Merrill Edge® Report

Merrill Edge Report: Fall 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

33% of Millennials' time is spent on investments, outpacing other generations

Millennials Focus
on Investing

When asked how much time spent on weekly tasks, Millennials focus on investments while older generations are spending more time on making budgets and compiling their grocery lists.
59% are making saving for retirement a 2015 goal

New Year's
Resolutions

Losing weight and taking more trips falls to the bottom of 2015 priorities.
33% believe they are making the best decisions when it comes to avoiding debt

Best and
Worst Decisions

Health and relationships take a back seat to finances when it comes to where people are making the best decisions.
Read the full Edge Report
Read the Merrill Edge Report: Fall
2014
for insights into the mass affluent
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Methodology
Braun Research, Inc. and Kelton, conducted the Merrill Edge Report survey by phone between September 9, 2014 and September 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 age 18 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 500 Millennials were surveyed nationally. 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.
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Share:
Many mass affluent Americans feel they didn't do enough in 2014 to put themselves in a good place for the financial future they desire. The good news is investors of all ages are rethinking their priorities and plan to make saving for retirement a top goal in 2015."
Aron Levine, Head of Preferred Banking & Merrill Edge
Aron Levine,
Head of Preferred
Banking &
Merrill Edge