Merrill Edge Report

Merrill Edge® Report: Spring 2014
Our semi-annual study takes an in-depth look at the financial concerns,
priorities and behaviors of mass affluent consumers — U.S. households
with investable assets ranging from $50,000 to $250,000.

Insights from the Merrill Edge Report

55% are afraid of going broke in retirement


55% of the mass affluent
fear not having enough
money in retirement.
30% of parents won't spend less to save more


30% of parents are unwilling
to spend less eating out to
save more for retirement.
75% of women value humor over money

Finance and

75% of women place a higher
value on humor over financial
stability when picking a mate.
Read the full Edge Report
Read the Merrill Edge Report: Spring
for insights into the mass affluent
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Braun Research, Inc. and Kelton, conducted the Merrill Edge Report survey by phone between April 8, 2014 and April 22, 2014 on behalf of Merrill Edge. Braun contacted a nationally representative sample of 1,000 Americans in the United States with investable assets between $50,000 and $250,000. Those age18 to 34 (defined as Millennials) surveyed have investable assets between $50,000 to $250,000 or those age 18 to 34 that have investable assets of between $20,000 and under $50,000 with an annual income of at least $50,000. An oversampling of 300 mass affluent were surveyed in San Francisco, Los Angeles, Orange County, CA, Dallas, New Jersey and South Florida. The margin of error is ±3.1 percent for the national sample and about ±5.7 percent for the oversample markets, with both reported at a 95 percent confidence level.
Motivation for future planning may be the most difficult challenge Americans face when thinking about their money, but it appears that simplification and prioritization are important for overcoming financial fears and to start saving for the future."
Aron Levine, Head of Preferred Banking & Investments
Aron Levine,
Head of Preferred
Banking &