Asset Allocation: Before, During, and After the Great Recession

July 3, 2015 IXI Services

Although the personal wealth of U.S. residents has increased significantly since the Great Recession from $19.2 trillion post-recession to $31 trillion today, and the stock market continues to achieve new highs, consumers still appear to be hesitant to shift their money out of deposits and back into the market.

Asset Allocation:  Before, During, and After the Recession

Source: WealthComplete®

Current Mass Affluent Asset Allocation

How do Mass Affluent households (estimated investable assets from $100K – $1MM) currently distribute their assets?

  • Deposits: 29%
  • Stocks: 20%
  • Bonds: 2%
  • Mutual Funds: 39%
  • Other: 10%

 

Want to learn more?
Contact your account representative or click here.

Previous Article
Luxury Travelers – Where Do They Live?
Luxury Travelers – Where Do They Live?

In the past we explored preferred travel destinations and activities of U.S. households. This month, we de...

Next Article
Millennial Diners
Millennial Diners

As the Millennial generation continues to gain in spending power, we wanted to take a closer look at Millen...