Financial Behaviors and the Investor's Mindset - 2017 Mass Affluent
This quarter, the attitudes and concerns of investors regarding the economy and their own personal challenges are analyzed. Retirement concerns, national and personal concerns, retirement planning, tax brackets, household income and more are discussed.
What are wealthy investors worried about? How do these concerns impact their financial decisions? The report provides financial institutions and advisors with the information necessary to more effectively meet the needs of these investors.