The intersection between Americans’ health and wealth is intuitive. Some companies are beginning to offer products, services and employee benefits to meet the needs that arise from this convergence. We believe there is opportunity to explore even more solutions that will help Americans become more at peace with their health and wealth, and to help […]
Author Archive | Anne Aldrich, Partner
In 1974, thanks to the Equal Credit Opportunity Act, women were given the right to open bank accounts and get mortgages and personal credit cards in their own names. Before that, single women were required to bring a man along to cosign any credit application, regardless of their income. Today, less than 50 years later, […]
Intersections between and amongst industries can create opportunities. Our work gives us a window into several sectors, and we often find ourselves applying what we’ve learned from one industry to an entirely different industry. Here are three examples.
We refreshed our 2016 Motivations Assessment Program™ (MAP) study in April 2017 and found the following key results about both financial confidence and anxiety: Financial satisfaction and confidence managing one’s financial situation both increased since last year Different patterns of change by age: Gen X continues to struggle Those deeply dissatisfied and anxious about finances not […]
New research by America Saves, in partnership with Artemis Strategy Group, explores who Committed Savers are, what triggered and/or accelerated their savings, what barriers they encountered in their savings journey, what steps they took to overcome these challenges, and how well they succeeded. Read the full press release and download the survey summary and data.
Our recent ebook from our Motivation Assessment Program™ (MAP) work, Americans and Their Money, describes the impact of financial anxiety on Americans. One reasonable assumption is that the accumulation of financial assets can reduce financial anxiety. We decided to examine that by looking separately at Americans who have at least half a million dollars ($500,000+) in investable assets […]