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Edward Jones periodically conducts research studies about topics that are important to investors. Read more about our findings.
72% of American Don't Know What a 529 College Savings Plan is
According to Edward Jones' annual 529 Plan Awareness Survey, the majority of American's don't know what a 529 savings plan is, yet the majority believes a college degree is important for the future.
Americans Spend More Time Planning a Vacation Than Planning for Retirement and Education Expenses
Age played a significant role in influencing respondents' answers of how much time they spend thinking about vacation planning compared to the planning of retirement or the cost of higher education.
Americans Concerned about Healthcare Expenses in Retirement
Almost two-thirds of Americans are concerned about how they will pay for healthcare expenses in retirement. The study also revealed a strong variation in the level of concern between the age groups.
One in Three Americans are Adjusting Their Saving and Investing Strategy to Accommodate Holiday Spending
According to the study, women are more likely than men to make accommodations for increased year-end spending. Variations in spending were also noticeable among different age groups and household income levels.
Most Americans Worried About Market Volatility, Following 2016 Presidential Election
A recent study by Edward Jones found that 59% of Americans worry that in the near term, the outcome of the 2016 presidential election will lead to market volatility.
As a client, you have access to our knowledge and resources. Your financial advisor can put these strategies to work for you.Read more