Artemis Strategy Group

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Volunteering During COVID-19, Fidelity Charitable

Volunteering during COVID-19 -- a shift in activity -- from Fidelity Charitable

Our client Fidelity Charitable recently released the results of our nationwide survey among donors about volunteering during COVID-19. The study found that two-in-three volunteers decreased or stopped contributing time due to the pandemic. This could have stark implications for nonprofits that historically rely on volunteers during the busy holiday season. Key takeaways include the following: […]

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More Americans with Source of Protected Income in 2020, Alliance for Lifetime Income

A chart showing the protected income increase from 2019 to 2020

Our client the Alliance for Lifetime Income (ALI) recently published results from a nationwide survey that spotlights some of the progress and inherent tensions facing Americans thinking about, planning for and living in retirement. In conducting this survey, we found that an estimated 3.1 million households added a source of protected income in the past […]

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Americans Pessimistic About Retirement Plans Due to Pandemic, Alliance for Lifetime Income

70% of older working Americans say pandemic has made them more pessimistic about their retirement plans; Only a third (33%) are very confident they will have the income they need to cover all their expenses in retirement

Our client the Alliance for Lifetime Income (ALI) recently published results from a nationwide survey focused on issues facing Americans approaching or in retirement. Because of the timing of this survey, conducted from June 18 to 22, many of these issues were specifically related to the COVID-19 pandemic. Overall, we found that COVID-19 and the […]

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Overcoming Financial Setbacks, Ameriprise Financial

Financial setbacks: top five

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 […]

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Americans Looking to Reduce Retirement Risk, Alliance for Lifetime Income

Three out of four Americans are worried about the COVID-19 pandemic's impact on retirement investments. Many are hoping to reduce retirement risk.

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 […]

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