- 71 percent report they would have spent less and saved more
- 65 percent report they would have lived within their means
- 60 percent report they would have taken more personal responsibility for managing their money
Investors seeking a self-directed approach to getting their long-term financial plans on track are encouraged to visit TD Ameritrade’s website for more information. TD Ameritrade offers investors a variety of retirement resources and online tools and calculators to help make the planning process easier.For investors needing added guidance in pursuing their long-term investment goals, Amerivest, an investment advisory affiliate of TD Ameritrade, has solutions that may help them take control of their financial future. For professional money management and financial planning assistance, TD Ameritrade’s AdvisorDirect™ service can refer investors to a knowledgeable, independent Registered Investment Advisor (RIA) who can help them pursue their investment goals.* For more information on TD Ameritrade’s Investor surveys, visit www.amtd.com, or follow the Company on Twitter, @TDAmeritradePR. AMTD-G About the Survey1,035 investors participated in an online survey conducted by Research Now on behalf of TD Ameritrade Holding Corporation on June 27-July 9, 2012, and offered their views on economic conditions and outlook for the market in general. These investors have at least $10,000 in investable assets, own securities in brokerage accounts, are 18 years or older, are involved in managing their portfolios, and have traded securities at least once in the past 12 months. The 1,014 survey respondents represent a random sample of investors selected from a consumer panel of individuals in the U.S. who have access to the Internet. The margin of error in this survey is ±3.0%. This means that in 19 cases out of 20, survey results based on 1,035 respondents will differ by no more than 3.0 percentage points in either direction from what would have been obtained by seeking the opinions of all eligible individuals in the U.S. who are online. Research Now and TD Ameritrade Holding Corporation are separate, unaffiliated companies and are not responsible for each other’s products and services. About TD Ameritrade Holding CorporationMillions of investors and independent Registered Investment Advisors (RIAs) have turned to TD Ameritrade’s (NYSE: AMTD) technology, people, and education to help make investing and trading easier to understand and do. Online or over the phone. In a branch or with an independent RIA. First-timer or sophisticated trader. Our clients want to take control, and we help them decide how—bringing Wall Street to Main Street for more than 36 years. An official sponsor of the 2012 U.S. Olympic Team, TD Ameritrade has time and again been recognized as a leader in investment services. Please visit TD Ameritrade’s newsroom or www.amtd.com for more information. Brokerage services provided by TD Ameritrade, Inc., member FINRA ( http://www.FINRA.org)/SIPC ( www.SIPC.org)/NFA ( www.nfa.futures.org). About Research NowResearch Now is the leading global online sampling and online data collection company. With over 6 million panelists in 38 countries worldwide, Research Now enables companies to listen to and interact with real consumers and business decision makers in order to make key business decisions. *Potential AdvisorDirect clients should typically have at least $200,000 in assets to invest. Some RIAs have higher or lower minimum asset requirements. There is no charge or obligation for the initial consultation with the RIA. Once you select an RIA, you will pay advisory fees and standard brokerage fees. Brokerage transactions executed through TD Ameritrade are subject to standard transaction charges. You should review an RIA's Form ADV, other applicable advisor disclosure document(s), and the AdvisorDirect Disclosure and Acknowledgement Document prior to engaging an RIA. The Form ADV contains important disclosure information relative to an RIA's services and fees. RIAs charge an ongoing investment advisory fee for their services. RIAs will pay TD Ameritrade fees for their participation in the AdvisorDirect program. Those fees will usually constitute a percentage of the advisory fees you will pay your RIA. For additional details about the fees paid to TD Ameritrade and other conflicts of interest, please review the AdvisorDirect Disclosure and Acknowledgement Document and ask your RIA about its specific arrangement with TD Ameritrade. You are solely responsible for evaluating any advisor that you are considering. Please note: Under no circumstances should participation by a certain RIA in AdvisorDirect be considered an endorsement or recommendation by TD Ameritrade for that particular RIA.
Amerivest Portfolios is an investment advisory service of Amerivest Investment Management, LLC (Amerivest), a registered investment advisor. Brokerage services provided by TD Ameritrade, Inc., member FINRA/ SIPC/ NFA. Amerivest Investment Management, LLC and TD Ameritrade, Inc. are both wholly owned subsidiaries of TD Ameritrade Holding Corporation. Amerivest is a trademark of TD Ameritrade IP Company, Inc. Amerivest provides nondiscretionary and discretionary advisory services for a fee. Risks applicable to any portfolio are those associated with its underlying securities. For more information, please see the Amerivest Disclosure Brochure (ADV Part 2) http://www.tdameritrade.com/forms/TDA4855.pdf.