Scottrade American Investor Study

American Investor Study Overview
2011
2010
2009
2008

Scottrade American Investor Study

American investors are viewing the market with opportunistic enthusiasm. This rise in confidence to spot entry points into the market is coupled with the annual study’s confirmation of a continued trend toward more investors identifying themselves as independent.

While the majority of investors continue to report feeling stressed about their day-to-day financial situation, respondents across generations revealed a common – and optimistic – thread. All have saving for retirement top of mind and plan to either maintain or invest more money next year. Information collected from Baby Boomer investors, however, did reveal an additional stressor: while working to invest for retirement, nearly one in four report continuing to support an adult child.

2011 Scottrade American Investor Study

With Optimism on the Rise, Investors Declare their Independence

The sixth annual survey recorded one of the largest year over year increases in investors’ confidence regarding the strength of their portfolios. Read News Release

Baby Boomers are Stressed and Focused on Retirement

The 2011 study exposes growing financial demands Baby Boomers experience with aging parents, adult children and now grandchildren. Read News Release

2011 American Investor Study Summary (2 MB)

2010 Scottrade American Investor Study

Investors expect full economic recovery

Many American investors are looking beyond their current financial stress and expecting that big economic improvements are just around the corner. Read News Release

2010 Scottrade American Investor Study White Paper (571 KB)

2009 Scottrade American Investor Study

Investors optimistic about financial recovery

The 2009 study revealed surprising trends. Despite an unstable start to 2009, investors’ optimism was on the rise.
Read News Release

Men and women aren’t so different when it comes to investing

Both sexes consider the same things when investing, with retirement being the biggest reason men and women invest.
Read News Release

Generation Y finds investing fun

Generation Y is the most likely generation to manage its own investments.
Read News Release

2009 Scottrade American Investor Study White Paper (1 MB)

2008 Scottrade American Investor Study

Long-term optimism prevails

Americans remained optimistic about the long-term potential for investments, even though a rapid rise in the cost of living resulted in two-thirds of Americans investing less or investing more conservatively.
Read News Release

Generation Y is ‘Gen DIY’ when it comes to Investing

This generation is taking a do-it-yourself approach to securing its financial future.
Read News Release

2008 Scottrade American Investor Study White Paper (569 KB)

American Retirement Study

Learn how uncertainty about future circumstances is compelling nearly all Americans to take action and reduce their financial concerns.

Read more about registered investment advisors’ changes in behaviors, their client base, business practices and feelings toward proposed regulatory legislation.

Learn more about Scottrade and how it helps investors take control of their financial futures in the online media kits.

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Scottrade American Investor Study