TITLE

STAT BANK

PUB. DATE
June 1999
SOURCE
Journal of Financial Planning;Jun99, Vol. 12 Issue 6, p20
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
Presents statistics related to financial planning in the United States as of June 1999. Percentage of investors who do not know that the top long-term capital gains rate is 20 percent; Percentage more that people spend when using credit cards instead of cash; Percentage of Americans who have no money left over after paying basic expenses.
ACCESSION #
1926605

 

Related Articles

  • Ken Lewis. Hamilton, Anita // Time International (Atlantic Edition);5/14/2007, Vol. 169 Issue 20, p101 

    The article profiles Ken Lewis, chief executive officer (CEO) of Bank of America Corp. Bank of America is the largest consumer bank in the U.S. Lewis has expanded the bank's interests in other fields including mortgages, wealth management and credit cards. Lewis proposed a plan that would not...

  • Ken Lewis. Hamilton, Anita // Time International (South Pacific Edition);5/14/2007, Issue 18, p94 

    The article profiles Ken Lewis, chief executive officer (CEO) of Bank of America Corp. Bank of America is the largest consumer bank in the U.S. Lewis has expanded the bank's interests in other fields including mortgages, wealth management and credit cards. Lewis proposed a plan that would not...

  • Ken Lewis. Hamilton, Anita // Time;5/14/2007, Vol. 169 Issue 20, p158 

    The article profiles Ken Lewis, chief executive officer (CEO) of Bank of America Corp. Bank of America is the largest consumer bank in the U.S. Lewis has expanded the bank's interests in other fields including mortgages, wealth management and credit cards. Lewis proposed a plan that would not...

  • 'No Fee' Is Still Cheaper Than 'Low Fee.' Carlson, Charles B. // DRIP Investor;Oct2000, Vol. 9 Issue 10, p8 

    Comments on the impact of low-cost online brokerage firms on investing company-sponsored dividend reinvestment plans in the United States. Accounts on the direct-purchase of stocks; Decisions of investors on trading.

  • Stock volatility has investors seeking happier returns. Gunsauley, Craig // Employee Benefit News;Feb2002, Vol. 16 Issue 2, p43 

    Details the shifting of 401(k) plan investors to bond and stable value funds due to stock market uncertainty in the U.S. as of February 2002. Details on the 401(k) asset transfer; Significance of informing the participants on the importance of long-term investing; Result of a survey on the...

  • Spectrem Investor Indexes Hold Steady.  // American Banker;8/2/2007, Vol. 172 Issue 148, p7 

    The article reports that, according to research firm Spectrem Group, the Spectrem Affluent Investor Index was flat during the month of July 2007. The author explains that the index measures the investment outlook of U.S. households with investable assets of more than $500,000. The factors most...

  • Most fund investors buy and hold with eye on long-term. Baldwin, Amy // Hudson Valley Business Journal;11/19/2001, Vol. 12 Issue 18, p23 

    Vito Turso, a public relation executive in New York owns shares in several mutual funds through his employer-sponsored 401(K) plan. But he doesn't think much about them, and he couldn't identify his funds without consulting his quarterly statements. The United States' 93.3 million fund investors...

  • STAT.  // Journal of Financial Planning;Jan2000, Vol. 13 Issue 1, p26 

    This article presents statistical data related to the financial planning sector in the United States. According to the data, there is 447% increase in the number of taxpayers who paid the alternative minimum tax in 1997 as compared with those who paid it in 1990. 80% of current retiree...

  • Want to Add 130 Bps to Your Clients' 401(k) Returns? Educate Them. Green, James J. // Investment Advisor;Jul2014, Vol. 34 Issue 7, p49 

    The article reports on a study from the U.S. National Bureau of Economic Research (NBER) about financial literacy and investment management. Findings of the study reveal that financially knowledgeable investors hold more stocks and hence expect greater risk-adjusted excess returns. Moreover, it...

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sign out of this library

Other Topics