Investor Sentiment 2009
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SmartMoney empowers our affluent baby boomer audience to make smart investing, saving and spending decisions. Smart- Money’s audience wants to make smart financial decisions to enjoy their lives, prepare for retirement and achieve their dreams. SmartMoney is their trusted source of information to assist them in making financial moves to reach their goals. SmartMoney’s role as a trusted financial authority is more relevant today than ever before. SmartMoney is a trusted partner and resource for consumers who are looking for guidance as they make sense of the recent economic turmoil and the issues they face in their financial lives. The latest research shows that SmartMoney’s audience is optimistic and prepared for the financial market’s comeback. 58% 21% 21% Increase in value Income from it Safest place for it Investment Bought in Plan to buy past 12 months next 12 months Stocks 92% 65% Mutual Funds 87% 63% Bonds 81% 61% CDs 87% 50% Real Estate 46% 66% 401(k) 94% 58% Money Market Funds 93% 53% Self-directed IRA 87% 61% Investment Bought in Plan to buy past 12 months next 12 months 529 Plans 76% 67% Annuities 76% 38% ETFs 79% 75% Options 72% 78% Tangible Assets 81% 58% International Investments 83% 73% Hedge Funds 64% 57% Futures 54% 80% Investor sentIment JUNE 2009 optimistic 73% of SmartMoney investors feel in control of their investments 72% of investors are confident that they will be able to meet their long-term financial goals 98% feel they will be “prepared” when the market and economy start to come back 66% believe the stock market will start to comeback within the next year opportunistic Despite the continuing economic volatility, SmartMoney in- vestors still look long-term. 65% are buying stocks to take ad- vantage of lower market prices, while only 28% are nervous but staying put—a 20 point decrease from our last survey. SmartMoney investors purchased stocks, mutual funds and ETFs in the past 6 months. They did move some of their investments into liquid assets as seen in the increase in CDs and Money Market Funds. Moving forward, SmartMoney investors are looking to buy longer-term investments such as stocks, futures, ETFs and international investments. CONTACT: Joseph Dressler — National Advertising Director 212.373.9170 [email protected]
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Investor Sentiment
Transcript of Investor Sentiment 2009
SmartMoney empowers our affluent baby boomer audience to make smart investing, saving and spending decisions. Smart-Money’s audience wants to make smart financial decisions to enjoy their lives, prepare for retirement and achieve their dreams. SmartMoney is their trusted source of information to assist them in making financial moves to reach their goals. SmartMoney’s role as a trusted financial authority is more
relevant today than ever before. SmartMoney is a trusted partner and resource for consumers who are looking for guidance as they make sense of the recent economic turmoil and the issues they face in their financial lives. The latest research shows that SmartMoney’s audience is optimistic and prepared for the financial market’s comeback.
58%21%
21% Increase in value
Income from it
Safest place for it
Investment Bought in Plan to buy past 12 months next 12 months
Stocks 92% 65%
Mutual Funds 87% 63%
Bonds 81% 61%
CDs 87% 50%
Real Estate 46% 66%
401(k) 94% 58%
Money Market Funds 93% 53%
Self-directed IRA 87% 61%
Investment Bought in Plan to buy past 12 months next 12 months
529 Plans 76% 67%
Annuities 76% 38%
ETFs 79% 75%
Options 72% 78%
Tangible Assets 81% 58%
International Investments 83% 73%
Hedge Funds 64% 57%
Futures 54% 80%
Investor sentImentjune 2009
optimistic
73% of SmartMoney investors feel in control of their investments
72% of investors are confident that they will be able to meet their long-term financial goals
98% feel they will be “prepared” when the market and economy start to come back
66% believe the stock market will start to comeback within the next year
opportunistic
Despite the continuing economic volatility, SmartMoney in-
vestors still look long-term. 65% are buying stocks to take ad-
vantage of lower market prices, while only 28% are nervous
but staying put—a 20 point decrease from our last survey.
SmartMoney investors purchased stocks, mutual funds
and ETFs in the past 6 months. They did move some of their
investments into liquid assets as seen in the increase in CDs
and Money Market Funds. Moving forward, SmartMoney
investors are looking to buy longer-term investments such as
stocks, futures, ETFs and international investments.
ContaCt: Joseph Dressler — national advertising Director 212.373.9170 [email protected]
Retirement 37%
Paying off debt (mortgage, college tuition, etc.) 29%
Speculative investing 26%
Home improvement/remodeling 24%
Travel 18%
Auto 9%
College Savings 6%
Source: SmartMoney Investor Sentiment Survey, June 2009. SmartMoney investors are subscribers or regular readers of SmartMoney magazine and users of SmartMoney.com. 1200 respondents.
Travel 86%
Computers/Peripherals 59%
Home Furnishings 37%
Electronics 32%
Automobiles 17%
During these uncertain times, saving for retirement and paying off debt remained top priorities for SmartMoney in-vestors. If they were given $10,000 tax-free, they would use the money towards retirement, paying off debt and invest-ing in the stock market.
The ongoing financial crisis has prompted consumer to re-evaluate their spending habits—63% of Smart-Money consumers have changed their spending habits. Aware of the market’s downturn, they recognize how the slowed economy can yield some of the most valuable pur-chases they’ll ever make. Our audience is spending their hard-earned money on products and services that help them enjoy their lives.
ContaCt: Joseph Dressler — national advertising Director 212.373.9170 [email protected]
resourceful
spending Wisely Where they Are spending(Next Six Months)
SmartMoney investors are relying on more resources and consider research integral to their success. They value Smart-Money and their financial professionals’ advice now more than ever before:
84% feel the need to do more research before making investment decisions
63% consider a paid advisor an important source of investing/personal finance information
30% conduct research on their own and then consult with their financial advisor
62% of investors use a discount brokerage while 36% use a full-service brokerage
1 in 4 SmartMoney investors are more likely to discuss their financial plans with a financial advisor and 59% are more likely to seek out information from SmartMoney and other trusted resources in this volatile market
SmartMoney investors look to various sources for investing/personal finance information and consider the following to be the top sources:
Financial websites 97%
Personal finance/business magazines 92%
Newspapers 73%
TV/Radio 66%
Friends/Colleagues/relatives 49%
HHI $100,000+ 44%
Portfolio value $250,000+ 63%
C-Level/Top Management 22%
Professional/Managerial 46%
Broker/Financial Advisor/ Planner 3 %
Investor Demographics
