What you need to know

The economy is strengthening, the stock market has been volatile, and interest rates remain low. The recession hit portfolios hard, and many people adjusted their investing behavior, with some becoming more aggressive and others more conservative. Different generations have different investment goals and allocate their investment portfolios accordingly. This report will examine how investors view investing whether – and how – they have changed their investment goals.

Definition

This report covers the attitudes and behaviors of investors regarding their investments and their investing plans:

  • Do they have investment account(s) and, if so, what kind?

  • How much do they have invested in taxable and tax-advantaged retirement accounts?

  • What are their investment plans for the next 12 months?

  • How do they feel about robo-advisers?

  • How do they plan to adjust their investment strategies to fit their vision of the US economy?

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