We conducted a survey of 1,018 investors, age 55-75, with $250K to $1M in investable assets who currently work with a financial professional. The purpose of this study was to examine the attitudes of these investors toward issues that could possibly have an impact in 2024, including market volatility, inflation, recession, interest rates, the presidential election — and more.
The results we obtained were definitive and compelling. We’ve reproduced the key findings for you here so you can see for yourself that these numbers clearly indicate today’s investors are ready to start the Allocation Conversation!
Start a conversation with us!
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