| 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. | |||||||||