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NEW MOTIVATION RESEARCH
The Motivations Assessment ProgramTM (MAP) is a resource we draw on to supplement our custom research for our clients. We offer papers and eBooks to illustrate our proprietary Motivation Research approach, and in the process we highlight key decision drivers related to health and financial decision making.
Health and Finances: Americans’ Views on Government Priorities
Becoming Healthy, Wealthy and Wise. Can an App Do All That?
The Quest for (Financial) Peace of Mind
Thought leadership is one of our core competencies; the backbone of our business is conducting research to aid effective communications. We are great market researchers, and we understand the unique needs of public release studies, especially the importance of telling a good story. Here are a few recent studies our clients have released:
Our third Retirement Reset survey for the Alliance for Lifetime Income (ALI) found that COVID-19 and the subsequent market volatility are making Americans more pessimistic about their retirement plans and driving many to seek lower-risk options for their retirement investments. Key takeaways and a look back at the context for all three Retirement Reset surveys are available here.
Our recent survey for Ameriprise Financial found that the vast majority of investors who have experienced a major financial setback have overcome it. How they did so could have important implications for those dealing with financial challenges due to the COVID-19 pandemic. Check out major findings from the study here.
Our second related survey for the Alliance for Lifetime Income (ALI) found that older Americans are looking to reduce retirement risk due to the COVID-19 pandemic. This nationwide survey focused on issues facing Americans approaching or in retirement. It was conducted online from April 13 to 20, 2020, among 1,231 adults ages 56 to 75 who are employed or retired, all with a minimum of $100,00 in assets. This shift in risk tolerance is already driving long-term changes in retirement investing behavior. Here are some of the key takeaways from this study.
Our first Retirement Reset survey for the Alliance for Lifetime Income (ALI), among people in their prime retirement years – ages 61 to 65, aimed to better understand the questions, lessons and surprises that arise for so many as they approach the end of their career. This survey was conducted during a period of massive upheaval and market volatility (March 6-16) from the initial impact of the coronavirus and resulting economic uncertainty. It therefore provided useful insights into how Americans at this age respond to heightened uncertainty and think about the timing of their own retirement. Check out some key takeaways.
Our client Fidelity Charitable recently published results from a survey of philanthropic individuals to see how they’re thinking about philanthropy in response to the COVID-19 pandemic and how the situation could affect their giving and volunteering behaviors. Here’s a brief summary.
Most people we talk with lately are longing for ways of connecting during the pandemic. Striving for a sense of connection is one of the key components in human motivation, and it may be increasing as a priority as we feel its absence. Connection is a key force with many nuances — it can include a sense of belonging, feeling close to family and friends and a range of other important ideas. The question is, for how long will this priority of connection have heightened importance? Will people change their long-term behavior as a result of how they’ve assessed their priorities during the pandemic?