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Investors in U.S. With 401(k) Value One-on-One Advice Most
U.S. investors who have access to a 401(k)-type plan at work say offering meetings with a financial professional is the best way employers can help them manage their retirement plans. Written communication ranks lower.
Slim Majority of Retired U.S. Investors Hopeful About 2016
Fewer retired U.S. investors today than in 2015 are optimistic that they can maintain their income or reach short-term investment targets over the next year. They remain optimistic about reaching their five-year investment goals.
Investors Split on Whether Market Will Go Higher This Year
With the stock market approaching its all-time high in May, U.S. investors showed some concern the market was peaking.
Eight in 10 U.S. Investors Can Stomach Market Downturns
Most U.S. investors in a recent Wells Fargo/Gallup Investor and Retirement Optimism Index survey said they have high (25%) or moderate (56%) tolerance for sharp market downturns. Just 18% said they had little or no tolerance.
Half of Investors Say Market Performance Affects Their Mood
A majority of U.S. investors say their daily mood is affected at least a little by their investments. Retirees and high-asset investors are the most likely to be affected.
As Baby Boomers Retire, It's Time to Replenish Talent
Boomers are leaving companies at a steady pace -- and many businesses appear largely unprepared for their impending absence.
Most U.S. Investors Say Interest Rate Hike Won't Hurt Them
Most U.S. investors believe higher interest rates would either have no effect on their finances or would be good for them, overshadowing the 29% who say these would be bad for them. Still, most say the Fed should wait to raise rates.
ESG Not Making Waves With American Public
ESG has yet to capture much of the American public's attention or divide partisans as sharply as other issues.
Only a Third of the Oldest Baby Boomers in U.S. Still Working
Baby boomers retire at an accelerating pace as they move through their 60s, and only about a third of the oldest boomers are still working full or part time. These patterns are little different from what was observed in 2010.
Americans More Optimistic About a Comfortable Retirement
In the U.S., 46% of nonretirees expect to live comfortably in retirement, up from 37% last year, but still below pre-recession levels. Younger nonretirees are much more optimistic than older nonretirees about a comfortable retirement.