Sample Sizes
Until fielding is completed, we will not know exactly how many respondents will be in the total sample or any specific subsample. However, since the methodology is the same, the actual sample sizes from the
200607 MacroMonitor provide a good estimate for the
2008-09 MacroMonitor.
Demographics
| Generations |
Sample Size |
| Gen X/Gen Y |
711 |
| Younger Boomers |
811 |
| Older Boomers |
958 |
| Preretireds |
412 |
| Younger Retireds |
497 |
| Older Retireds |
584 |
| |
| Millionaires |
Sample Size |
| Net Worth $1 Million + |
869 |
| Total Assets $1 Million + |
1058 |
| Financial Assets $1 Million + |
404 |
| Investable Assets $1 Million + |
328 |
|
| Education |
Sample Size |
| Four-Year College Degree |
801 |
| Master's Degree |
617 |
| Ph.D. or Doctorate |
324 |
| |
| Household Income |
Sample Size |
| $75 000 + |
1970 |
| $100 000 + |
1511 |
| $200 000 + |
355 |
| |
| Occupation |
Sample Size |
| Professional |
1263 |
| Business Owner |
831 |
| Education/Research |
657 |
|
Product Incidences
| Savings and Investment Products |
Sample Size |
| CDs |
1069 |
| Retail Mutual Funds |
1299 |
| Traded Stock |
1307 |
| Full-Service Brokerage Accts. |
927 |
| Discount Brokerage Accts. |
535 |
| Wrap Accounts |
246 |
| Personal Trust Establishers |
473 |
| Private Banking Users |
227 |
| |
| Retirement Products |
Sample Size |
| IRAs & SEPs (net) |
2166 |
| |
Traditional IRAs |
1574 |
| |
Roth IRAs |
662 |
| Salary Reduction Plans (net) |
1977 |
| |
401(k)s |
1446 |
| |
403(b)s |
328 |
| Individual Annuities |
536 |
| |
| Guardian Products |
Sample Size |
| Custodial Accounts |
500 |
| Education Savings IRAs |
207 |
| 529s |
279
|
| |
| Health Insurance Products |
Sample Size |
| Individual Health |
1044 |
| Supplemental |
494 |
| Dental |
1997 |
| Eye |
1343 |
| Long-Term Care |
667 |
| Professional Liability |
870 |
| Disability |
783 |
|
| Internet Financial Services |
Sample Size |
| Banking |
1820 |
| Investing |
865 |
| Other Financial Services |
697 |
| |
| Credit Cards |
Sample Size |
| Visa |
2708 |
| MasterCard |
2157 |
| Discover Card |
1081 |
| Travel & Entertainment |
604 |
| Amex Blue/Optima |
663 |
| Platinum/Titanium |
1570 |
| |
| Life Insurance Products |
Sample Size |
| Any Individual Life |
2273 |
| Term Life |
1154 |
| Whole Life |
1209 |
| Universal Life |
290 |
| |
| Property/Casualty Products |
Sample Size |
| Homeowners |
3246 |
| Renters |
192 |
| Vehicle |
3083 |
| |
| Credit Products |
Sample Size |
| First Mortgages |
2073 |
| Second Mortgages |
303 |
| Home Equity Credit Lines |
895 |
| Vehicle Loans |
1426 |
| Vehicle Leases |
176 |
| Installment Loans |
242 |
| Education Loans |
301 |
|
Institutional Use
| Depositories |
Sample Size |
| American Express Bank |
212 |
| Bank of America |
852 |
| Chase |
903 |
| CitiBank |
769 |
| National City |
183 |
| US Bancorp |
201 |
| Wachovia |
365 |
| Washington Mutual |
358 |
| Wells Fargo |
517 |
| |
| Investment Companies |
Sample Size |
| Ameriprise |
144 |
| American Funds |
349 |
| Charles Schwab |
225 |
| Fidelity Investments |
635 |
| Janus |
190 |
| Merrill Lynch |
205 |
| Morgan Stanley |
140 |
| Wachovia Securities |
162 |
| Putnam Funds |
194 |
| Smith Barney |
214 |
| T. Rowe Price |
180 |
| Vanguard |
477 |
|
| Insurance Companies |
Sample Size |
| AETNA |
281 |
| Allstate |
488 |
| Farmers |
262 |
| Geico |
230 |
| Hartford |
230 |
| Metlife |
440 |
| Nationwide |
231 |
| Progressive |
251 |
| Prudential |
227 |
| State Farm |
936 |
| USAA |
257 |
|
Trust in Institutions and Intermediaries (A Great Deal)
| Institutions |
Sample Size |
| Full-Service Brokerage |
597 |
| Discount Brokerage |
242 |
| Mutual Fund Company |
699 |
| Insurance Company |
892 |
| Financial Planning Co. |
641 |
| Bank or S&L |
2125 |
| Credit Union |
1792 |
|
| Intermediaries |
Sample Size |
| Independent Financial Planner |
675 |
| Independent Insurance Agent |
411 |
| Insurance Company Agent |
404 |
| Bank or S&L Advisor |
643 |
| Private Banker/Trust Officer |
505 |
| Credit Union Advisor |
484 |
| Full-Service Broker |
430 |
| Discount Broker |
150 |
| Mutual Fund Advisor |
320 |
| Certified Financial Planner |
815 |
|
Financial Attitudes (Agree with Satatement)
| Statement |
Sample Size |
| The stock market is too risky for me. |
1374 |
| I shop around for financial products or services. |
2384 |
| Id rather use ATM, PC, phone, or mail than face people at financial institutions. |
1153 |
| My household should make important changes to our savings and investments. |
1623 |
| I am concerned that our household has more debt than it should. |
1521 |
| I am careful not to use more credit than I should. |
3267 |
| I dont have as much life insurance as I should. |
1591 |
| I feel qualified to make my own investment decisions. |
2233 |
| I like to keep my financial affairs uncomplicated. |
3522 |
| I prefer to consult with a specialist when making financial decisions. |
2386 |
| Protecting my household from identity theft is a high priority. |
3355 |
| Household has a written financial plan obtained from a financial advisor. |
629 |
|
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