • Men
    • Women
    • 36.8%
    • 38.7%
    • 32.4%
    • All
    • Men
    • Women
    • 26.3%
    • 27.9%
    • 22.6%
    • All
    • Men
    • Women
    • 21.3%
    • 18.6%
    • 29.2%
    • All
    • Men
    • Women
    • 15.2%
    • 14.9%
    • 15.8%
    • All
    • Men
    • Women
    040%
  • 3. How old were you when you first learned the basics of investing?

    • All
    • Men
    • Women
    • 23.6%
    • 21.8%
    • 27.9%
    • All
    • Men
    • Women
    • 37.7%
    • 37.1%
    • 39.2%
    • All
    • Men
    • Women
    • 34.2%
    • 36.7%
    • 28.4%
    • All
    • Men
    • Women
    • 4.5%
    • 4.5%
    • 4.4%
    • All
    • Men
    • Women
    040%
  • 4. Where did you first learn the basics of investing?

    • All
    • Men
    • Women
    • 54.5%
    • 57.9%
    • 46.4%
    • All
    • Men
    • Women
    • 11.9%
    • 12.4%
    • 10.8%
    • All
    • Men
    • Women
    • 9.0%
    • 5.9%
    • 15.8%
    • All
    • Men
    • Women
    • 7.4%
    • 6.9%
    • 8.7%
    • All
    • Men
    • Women
    • 6.5%
    • 7.0%
    • 5.7%
    • All
    • Men
    • Women
    • 6.1%
    • 6.3%
    • 5.9%
    • All
    • Men
    • Women
    • 2.3%
    • 2.1%
    • 3.0%
    • All
    • Men
    • Women
    • 2.3%
    • 1.5%
    • 3.7%
    • All
    • Men
    • Women
    060%
  • 5. What is the biggest impediment when it comes to building your financial literacy?

    • All
    • Men
    • Women
    • 28.3%
    • 28.8%
    • 27.3%
    • All
    • Men
    • Women
    • 27.4%
    • 25.5%
    • 31.6%
    • All
    • Men
    • Women
    • 17.3%
    • 18.5%
    • 14.8%
    • All
    • Men
    • Women
    • 14.3%
    • 14.1%
    • 14.7%
    • All
    • Men
    • Women
    • 12.7%
    • 13.1%
    • 11.6%
    • All
    • Men
    • Women
    040%
  • 6. Which factors are important to you when choosing a financial services product?

    • All
    • 72.4%
    • All
    • 45.8%
    • All
    • 42.2%
    • All
    • 39.0%
    • All
    • 28.2%
    • All
    • 13.3%
    • All
    080%
  • 7. Which factors do you consider when making an investment decision?

    Percentage among those who invest
    • All
    • Men
    • Women
    By gender
    • 81.7%
    • 82.3%
    • 80.4%
    • All
    • Men
    • Women
    • 64.1%
    • 64.8%
    • 62.0%
    • All
    • Men
    • Women
    • 48.9%
    • 49.0%
    • 48.0%
    • All
    • Men
    • Women
    • 28.4%
    • 25.3%
    • 34.7%
    • All
    • Men
    • Women
    • 26.8%
    • 28.4%
    • 23.3%
    • All
    • Men
    • Women
    0100%
    By age
    • All
    • 18 to 29
    • 31 to 41
    • 42 to 53
    • 54 to 65
    • 66+
    • 81.7%
    • 55.5%
    • 81.1%
    • 84.1%
    • 86.7%
    • 80.6%
    • All
    • 18 to 29
    • 31 to 41
    • 42 to 53
    • 54 to 65
    • 66+
    • 64.1%
    • 65.0%
    • 64.8%
    • 61.5%
    • 63.3%
    • 70.1%
    • All
    • 18 to 29
    • 31 to 41
    • 42 to 53
    • 54 to 65
    • 66+
    • 48.9%
    • 53.1%
    • 49.8%
    • 45.0%
    • 41.6%
    • 38.8%
    • All
    • 18 to 29
    • 31 to 41
    • 42 to 53
    • 54 to 65
    • 66+
    • 28.4%
    • 30.0%
    • 28.4%
    • 26.7%
    • 27.9%
    • 22.4%
    • All
    • 18 to 29
    • 31 to 41
    • 42 to 53
    • 54 to 65
    • 66+
    • 26.8%
    • 28.9%
    • 27.2%
    • 24.3%
    • 38.1%
    • 34.3%
    • All
    • 18 to 29
    • 31 to 41
    • 42 to 53
    • 54 to 65
    • 66+
    0100%
  • 8. How would you rate your own financial literacy?

    (5 = Excellent, 1 = Poor)
    • All
    • Men
    • Women
    • 6.0%
    • 6.8%
    • 4.1%
    • All
    • Men
    • Women
    • 22.4%
    • 24.7%
    • 17.3%
    • All
    • Men
    • Women
    • 45.4%
    • 45.9%
    • 44.5%
    • All
    • Men
    • Women
    • 18.3%
    • 16.3%
    • 22.6%
    • All
    • Men
    • Women
    • 7.9%
    • 6.3%
    • 15.5%
    • All
    • Men
    • Women
    050%
  • 9. How would you describe your overall investment approach?

    Percentage among those who invest
    • All
    • Men
    • Women
    • 39.6%
    • 38.6%
    • 42.1%
    • All
    • Men
    • Women
    • 34.5%
    • 34.2%
    • 34.7%
    • All
    • Men
    • Women
    • 14.0%
    • 14.5%
    • 12.9%
    • All
    • Men
    • Women
    • 11.9%
    • 12.7%
    • 10.3%
    • All
    • Men
    • Women
    040%
  • 10. Where do you invest?

    Percentage among those who invest
    • All
    • Men
    • Women
    • 85.7%
    • 87.6%
    • 81.1%
    • All
    • Men
    • Women
    • 57.0%
    • 57.8%
    • 55.0%
    • All
    • Men
    • Women
    • 24.7%
    • 29.3%
    • 14.2%
    • All
    • Men
    • Women
    • 20.6%
    • 22.5%
    • 16.4%
    • All
    • Men
    • Women
    • 13.6%
    • 14.8%
    • 10.9%
    • All
    • Men
    • Women
    0100%
  • 11. How has recent market volatility impacted your overall investment outlook?

    • All
    • Men
    • Women
    By gender
    • 46.3%
    • 48.5%
    • 41.2%
    • All
    • Men
    • Women
    • 19.1%
    • 18.6%
    • 19.9%
    • All
    • Men
    • Women
    • 34.6%
    • 32.9%
    • 38.9%
    • All
    • Men
    • Women
    By age
    • All
    • 18 to 29
    • 30 to 41
    • 42 to 53
    • 54 to 65
    • 66+
    • 46.3%
    • 51.0%
    • 47.4%
    • 42.6%
    • 37.7%
    • 23.2%
    • All
    • 18 to 29
    • 30 to 41
    • 42 to 53
    • 54 to 65
    • 66+
    • 19.1%
    • 17.8%
    • 19.7%
    • 17.1%
    • 26.2%
    • 17.4%
    • All
    • 18 to 29
    • 30 to 41
    • 42 to 53
    • 54 to 65
    • 66+
    • 34.6%
    • 31.2%
    • 32.9%
    • 40.3%
    • 36.1%
    • 59.4%
    • All
    • 18 to 29
    • 30 to 41
    • 42 to 53
    • 54 to 65
    • 66+
    060%

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