As I was continuing my Certified Financial Planning™ coursework to satisfy the CFP® education requirement, I came across an investing statistic I found interesting (and a bit concerning). Per Gallup’s annual Economic and Personal Finance survey, only 54% of U.S. adults report having money invested in stocks in some form (directly or through a fund).
This figure was higher before the 2008 financial crisis – 62% – but that still seems low. For folks considering whether to enter financial planning (or financial coaching), this appears to be yet another data point showing that there is room for improvement.
