Lower-Income and Gen Z Investing at Record Rates, Data Shows

✍️ By Jennifer Sor (Business Insider) | 📅 2025-09-01

Lower-Income and Gen Z Investing at Record Rates, Data Shows

Investment Trends

Young and lower-income Americans are five times more likely to invest today than 10 years ago, according to JPMorgan data :contentReference[oaicite:6]{index=6}.

But low savings and unstable income highlight the need for injecting stability into their financial behavior.

  • Sharp rise in investing by vulnerable groups
  • Investing sees growth despite financial fragility
  • Shift toward equities even amid economic risk

Implications & Risks

Early investing is powerful, but must be paired with a liquidity buffer; markets remain unpredictable.

Financial experts urge diversified portfolios with protective reserves.

  • Leveraging ETFs for portfolio diversity
  • Dual focus: savings + investment

Conclusion & Actionable Advice

Young investors should automate savings and investing simultaneously, starting with small ETF allocations while maintaining cash reserves.

Use low-cost robo-advisors and regularly rebalance portfolios for long-run growth.

  • Split income: both invest and save
  • Choose low-fee, diversified platforms
  • Educate on risk tolerance and rebalancing