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July 21, 2025 Investor Insights Thumbnail

July 21, 2025 Investor Insights

Investor Insights

Women Retirement Savings

July 21, 2025

Enjoy this week's "Investor Insights," a weekly newsletter that highlights the financial news you need and provides tips and tricks for making better investment decisions. 

 

  • The Magnificent Seven outperformed the S&P 500 by 22% over 2023 and 2024, driving nearly half of the market’s gains. But through early July this year, Apple, Tesla, and Google are lagging the index by double digits. *1
  • Women have narrowed the retirement savings gap: Gen Z women's balances are 98% of men’s, compared to just 63% for baby boomers. Factors such as higher 401(k) participation (54% of Gen Z women vs. 44% of men) and shifting investment attitudes are contributing to this trend. 2
  • In the first half of 2025, JPMorgan earned $30B of profit — more than double its nearest competitor. As a result, JPMorgan’s stock is now worth more than the combined market value of Bank of America, Citigroup, and Wells Fargo. *3
  • The 2020s are experiencing the worst real (inflation-adjusted) returns for U.S. government bonds across all maturities on record, with 5-year, 10-year, and 20-year treasuries showing real returns of -3.5%, -5.1%, and -8.3% respectively. *4

Sources:

  1. Advisorpedia - "The Magnificent Seven Are No Longer So Magnificent
  2. Barrons - Women Live Longer Than Men. The Great (Horizontal) Wealth Transfer Is Coming."
  3. Bloomberg - "JPMorgan Is Now Worth More Than Three Largest Rivals Combined"
  4. A Wealth of Common Sense - "Is This the Worst Decade Ever For Bonds?"

*Past performance is not indicative of future performance

Disclosure: This information is furnished for the use of Glen Eagle Advisors, LLC, Glen Eagle Wealth, LLC, and their clients and/or contacts. It does not constitute the provision of investment advice to any person. It is not prepared with respect to the specific objectives, financial situation, or particular needs of any specific person. Investors reading this commentary should consult with their Glen Eagle representative/financial advisor regarding the appropriateness of investing in any securities or adapting any investment strategies discussed or recommended in this newsletter. 

Glen Eagle Wealth, LLC is a member of FINRA, MSRB and SIPC 

Glen Eagle Advisors, LLC is an SEC Registered Investment Advisor 

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