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.
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%
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