Ever wonder what makes today's millionaires tick? Fidelity's 6th annual Millionaire Outlook surveyed Gen X/Y millionaires to get inside their heads and figure out how they stack up against their boomer counterparts. The findings may surprise you.
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1. The Fidelity Millionaire Outlook is a primary research study among 542 U.S. millionaire investors conducted via an online survey during the period of May 15–23, 2013. Qualified respondents had investable assets of at least $1 million, excluding workplace retirement accounts and any real estate holdings. The data reflect a margin of error of ±4.2%. Using a scale where +100 represents the most favorable outlook, zero is neutral, and -100 is the most negative outlook, the survey measures millionaires’ confidence levels across five key areas: the stock market, consumer spending, the economy, business spending, and the value of real estate. Combined, the five variables make up a cumulative current and future confidence level, or "outlook." The experience of the millionaire investors who responded to the survey may not be representative of the experiences of all investors and is not indicative of future success. Fidelity partnered with Bellomy Research, an independent third-party research firm, to conduct the study.
2. The X-Factor. Tapping into the Strengths of the 33-48-year-old Generation, Sept 2011.
3. Fidelity Portfolio Advisory Service® is a service of Strategic Advisors, Inc. a registered investment adviser and a Fidelity Investments company. This service provides discretionary money management for a fee.
Portfolio Review is an educational tool.
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