In these uncertain times…how are your clients thinking about risk?
Global American recently commissioned a study of 1,000 consumers, aged 59 to 75, with investable assets of at least $250k to help us better understand how people are thinking about risk.
They found:
- The pandemic has caused respondents to focus on their finances, with a majority (66%) working with a financial professional.
- Over 70% are worried about inflation.
- Most feel frustrated by interest rates as they struggle to save for retirement.
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