Knowledge and Investing Styles Vary

A majority (55%) of surveyed investors with $10,000 or more invested in stocks, bonds or mutual funds described themselves as being “listeners” in a Wells Fargo/Gallup poll. Listeners seek out good investment advice and tend to follow it. Nearly a quarter (24%) of surveyed investors rarely look at their investments (“snoozers”), whereas just 10% use…

 

The Alliance for Investor Education Presents “Funding Your Future: The 2017 Investor Boot Camp”

The Alliance for Investor Education is sponsoring a free Investor Boot Camp on Tuesday, December 5, at The Army and Navy Club in Washington, D.C. Attendees of Funding Your Future: The 2017 Investor Boot Camp will hear from experts on a range of investing topics, explore free resources, and gain support from organizations and agencies to achieve…

 

Study: Most Americans Feel They Have Insufficient Assets for Financial Advice

According to TIAA-CREFF’s fourth annual Advice Matters survey, 63% of Americans believe that don’t have enough money to seek investment advice. However, nearly three our of four respondents said they would like to receive financial advice in the future. The survey also found that 45% think they need at least $50,000 in savings to seek financial…