- Millennials are the most interested in learning more. Just getting started on their investing journey, this generation seems hungry to expand their knowledge, expressing a greater desire than Gen X and Boomers to learn more about investing, trading, and the markets.
- Gen Xers are the most focused on retirement investing. More than half of Gen X investors surveyed want to increase the amount they contribute to their retirement plan next year. This generation is entering an integral stage of investing with at least a decade left until retirement. The potential for compounding growth is still available to this group given their relatively long time horizon.
- Senior investors want to tweak their allocations. More than half of Boomers surveyed plan to make changes to their portfolio allocation in 2018. Since these investors are closing in on retirement, or may already be retired, they may feel their portfolios need to be adjusted to preserve income through tax-loss harvesting, align with post-employment goals, or reflect changes in their risk tolerance.
|In 2018, my financial resolution is to… (Top 2)|
|Total Q4'17||Total Q4'16||25-34||35-54||55+|
|...increase the amount I contribute to my retirement plan||40%||34%||51%||53%||17%|
|...change my asset allocation to better reflect market conditions||38%||39%||23%||38%||52%|
|...learn more about investing, trading, and the markets||35%||34%||41%||34%||30%|
|...use online tools more often to make sure I am properly diversified and meeting my goals||34%||42%||35%||30%||36%|
|...seek the help of investing professionals when I need it||28%||26%||35%||27%||20%|
|...not make any changes to how I am investing||24%||22%||14%||17%||42%|
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