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

Data-driven Marketing

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%

 

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