Browsing Tag
financial confidence
11 posts
Financial Confidence Dips Among Middle-Income Participants
While respondents describe financial professionals as their most trusted source, many choose to rely on loved ones and online sources instead
October 20, 2025
How Much Americans Need to Feel ‘Financially Comfortable’ in 2025
Up from last year, but still down from 2023 according to Schwab’s 2025 Modern Wealth SurveyHow Much Americans Need to Feel ‘Financially Comfortable’ in 2025
July 10, 2025
Generational Investor Confidence High Thanks to More Options, Starting Sooner
Schwab Modern Wealth Survey finds each generation thinks it’s in a better position to achieve financial goals than the previous one
June 13, 2024
Half of Individuals Lack Confidence with Retirement Investments
Women pre-retirees and low net worth respondents are especially susceptible to feeling uncertain, finds a report by the Western & Southern Financial Group and LIMRA
October 18, 2023
Americans Say They Won’t Have Enough Savings for Retirement
A recent Prudential survey found 70% of Americans plan to retire but aren't confident if they will actually be able to
May 3, 2023
Americans Less Confident in Their Finances, U.S. Economy Entering Third Year of Pandemic
Despite this relatively recent decline in confidence, Empower Retirement’s “2022 Wealth & Wellness Index” finds Americans feeling optimistic about their longer-term financial futures
January 10, 2022
1 in 4 Americans Less Confident in Financial Futures due to COVID-19
The COVID-19 pandemic has served as a wake-up call to Americans about their vulnerability to unforeseen illness and…
June 17, 2020
Financial Optimism – Especially Among Republicans – At Near Record-High Level
Americans' financial optimism is at a 20-year high, with 69% expecting improvement next year despite economic uncertainties.
February 14, 2019
Americans’ Financial Satisfaction Drops for the First Time in Two Years
This too shall end. The number nerds at the American Institute of CPAs (AICPA) note that market volatility…
January 24, 2019
Americans Prioritize Saving For This Above All Else (Including Retirement)
Wanderlust is strong among Americans, so much so more people are saving their money for travel than for…
July 26, 2018