Rich or Poor, You Can Accumulate Wealth Through Investing
The U.S. Trust surveyed High Net Worth and Ultra High Net Worth Americans. Here are the top three things we thought you’d find interesting: 1)…
The U.S. Trust surveyed High Net Worth and Ultra High Net Worth Americans.
Here are the top three things we thought you’d find interesting:
1) 59% of High Net Worth Americans say that one of the ways they have accumulated their wealth is through investment returns. Sounds like these folks understand the value of investing for the long term!
2) Family and relationships were more important to these individuals than money. 70% said that the quality of relationships with family and friends was very important; only 33% said the value of assets/wealth was very important.
3) 65% said they use a private wealth management or financial planning firm to manage all or part of their assets… but, 36% still admitted that they were not sure how much risk they could tolerate in their investment strategies. Sounds like there is a need for better communication and more transparency.
If you love data as much as the Betterment team, see the entire report here.
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Explore your first goal
This is a great place to start—an emergency fund for life's unplanned hiccups. A safety net is a conservative portfolio.
Whether it's a long way off or just around the corner, we'll help you save for the retirement you deserve.
If you want to invest and build wealth over time, then this is the goal for you. This is an excellent goal type for unknown future needs or money you plan to pass to future generations.