| What Affluent Investors Plan To Do Soon | ||
|---|---|---|
| % Actions Taken | % Actions Intended | |
| Meet with a financial advisor | 36.19% | 21.25% |
| Invest in mutual funds rather than individual equity securities |
34.16% | 12.26% |
| Increase my portfolio positions in Certificates of Deposits (CDs) | 24.95% | 13.25% |
| Source: Phoenix Comunications and Brand Analytics, 2009 | ||
What Affluent Investors Plan To Do Soon
What Affluent Investors Plan To Do Soon % Actions Taken % Actions Intended Meet with a financial advisor 36.19% 21.25% Invest in mutual funds rather than individual equity securities 34.16% 12.26% Increase my portfolio positions in Certificates of Deposits (CDs) 24.95% 13.25% Source: Phoenix Comunications and Brand Analytics, 2009
