Tag Archives: survey

Taking action isn’t always easy

Did your mother ever say to you should do something because “It’s good for you.” I know I’ve said that on more than a few occasions to my three kids. Whether it was “Eat your vegetables,” “Get some exercise” or … Continue reading

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Affluent women making more money, but is confidence following?

Today we released a new survey on affluent women between the ages of 40-69 that reveals their perception of wealth, investing and retirement. What was most encouraging was that affluent women incomes are trending higher with 44% saying they earn … Continue reading

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Are you optimistic?

Our first quarter 2013 Wells Fargo/ Gallup investor/ Retirement optimism index made a BIG jump from November 2012. Optimism is rising, the index is at +31 compared to -8 in 4th quarter 2012. The optimism was much higher for non-retirees … Continue reading

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What’s the price of retirement confidence?

This week we released the 2012 Wells Fargo Affluent Retirement Survey, a survey that helps determine how Americans with $250,000 or more in investable assets are feeling about retirement. On behalf of Wells Fargo, Harris Interactive Inc. conducts various surveys… Continue reading

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Survey says “having a plan…”

It was toward the very end of Dirty Dancing (yes, I will acknowledge to having seen it so often that I can quote from it) that the late Jerry Orbach pulled the late Patrick Swayze aside and ate crow, “When… Continue reading

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Are you putting your family’s financial needs ahead of your own?

Recently, there’s been a lot of news about grandparents helping out their grandchildren – and, by extension, their children – financially. An AARP survey released earlier this year found that half of grandparents are helping out with education expenses, 37%… Continue reading

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The Sea of Same: The Common Challenge of Saving

All investors are faced with complex challenges when it comes to retirement, and Lesbian, Gay, Bisexual and Transgender (LGBT) investors face the same challenges as well as several unique ones, including those stemming from a lack of federal marriage and… Continue reading

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Affluent retirement study…results are in

We recently announced the Wells Fargo Affluent Retirement Study and learned that affluent Americans are very concerned about their retirement. From the results, we find the rich versus poor narrative in the U.S. is more complex than we might expect,… Continue reading

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