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Money On Their Minds: A Look At Investments (Part 2)

Steve Kraus

Last month, we began exploring the roles of money and financial services in the lives of Affluent Americans. This month, we dig deeper on Affluents (defined here as $100K+ annual household income) and their money. But first, a quick review of the key findings from last month’s initial look at Affluents and financial services…

  • Affluents are largely self-directed, with nearly three-fourths expressing personal responsibility for their financial security, and a similar number considering themselves “hands on” in the management of their personal finances.
  • Being self-directed doesn’t necessarily mean “going it alone” – 62% use a financial professional, and nearly one-fourth have a deeper reliance on advice (for example, 23% agree, “I usually consult a financial expert before...
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