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The performance data contained herein represents past performance which does not guarantee future results. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost.
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Merrill Edge Report Fall Mass Affluent Financial Statistics
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Type a symbol or company name and press Enter. Help When You Want It. Help When You Need It. General Investing Online Brokerage Account. Read the report PDF. Aron Levine Head of Merrill Edge. Download video transcript PDF. The new happily ever after This sentiment is just as likely for men as it is for women 54 percent, compared to 57 percentwhereas Generation Z born between and is the sole generation to choose love 54 percent over money 47 percent.
Survey respondents also said they prefer a partner who is career focused 63 percent over socially focused 37 percent ; frugal 55 percent more than philanthropic 45 percent ; and a saver 83 percent rather than a spender 17 percent.
When money doesn’t talk While Americans are looking to their partners for financial security, they are tight-lipped when it comes to discussing their own finances. Many are postponing the “money talk” with their significant others, as the majority admit they rarely talk about their own debt 60 percentsalary 57 percentinvestments 55 percent and spending habits 51 percent.
Furthermore, respondents rank nearly all major relationship milestones ahead of discussing their finances, including meeting the family, being intimate, traveling together and discussing politics. Saving to save This never-ending quest for financial security ruc prompting Americans to save at record rates. But it is clear that saving does not equate to planning, as the majority say they have no monetary goals in mind when it comes to many major life milestones, including having a baby 67 percentgetting married 63 percentputting a down payment on a house 50 percent and retiring 50 percent.
Economic repport and a lack of financial planning seem to be creating this burgeoning trend of dependence on others for financial security. We believe that it’s crucial to have a financial plan at every life stage in order to achieve financial goals and stay on the right path to financial success.
Read the Merrill Edge Report: Fall for insights on the mass affluent. View and share infographics from the Merrill Edge Report.
Resources Reporters may contact: Merrill Edge on Twitter. Spotlight on Women PDF. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating. Convergys an independent market research company conducted a nationally representative, panel-sample online survey on behalf of Merrill Edge Sept.
The survey consisted of 1, mass affluent respondents throughout the U. For this purpose, investable assets consist of the value of all cash, savings, mutual funds, CDs, IRAs, stocks, bonds and all other types of investments such as a kBand Roth IRA, but excluding primary home and other real estate investments.
We conducted an oversampling of mass affluents in Atlanta. Merrill Edge has been recognized by J. Merrill Edge earned the top overall score of Learn more at http: Reprinted with permission of Barron’s. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences.
These rankings or ratings are not indicative of any future performance or investment outcome. Power Certified Contact Center Program SM recognition is based on successful completion of an evaluation and exceeding a customer satisfaction benchmark through a survey of recent servicing interactions. For more information, visit www.