Our client Ameriprise Financial recently published results from a nationwide survey we conducted of Americans ages 30–70 with $100,000 or more in investable assets. This survey focused on major financial setbacks and how investors have dealt with them. Major findings include the following: Most investors (73%) have experienced at least one major financial setback of […]
Our client the Alliance for Lifetime Income (ALI) recently published results from a nationwide survey focused on issues facing Americans approaching or in retirement. (This online survey was conducted 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.) The […]
Our client the Alliance for Lifetime Income (ALI) recently published results from a nationwide survey of people in their prime retirement years – ages 61 to 65 – 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 […]
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. Key takeaways include the following: Most donors plan to maintain—or even increase—the amount they donate to charity this […]
Our client the Alliance for Lifetime Income (ALI) recently announced a new retirement planning tool. The Check off the Basics approach to protecting your income helps you think about retirement income planning relative to your expenses. The first step is to understand how much income you need to cover your essential monthly expenses, such as your […]
In our recent study for client Global Atlantic, we asked investors how they expect the election cycle to impact their retirement plans. Key findings include the following: A third (33%) of investors expect “very substantial” stock market volatility during the 2020 presidential campaign. Even amid the continued stock market rally, nearly half of respondents either […]
