Find out what investors are doing with their money. Read full reports each quarter on the latest financial trends identified in the TD Ameritrade Investor INDEX survey series.
Americans Want the Government to Spend Their Tax Dollars on Affordable Health Care and Job Creation
February 12, 2013
If Americans could choose how the U.S. government spends their tax dollars, they'd designate affordable health care (38%) and job creation (36%) as top priorities. The survey also revealed that the desire for more affordable health care increases with age (35% of Gen Y; 38% of Gen X; 44% of Baby Boomers).
Americans Plan To Save, Not Spend, Tax Refunds
February 6, 2013
Nearly half (47%) of Americans expect to receive an income tax refund in 2013. Among them, 47 percent plan to save their refund money and 44 percent plan to pay off debt. Survey respondents also plan to use their refund to purchase necessities (28%), invest (15%), or to donate their refund to charity (6%). Only 15 percent said they plan to spend their refund on discretionary items.
Boomers & Retirement: Separating the Prepared from the Unprepared
December 13, 2012
When it comes to Boomers, what factors have the biggest impact on retirement readiness? Is good financial discipline enough, or do external factors such as a challenging economy trump even that best financial behaviors? A new survey released by TD Ameritrade Holding Corporation (NYSE: AMTD) takes a closer look at what patterns separate prepared from unprepared Boomers in retirement.
2013 Goals & Outlook
December 11, 2012
While 2012 was a tough financial year, many Americans feel optimistic that 2013 will be brighter both personally and economically. In fact, 43 percent of Americans are optimistic about 2013 and believe the economy is on the rebound. That's nearly double the 24 percent who last year said they were optimistic about 2012.
U.S. Olympic Athlete Survey-Athletic vs. Fiscal Discipline
July 25, 2012
For U.S. Olympians, athletic excellence is a way of life. But does that same mindset apply when it comes to their finances? A new survey of U.S. Olympic athletes released by TD Ameritrade Holding Corporation (NYSE: AMTD), official online brokerage sponsor of Team USA, explores whether or not U.S. Olympians apply the same level of discipline to their financial lives.
Generation Z - A Closer Look at the Next Generation of Investors
June 20, 2012
For many, Generation Z may seem too young to be thinking about their financial futures. However, a new survey by TD Ameritrade Holding Corporation (NYSE:AMTD) has found that these up-and-coming investors may be savvier than we realize. Among the findings, the survey found that Gen Z is well aware of the importance of money - already preparing for major expenses they will face, such as higher education costs. This survey takes a closer look at the financial viewpoints of Gen Z compared to that of their parents, highlighting key differences along the way.
THE RETIREMENT REFORMATION
June 13, 2012
When it comes to the idea of retirement, a lot has changed over the past few decades. The latest Investor Index survey from TD Ameritrade Holding Corporation (NYSE:AMTD) explores Americans' outlook and sentiment toward retirement, as well as what retirees wish they would have done differently in preparing for their golden years.
WORKING AMERICANS AND RETIREMENT
December 20, 2011
A new survey of working Americans from TD Ameritrade Holding Corporation (NYSE: AMTD) has found that members of Generation X and Y appear to have embraced the concept, and responsibilities, of self-directed investing more so than their Boomer and Mature parents and grandparents.
SEPARATING FINANCIAL "DOERS" FROM "DREAMERS"
November 15, 2011
Does the environment in which you were raised, your family dynamic or the society in which you live impact how responsible you are financially? What factors shape our money management personalities and how are they exhibited in other areas of our lives? The latest Investor Index Survey from TD Ameritrade helps uncover what influences our financial behaviors and ultimately separates financial "doers" from "dreamers."
REDEFINING THE NEST EGG
June 8, 2011
The Great Recession has impacted how people manage their financial lives - especially how they plan and save for retirement. The consequences of Boomers "financially coddling" their Gen Y children is changing the way nest egg is defined.
This Investor Index Survey uncovers how demographics (age, gender, marital status, etc.), combined with economic events, influences financial behaviors.