| Base | Variable GENDER | <$50K- Variable GENDER | $50-79k- Variable GENDER | $80k+- Variable GENDER | |||||
| A. M | B. F | A. M | B. F | A. M | B. F | A. M | B. F | ||
| Base | 2026 | 1063 | 963 | 316 | 311 | 269 | 274 | 365 | 253 |
| Q1.1 WHO CONSULTED ABOUT INVESTING DECISIONS | |||||||||
| No one. I make investment decisions on my own. | 74% |
78% -B |
69% A- |
84% -B |
73% A- |
72% -- |
70% -- |
77% -B |
64% A- |
| Spouse or significant other | 19% |
16% -B |
22% A- |
9% -b |
15% a- |
18% -- |
19% -- |
19% -B |
34% A- |
| Parent or guardian | 4% |
3% -- |
5% -- |
4% -- |
7% -- |
5% -- |
4% -- |
2% -- |
3% -- |
| Child | 1% |
1% -- |
2% -- |
1% -- |
1% -- |
0% -- |
1% -- |
1% -- |
2% -- |
| Friend | 9% |
10% -- |
9% -- |
10% -- |
10% -- |
12% -- |
11% -- |
8% -- |
7% -- |
| Financial advisor or other professional advisor | 10% |
11% -- |
9% -- |
8% -- |
8% -- |
11% -- |
9% -- |
12% -- |
11% -- |
| Coworker | 6% |
6% -- |
6% -- |
6% -- |
4% -- |
7% -- |
7% -- |
6% -- |
7% -- |
| Someone else | 4% |
4% -- |
5% -- |
3% -- |
4% -- |
2% -b |
7% a- |
4% -- |
4% -- |
| Base | Variable GENDER | <$50K- Variable GENDER | $50-79k- Variable GENDER | $80k+- Variable GENDER | |||||
| A. M | B. F | A. M | B. F | A. M | B. F | A. M | B. F | ||
| Base | 744 | 351 | 393 | 88 | 108 | 100 | 104 | 126 | 126 |
| Q1.2 FREQUENCY OF DISCUSSION WITH PERSON CONSULTED | |||||||||
| Daily | 7% |
8% -- |
6% -- |
6% -- |
6% -- |
10% -- |
6% -- |
7% -- |
7% -- |
| Weekly | 25% |
28% -- |
22% -- |
32% -- |
22% -- |
24% -- |
18% -- |
33% -- |
28% -- |
| Monthly | 30% |
32% -- |
28% -- |
30% -- |
33% -- |
33% -- |
31% -- |
32% -- |
24% -- |
| Quarterly | 22% |
20% -- |
24% -- |
18% -- |
21% -- |
19% -- |
19% -- |
21% -- |
28% -- |
| Annually | 8% |
4% -B |
11% A- |
6% -- |
7% -- |
8% -- |
15% -- |
1% -B |
10% A- |
| Less than once a year | 8% |
7% -- |
8% -- |
9% -- |
9% -- |
6% -- |
11% -- |
7% -- |
3% -- |
| Base | Variable GENDER | <$50K- Variable GENDER | $50-79k- Variable GENDER | $80k+- Variable GENDER | |||||
| A. M | B. F | A. M | B. F | A. M | B. F | A. M | B. F | ||
| Base | 2027 | 1064 | 963 | 318 | 311 | 270 | 274 | 364 | 253 |
| Q1.3 INVESTING DECISIONS INFLUENCED MOST BY | |||||||||
| News and current events | 26% |
26% -- |
26% -- |
25% -- |
28% -- |
23% -- |
23% -- |
30% -- |
28% -- |
| Stock market fluctuations | 7% |
6% -- |
7% -- |
8% -- |
9% -- |
6% -- |
7% -- |
5% -- |
4% -- |
| Research you do about different investment opportunities | 56% |
60% -B |
52% A- |
59% -B |
46% A- |
61% -- |
54% -- |
59% -- |
56% -- |
| Advice from family members | 4% |
1% -B |
6% A- |
2% -B |
8% A- |
1% -B |
5% A- |
1% -- |
3% -- |
| Advice from friends | 3% |
2% -B |
5% A- |
2% -b |
5% a- |
2% -b |
6% a- |
1% -B |
5% A- |
| Advice from professionals, such as a lawyer, accountant or financial advisor. | 4% |
4% -- |
4% -- |
4% -- |
5% -- |
6% -- |
4% -- |
4% -- |
3% -- |
| Base | Variable GENDER | <35- Variable GENDER | 35-44- Variable GENDER | 45-54- Variable GENDER | 55+- Variable GENDER | ||||||
| A. M | B. F | A. M | B. F | A. M | B. F | A. M | B. F | A. M | B. F | ||
| Base | 2027 | 1064 | 963 | 438 | 250 | 260 | 279 | 210 | 275 | 143 | 147 |
| Q1.3 INVESTING DECISIONS INFLUENCED MOST BY | |||||||||||
| News and current events | 26% |
26% -- |
26% -- |
24% -- |
24% -- |
29% -- |
26% -- |
28% -- |
29% -- |
24% -- |
25% -- |
| Stock market fluctuations | 7% |
6% -- |
7% -- |
6% -- |
9% -- |
7% -- |
5% -- |
6% -- |
7% -- |
7% -- |
7% -- |
| Research you do about different investment opportunities | 56% |
60% -B |
52% A- |
64% -B |
46% A- |
56% -- |
56% -- |
58% -b |
49% a- |
58% -- |
58% -- |
| Advice from family members | 4% |
1% -B |
6% A- |
1% -B |
11% A- |
2% -- |
5% -- |
1% -b |
5% a- |
1% -- |
2% -- |
| Advice from friends | 3% |
2% -B |
5% A- |
3% -B |
7% A- |
2% -b |
5% a- |
2% -- |
5% -- |
1% -- |
3% -- |
| Advice from professionals, such as a lawyer, accountant or financial advisor. | 4% |
4% -- |
4% -- |
3% -- |
2% -- |
4% -- |
4% -- |
6% -- |
6% -- |
8% -- |
5% -- |
| Base | Variable GENDER | <$50K- Variable GENDER | $50-79k- Variable GENDER | $80k+- Variable GENDER | |||||
| A. M | B. F | A. M | B. F | A. M | B. F | A. M | B. F | ||
| Base | 2016 | 1060 | 956 | 317 | 308 | 268 | 273 | 363 | 252 |
| Q1.4 OWN ACCOUNT OTHER THAN SB? | |||||||||
| Yes | 44% |
49% -B |
40% A- |
32% -b |
24% a- |
49% -b |
40% a- |
60% -- |
54% -- |
| No | 56% |
51% -B |
60% A- |
68% -b |
76% a- |
51% -b |
60% a- |
40% -- |
46% -- |
| Base | Variable GENDER | <$50K- Variable GENDER | $50-79k- Variable GENDER | $80k+- Variable GENDER | |||||
| A. M | B. F | A. M | B. F | A. M | B. F | A. M | B. F | ||
| Base | 1987 | 1045 | 942 | 308 | 300 | 265 | 269 | 362 | 251 |
| Q1.5 HAVE QUALIFIED RETIREMENT PLAN AT WORK? | |||||||||
| Yes | 69% |
71% -- |
67% -- |
51% -- |
48% -- |
74% -- |
75% -- |
85% -- |
82% -- |
| No | 31% |
29% -- |
33% -- |
49% -- |
52% -- |
26% -- |
25% -- |
15% -- |
18% -- |
| Not sure | - |
- -- |
- -- |
- -- |
- -- |
- -- |
- -- |
- -- |
- -- |
| Base | Variable GENDER | <$50K- Variable GENDER | $50-79k- Variable GENDER | $80k+- Variable GENDER | |||||
| A. M | B. F | A. M | B. F | A. M | B. F | A. M | B. F | ||
| Base | 1352 | 732 | 620 | 155 | 140 | 194 | 199 | 306 | 206 |
| Q1.6 MADE CONTRIBUTIONS LAST YEAR TO RETIREMENT PLAN | |||||||||
| Yes. I contributed the maximum amount allowable. | 36% |
37% -- |
35% -- |
25% -- |
25% -- |
34% -- |
30% -- |
42% -- |
44% -- |
| Yes, but not as much as the maximum amount allowable. | 52% |
53% -- |
51% -- |
59% -- |
56% -- |
58% -- |
52% -- |
51% -- |
48% -- |
| No. Not at all. | 12% |
10% -b |
14% a- |
16% -- |
19% -- |
8% -B |
18% A- |
7% -- |
8% -- |
| Can't remember/Not sure | - |
- -- |
- -- |
- -- |
- -- |
- -- |
- -- |
- -- |
- -- |
| Base | Variable GENDER | <35- Variable GENDER | 35-44- Variable GENDER | 45-54- Variable GENDER | 55+- Variable GENDER | ||||||
| A. M | B. F | A. M | B. F | A. M | B. F | A. M | B. F | A. M | B. F | ||
| Base | 1352 | 732 | 620 | 269 | 136 | 203 | 198 | 158 | 186 | 91 | 91 |
| Q1.6 MADE CONTRIBUTIONS LAST YEAR TO RETIREMENT PLAN | |||||||||||
| Yes. I contributed the maximum amount allowable. | 36% |
37% -- |
35% -- |
30% -- |
25% -- |
37% -- |
33% -- |
44% -- |
38% -- |
42% -- |
44% -- |
| Yes, but not as much as the maximum amount allowable. | 52% |
53% -- |
51% -- |
61% -- |
65% -- |
56% -- |
54% -- |
49% -- |
48% -- |
33% -- |
31% -- |
| No. Not at all. | 12% |
10% -b |
14% a- |
9% -- |
10% -- |
6% -b |
13% a- |
8% -- |
14% -- |
25% -- |
25% -- |
| Can't remember/Not sure | - |
- -- |
- -- |
- -- |
- -- |
- -- |
- -- |
- -- |
- -- |
- -- |
- -- |
| Base | Variable GENDER | <$50K- Variable GENDER | $50-79k- Variable GENDER | $80k+- Variable GENDER | |||||
| A. M | B. F | A. M | B. F | A. M | B. F | A. M | B. F | ||
| Base | 2029 | 1066 | 963 | 318 | 312 | 270 | 273 | 365 | 253 |
| Q1.7 REASONS FOR SAVING AND INVESTING (MULTIPLE RESPONSE.) | |||||||||
| Retirement | 82% |
81% -- |
83% -- |
69% -- |
74% -- |
88% -- |
88% -- |
87% -- |
90% -- |
| Peace of mind or unexpected expenditures | 52% |
51% -- |
53% -- |
51% -- |
51% -- |
53% -- |
56% -- |
53% -- |
56% -- |
| Home purchase | 25% |
26% -- |
25% -- |
36% -- |
33% -- |
26% -- |
26% -- |
18% -- |
17% -- |
| Education | 23% |
24% -- |
23% -- |
22% -- |
22% -- |
16% -- |
21% -- |
30% -- |
28% -- |
| Car purchase | 12% |
12% -- |
12% -- |
16% -- |
14% -- |
10% -- |
14% -- |
10% -- |
9% -- |
| Some other large purchase | 12% |
12% -- |
12% -- |
13% -- |
11% -- |
10% -- |
12% -- |
15% -- |
14% -- |
| Nothing in particular | 12% |
14% -b |
10% a- |
19% -b |
12% a- |
13% -- |
8% -- |
9% -- |
7% -- |
| Something else | 10% |
10% -- |
10% -- |
13% -- |
10% -- |
9% -- |
9% -- |
8% -- |
11% -- |
| Purchase of a boat or other recreational vehicle | 3% |
4% -B |
2% A- |
3% -- |
2% -- |
6% -b |
2% a- |
5% -- |
2% -- |
| Base | Variable GENDER | <$50K- Variable GENDER | $50-79k- Variable GENDER | $80k+- Variable GENDER | |||||
| A. M | B. F | A. M | B. F | A. M | B. F | A. M | B. F | ||
| Base | 2025 | 1065 | 960 | 317 | 312 | 270 | 272 | 365 | 253 |
| Q1.8 CONFIDENCE IN ACHIEVING INVESTING OBJECTIVES | |||||||||
| Very confident | 24% |
28% -B |
20% A- |
27% -B |
16% A- |
23% -- |
17% -- |
30% -- |
26% -- |
| Somewhat confident | 45% |
46% -- |
44% -- |
40% -- |
40% -- |
47% -- |
47% -- |
50% -- |
51% -- |
| Neither confident nor not confident | 20% |
17% -B |
22% A- |
23% -- |
25% -- |
20% -- |
23% -- |
13% -- |
17% -- |
| Somewhat not confident | 8% |
7% -b |
9% a- |
8% -b |
13% a- |
8% -- |
9% -- |
5% -- |
4% -- |
| Not confident at all | 3% |
2% -B |
4% A- |
2% -B |
7% A- |
3% -- |
4% -- |
2% -- |
2% -- |
| Base | Variable GENDER | <35- Variable GENDER | 35-44- Variable GENDER | 45-54- Variable GENDER | 55+- Variable GENDER | ||||||
| A. M | B. F | A. M | B. F | A. M | B. F | A. M | B. F | A. M | B. F | ||
| Base | 2025 | 1065 | 960 | 437 | 251 | 260 | 279 | 211 | 272 | 144 | 146 |
| Q1.8 CONFIDENCE IN ACHIEVING INVESTING OBJECTIVES | |||||||||||
| Very confident | 24% |
28% -B |
20% A- |
33% -B |
18% A- |
27% -- |
21% -- |
17% -- |
20% -- |
28% -- |
21% -- |
| Somewhat confident | 45% |
46% -- |
44% -- |
45% -- |
50% -- |
46% -- |
46% -- |
52% -B |
38% A- |
40% -- |
45% -- |
| Neither confident nor not confident | 20% |
17% -B |
22% A- |
16% -- |
21% -- |
17% -- |
21% -- |
19% -- |
25% -- |
23% -- |
19% -- |
| Somewhat not confident | 8% |
7% -b |
9% a- |
5% -b |
9% a- |
8% -- |
9% -- |
9% -- |
10% -- |
7% -- |
10% -- |
| Not confident at all | 3% |
2% -B |
4% A- |
1% -- |
2% -- |
3% -- |
4% -- |
3% -- |
7% -- |
3% -- |
5% -- |
| Base | Variable GENDER | <$50K- Variable GENDER | $50-79k- Variable GENDER | $80k+- Variable GENDER | |||||
| A. M | B. F | A. M | B. F | A. M | B. F | A. M | B. F | ||
| Base | 1935 | 1018 | 917 | 293 | 298 | 264 | 264 | 360 | 242 |
| Q1.9 PROPORTION OF INCOME SAVED/INVESTED LAST YEAR | |||||||||
| 0 to less than 5% | 32% |
30% -b |
34% a- |
41% -B |
52% A- |
32% -- |
32% -- |
21% -- |
17% -- |
| 5% to less than 10% | 31% |
31% -- |
31% -- |
32% -- |
29% -- |
33% -- |
33% -- |
29% -- |
31% -- |
| 10% to less than 15% | 21% |
22% -- |
20% -- |
15% -- |
12% -- |
20% -- |
20% -- |
26% -- |
29% -- |
| 15% or more | 17% |
18% -b |
15% a- |
12% -b |
7% a- |
14% -- |
14% -- |
24% -- |
23% -- |
| Don't know/Can't remember | - |
- -- |
- -- |
- -- |
- -- |
- -- |
- -- |
- -- |
- -- |
| Base | Variable GENDER | <25- Variable GENDER | 25-34- Variable GENDER | 35-44- Variable GENDER | 45-54- Variable GENDER | 55+- Variable GENDER | |||||||
| A. M | B. F | A. M | B. F | A. M | B. F | A. M | B. F | A. M | B. F | A. M | B. F | ||
| Base | 1935 | 1018 | 917 | 86 | 36 | 322 | 200 | 255 | 269 | 208 | 267 | 135 | 137 |
| Q1.9 PROPORTION OF INCOME SAVED/INVESTED LAST YEAR | |||||||||||||
| 0 to less than 5% | 32% |
30% -b |
34% a- |
23% -B |
58% A- |
31% -B |
45% A- |
28% -- |
32% -- |
32% -- |
30% -- |
30% -- |
26% -- |
| 5% to less than 10% | 31% |
31% -- |
31% -- |
28% -- |
22% -- |
30% -- |
29% -- |
35% -- |
32% -- |
31% -- |
32% -- |
27% -- |
33% -- |
| 10% to less than 15% | 21% |
22% -- |
20% -- |
23% -- |
8% -- |
24% -b |
16% a- |
18% -- |
23% -- |
21% -- |
22% -- |
21% -- |
18% -- |
| 15% or more | 17% |
18% -b |
15% a- |
26% -- |
11% -- |
15% -- |
11% -- |
19% -- |
13% -- |
16% -- |
15% -- |
21% -- |
23% -- |
| Don't know/Can't remember | - |
- -- |
- -- |
- -- |
- -- |
- -- |
- -- |
- -- |
- -- |
- -- |
- -- |
- -- |
- -- |
| Base | Variable GENDER | <$50K- Variable GENDER | $50-79k- Variable GENDER | $80k+- Variable GENDER | |||||
| A. M | B. F | A. M | B. F | A. M | B. F | A. M | B. F | ||
| Base | 2025 | 1062 | 963 | 318 | 312 | 269 | 274 | 362 | 252 |
| Q1.10 LIKELIHOOD OF INVESTING MORE THIS YEAR COMPARED TO LAST | |||||||||
| Very likely | 30% |
34% -B |
26% A- |
36% -B |
23% A- |
31% -b |
22% a- |
37% -- |
38% -- |
| Somewhat likely | 39% |
36% -b |
41% a- |
33% -- |
41% -- |
39% -- |
44% -- |
38% -- |
38% -- |
| Neither likely nor unlikely/Don't know | 18% |
18% -- |
18% -- |
22% -- |
19% -- |
16% -- |
15% -- |
14% -- |
17% -- |
| Somewhat unlikely | 8% |
8% -- |
9% -- |
7% -- |
8% -- |
9% -- |
12% -- |
8% -- |
5% -- |
| Very unlikely | 5% |
4% -B |
6% A- |
2% -B |
9% A- |
6% -- |
7% -- |
3% -- |
2% -- |
| Base | Variable GENDER | <$80K- Variable GENDER | $80+- Variable GENDER | ||||
| A. M | B. F | A. M | B. F | A. M | B. F | ||
| Base | 2025 | 1062 | 963 | 587 | 586 | 362 | 252 |
| Q1.10 LIKELIHOOD OF INVESTING MORE THIS YEAR COMPARED TO LAST | |||||||
| Very likely | 30% |
34% -B |
26% A- |
34% -B |
23% A- |
37% -- |
38% -- |
| Somewhat likely | 39% |
36% -b |
41% a- |
36% -b |
42% a- |
38% -- |
38% -- |
| Neither likely nor unlikely/Don't know | 18% |
18% -- |
18% -- |
19% -- |
17% -- |
14% -- |
17% -- |
| Somewhat unlikely | 8% |
8% -- |
9% -- |
8% -- |
10% -- |
8% -- |
5% -- |
| Very unlikely | 5% |
4% -B |
6% A- |
4% -B |
8% A- |
3% -- |
2% -- |
| Base | Variable GENDER | <$50K- Variable GENDER | $50-79k- Variable GENDER | $80k+- Variable GENDER | |||||
| A. M | B. F | A. M | B. F | A. M | B. F | A. M | B. F | ||
| Base | 2026 | 1062 | 964 | 318 | 312 | 269 | 274 | 364 | 253 |
| Q1.11 AMOUNT SAVED/INVESTED REQUIRED TO MEET RETIREMENT OBJECTIVES | |||||||||
| More than I am now. | 79% |
76% -B |
82% A- |
78% -B |
88% A- |
83% -- |
83% -- |
71% -- |
74% -- |
| Less than I am now. | 1% |
1% -- |
1% -- |
2% -- |
1% -- |
1% -- |
1% -- |
1% -- |
0% -- |
| About what I am now. | 19% |
21% -B |
16% A- |
17% -B |
9% A- |
16% -- |
13% -- |
27% -- |
25% -- |
| I have no idea what I should be saving or investing. | 2% |
2% -- |
2% -- |
3% -- |
3% -- |
1% -- |
4% -- |
0% -- |
1% -- |
| Base | Married/Domestic partner- <45- Variable GENDER | Married/Domestic partner- 45+- Variable GENDER | Not married- <45- Variable GENDER | Not married- 45+- Variable GENDER | |||||
| A. M | B. F | A. M | B. F | A. M | B. F | A. M | B. F | ||
| Base | 1950 | 374 | 277 | 251 | 237 | 314 | 242 | 90 | 165 |
| Q1.11 AMOUNT SAVED/INVESTED REQUIRED TO MEET RETIREMENT OBJECTIVES | |||||||||
| More than I am now. | 79% |
78% -B |
87% A- |
71% -- |
75% -- |
78% -b |
85% a- |
73% -- |
78% -- |
| Less than I am now. | 1% |
1% -- |
0% -- |
1% -- |
1% -- |
1% -- |
0% -- |
1% -- |
1% -- |
| About what I am now. | 18% |
19% -B |
12% A- |
27% -- |
22% -- |
19% -b |
12% a- |
22% -- |
16% -- |
| I have no idea what I should be saving or investing. | 2% |
1% -- |
1% -- |
1% -- |
2% -- |
2% -- |
2% -- |
3% -- |
5% -- |
| Base | Variable GENDER | <$50K- Variable GENDER | $50-79k- Variable GENDER | $80k+- Variable GENDER | |||||
| A. M | B. F | A. M | B. F | A. M | B. F | A. M | B. F | ||
| Base | 2028 | 1064 | 964 | 318 | 313 | 270 | 274 | 364 | 252 |
| Q1.12 HOW FIRST LEARNED ABOUT INVESTING | |||||||||
| On my own | 52% |
56% -B |
47% A- |
51% -- |
50% -- |
59% -B |
45% A- |
58% -B |
45% A- |
| From a parent or guardian | 15% |
16% -- |
14% -- |
14% -- |
15% -- |
17% -b |
10% a- |
17% -- |
15% -- |
| From a spouse or significant other | 3% |
1% -B |
6% A- |
2% -b |
4% a- |
- -B |
6% A- |
1% -B |
6% A- |
| From some other family member | 6% |
4% -B |
8% A- |
5% -- |
6% -- |
4% -B |
9% A- |
4% -b |
9% a- |
| From a friend or coworker | 14% |
14% -- |
13% -- |
18% -b |
11% a- |
14% -- |
18% -- |
12% -- |
11% -- |
| From some other acquaintance | 5% |
4% -- |
5% -- |
5% -- |
6% -- |
3% -- |
5% -- |
4% -- |
4% -- |
| Can't remember | 6% |
5% -b |
7% a- |
7% -- |
7% -- |
3% -- |
6% -- |
4% -b |
9% a- |
| Base | Variable GENDER | <45- Variable GENDER | 45+- Variable GENDER | ||||
| A. M | B. F | A. M | B. F | A. M | B. F | ||
| Base | 2028 | 1064 | 964 | 697 | 530 | 354 | 422 |
| Q1.12 HOW FIRST LEARNED ABOUT INVESTING | |||||||
| On my own | 52% |
56% -B |
47% A- |
51% -- |
48% -- |
66% -B |
46% A- |
| From a parent or guardian | 15% |
16% -- |
14% -- |
19% -- |
15% -- |
12% -- |
12% -- |
| From a spouse or significant other | 3% |
1% -B |
6% A- |
1% -B |
5% A- |
- -B |
6% A- |
| From some other family member | 6% |
4% -B |
8% A- |
4% -b |
7% a- |
4% -b |
9% a- |
| From a friend or coworker | 14% |
14% -- |
13% -- |
17% -- |
13% -- |
10% -- |
13% -- |
| From some other acquaintance | 5% |
4% -- |
5% -- |
4% -- |
5% -- |
4% -- |
6% -- |
| Can't remember | 6% |
5% -b |
7% a- |
5% -- |
6% -- |
5% -b |
9% a- |
| Base | Variable GENDER | <$50K- Variable GENDER | $50-79k- Variable GENDER | $80k+- Variable GENDER | |||||
| A. M | B. F | A. M | B. F | A. M | B. F | A. M | B. F | ||
| Base | 2028 | 1063 | 965 | 317 | 313 | 269 | 274 | 364 | 253 |
| Q1.13 INVESTING KNOWLEDGE SELF DESCRIPTION | |||||||||
| very knowledgeable? | 7% |
10% -B |
4% A- |
5% -- |
4% -- |
6% -- |
4% -- |
16% -B |
5% A- |
| somewhat knowledgeable? | 62% |
66% -B |
57% A- |
62% -B |
50% A- |
69% -B |
57% A- |
66% -- |
67% -- |
| barely knowledgeable? | 28% |
22% -B |
34% A- |
30% -B |
40% A- |
22% -B |
35% A- |
17% -B |
25% A- |
| not knowledgeable at all? | 4% |
3% -B |
5% A- |
3% -- |
6% -- |
3% -- |
4% -- |
1% -- |
3% -- |
| Base | Variable GENDER | <$50K- Variable GENDER | $50-79k- Variable GENDER | $80k+- Variable GENDER | |||||
| A. M | B. F | A. M | B. F | A. M | B. F | A. M | B. F | ||
| Base | 2029 | 1065 | 964 | 318 | 313 | 270 | 274 | 364 | 252 |
| Q1.14 " IF I HAD $1,000 TO INVEST...' | |||||||||
| ...I'd invest it all in established, well-known companies. A track record of performance is most important. | 17% |
15% -b |
19% a- |
15% -- |
19% -- |
16% -b |
23% a- |
13% -- |
15% -- |
| ...I'd invest in what's new and hot right now. There's a big upside to new, exciting companies. | 7% |
9% -B |
5% A- |
10% -b |
6% a- |
8% -b |
3% a- |
10% -B |
4% A- |
| ...I'd invest in a mix of established companies and promising young companies. Balance is key. | 70% |
69% -- |
72% -- |
67% -- |
67% -- |
71% -- |
70% -- |
71% -- |
76% -- |
| NONE OF THE ABOVE. | 6% |
7% -b |
5% a- |
8% -- |
7% -- |
6% -- |
4% -- |
7% -- |
4% -- |
| Base | Variable GENDER | <$50K- Variable GENDER | $50-79k- Variable GENDER | $80k+- Variable GENDER | |||||
| A. M | B. F | A. M | B. F | A. M | B. F | A. M | B. F | ||
| Base | 2025 | 1062 | 963 | 317 | 312 | 269 | 274 | 363 | 252 |
| Q1.15 " IF STOCK MARKET AND YOUR STOCK DROPPED 25% IN 3 MONTHS..." | |||||||||
| Sell all my shares | 2% |
3% -- |
2% -- |
4% -- |
3% -- |
3% -- |
3% -- |
2% -- |
1% -- |
| Sell some of my shares | 7% |
5% -B |
10% A- |
6% -B |
14% A- |
4% -- |
8% -- |
5% -- |
7% -- |
| Hold all my shares and wait for a turnaround | 46% |
40% -B |
54% A- |
42% -B |
53% A- |
43% -b |
52% a- |
36% -B |
57% A- |
| Buy more shares while the price is low | 44% |
52% -B |
35% A- |
48% -B |
30% A- |
50% -B |
38% A- |
58% -B |
35% A- |
| Base | Variable GENDER | Grouped age | <25- Variable GENDER | 25-44- Variable GENDER | 45+- Variable GENDER | |||||||
| A. M | B. F | A. <25 | B. 25-44 | C. 45+ | A. M | B. F | A. M | B. F | A. M | B. F | ||
| Base | 1786 | 946 | 824 | 129 | 998 | 638 | 95 | 34 | 552 | 433 | 287 | 348 |
| Q1.16 " I THINK ABOUT MY RETIREMENT SAVINGS..." | ||||||||||||
| ...all the time. I'm worried about how I'll make ends meet. | 30% |
26% -B |
35% A- |
6% -BC |
27% A-C |
39% AB- |
7% -- |
3% -- |
25% -- |
30% -- |
32% -B |
44% A- |
| ...every so often. I'm well prepared. | 44% |
47% -B |
39% A- |
33% -bc |
45% a-- |
43% a-- |
37% -- |
24% -- |
48% -b |
41% a- |
49% -b |
39% a- |
| ...only when I see my paycheck and I'm reminded about whether Social Security will be there. | 16% |
15% -- |
16% -- |
16% --- |
16% --- |
14% --- |
14% -- |
21% -- |
15% -- |
18% -- |
15% -- |
13% -- |
| ...rarely. I have years to figure that out. | 11% |
12% -- |
10% -- |
45% -BC |
11% A-C |
4% AB- |
42% -- |
53% -- |
11% -- |
11% -- |
4% -- |
4% -- |
| NONE OF THE ABOVE. | - |
- -- |
- -- |
- --- |
- --- |
- --- |
- -- |
- -- |
- -- |
- -- |
- -- |
- -- |
| Base | Variable GENDER | <$50K- Variable GENDER | $50-79k- Variable GENDER | $80k+- Variable GENDER | |||||
| A. M | B. F | A. M | B. F | A. M | B. F | A. M | B. F | ||
| Base | 2027 | 1063 | 964 | 318 | 312 | 270 | 274 | 364 | 253 |
| Q1.19 MOST LIKELY TO SPEND ON IF GIVEN $1,000 | |||||||||
| Clothes | 1% |
0% -B |
2% A- |
- -- |
1% -- |
- -b |
2% a- |
1% -- |
2% -- |
| A vacation | 12% |
10% -b |
13% a- |
7% -- |
11% -- |
10% -- |
10% -- |
13% -b |
19% a- |
| Bills | 15% |
13% -- |
16% -- |
15% -- |
20% -- |
16% -- |
17% -- |
10% -- |
8% -- |
| Consumer electronics | 3% |
3% -- |
2% -- |
4% -- |
2% -- |
1% -- |
3% -- |
3% -- |
3% -- |
| Outdoor or athletic gear | 1% |
1% -- |
1% -- |
1% -- |
1% -- |
1% -- |
1% -- |
1% -- |
0% -- |
| Credit card debt | 25% |
22% -B |
29% A- |
22% -b |
30% a- |
21% -B |
32% A- |
23% -- |
30% -- |
| Investments | 44% |
50% -B |
37% A- |
50% -B |
36% A- |
50% -B |
36% A- |
49% -B |
38% A- |
| Base | Variable GENDER | <$50K- Variable GENDER | $50-79k- Variable GENDER | $80k+- Variable GENDER | |||||
| A. M | B. F | A. M | B. F | A. M | B. F | A. M | B. F | ||
| Base | 2024 | 1062 | 962 | 317 | 313 | 268 | 274 | 364 | 250 |
| Q1.17a " I trust myself to make good investment decisions." | |||||||||
| 7 - Agree completely | 14% |
16% -B |
11% A- |
15% -b |
10% a- |
14% -- |
12% -- |
19% -B |
11% A- |
| 6 | 30% |
34% -B |
26% A- |
28% -- |
25% -- |
34% -b |
24% a- |
39% -B |
27% A- |
| 5 | 28% |
27% -- |
29% -- |
30% -- |
27% -- |
28% -- |
29% -- |
24% -b |
34% a- |
| 4 - Neutral | 20% |
18% -B |
22% A- |
22% -- |
26% -- |
19% -- |
20% -- |
13% -B |
22% A- |
| 3 | 6% |
4% -B |
7% A- |
4% -- |
8% -- |
4% -B |
11% A- |
4% -- |
4% -- |
| 2 | 2% |
1% -B |
3% A- |
1% -b |
3% a- |
1% -- |
2% -- |
1% -- |
2% -- |
| 1 - Completely disagree | 1% |
0% -B |
1% A- |
0% -- |
1% -- |
- -b |
1% a- |
0% -- |
1% -- |
| Base | Variable GENDER | <45- Variable GENDER | 45+- Variable GENDER | ||||
| A. M | B. F | A. M | B. F | A. M | B. F | ||
| Base | 2024 | 1062 | 962 | 696 | 530 | 354 | 420 |
| Q1.17a " I trust myself to make good investment decisions." | |||||||
| 7 - Agree completely | 14% |
16% -B |
11% A- |
18% -B |
12% A- |
14% -b |
9% a- |
| 6 | 30% |
34% -B |
26% A- |
35% -B |
27% A- |
33% -b |
25% a- |
| 5 | 28% |
27% -- |
29% -- |
26% -- |
30% -- |
27% -- |
29% -- |
| 4 - Neutral | 20% |
18% -B |
22% A- |
17% -b |
22% a- |
20% -- |
24% -- |
| 3 | 6% |
4% -B |
7% A- |
4% -b |
7% a- |
5% -- |
8% -- |
| 2 | 2% |
1% -B |
3% A- |
1% -b |
2% a- |
1% -b |
4% a- |
| 1 - Completely disagree | 1% |
0% -B |
1% A- |
0% -- |
1% -- |
- -B |
2% A- |