Insights that Drive Marketing

Leading firms use IXI’s solutions to maximize the return on their marketing and sales efforts

Asset Allocation: Before, During, and After the Great Recession

Although the personal wealth of U.S. residents has increased significantly since the Great Recession from $19.2 trillion post-recession to $31 trillion today, and the stock market continues to achieve new highs, consumers still appear to be hesitant to shift their money out of deposits and back into the market.

Asset Allocation:  Before, During, and After the Recession

Source: WealthComplete®

Current Mass Affluent Asset Allocation

How do Mass Affluent households (estimated investable assets from $100K – $1MM) currently distribute their assets?

  • Deposits: 29%
  • Stocks: 20%
  • Bonds: 2%
  • Mutual Funds: 39%
  • Other: 10%

 

Want to learn more?
Contact your account representative or click here.

This entry was posted in Did You Know?. Bookmark the permalink. Both comments and trackbacks are currently closed.
  • TEST