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Stock Market Conditions Top Political Climate as Factor Most Affecting Investment Plans

Women are more likely than men to be consider Household Income and Retirement in making their investment plans.

 

| BY Donald Liebenson


Affluent investors are very good at tuning out distractions and focusing on the economic factors they perceive to be most affecting their current investment plans, according to Spectrem Group’s Affluent Investor Confidence Index research.

Only 4 percent of Affluent respondents said they consider the Political Climate to be the most important factor affecting their investment plans. Tellingly, this is up 2 percent from three months ago when this question was last asked, an indication that the increasingly divisive presidential race is hard to ignore completely (In comparison, 14 percent of Affluent investors said in March that they consider the Political Climate to be the most serious threat to achieving their household’s current financial goals, up from 10 percent in December).

Rather it is Stock Market conditions that the largest percentage of Affluent investors (32 percent) considers to be the primary factor affecting their investment plans. This is down from 35 percent in January. Ten percent consider the Economic Environment to be the primary factor affecting their investment plans. This is down from 13 percent three months ago.

There is an increased focus on Retirement and Household Income in regards to making investment plans. Eighteen percent—up from 16 percent in January—consider the former to be the primary factor, while 10 percent—up from 7 percent in January—consider the latter to be the one factor most affecting their current investment plans.

Affluent men and women are equally focused on Stock Market Conditions (32 percent), a gender analysis of our research finds, while men were more likely to state that the Economic Environment is the primary factor affecting their current investment plans (11 percent vs. 7 percent of women).

Women are more likely than men to be considering Household Income and Retirement in making their investment plans (16 percent vs. 7 percent and 22 percent vs. 16 percent, respectively. 

As for the Political Climate, this is significantly more of a focus for men than it is for women as it relates to making investment plans (7 percent vs. 0 percent of women).

Analyzed by political affiliation, Affluent respondents who identify as Republican are more likely than their Democrat and Independent counterparts to be focused on Stock Market Conditions in regards to their investment plans (37 percent vs. 31 percent and 27 percent). Those who identify as Independent are more focused on the Economic Environment than those affiliated with the major parties (16 percent vs. 9 percent of Republicans and 4 percent of Democrats). All three are more focused on Retirement and Household Income than they are on the Political Climate.

 



About the Author


Donald Liebenson

dliebenson@millionairecorner.com

Donald Liebenson writes news and features for Millionaire Corner. He has been published in the Chicago Tribune, The Chicago Sun-Times, The Los Angeles Times, Fiscal Times, Entertainment Weekly, Huffington Post, and other outlets. He has also served as a marketing writer for Chicago-based Questar Entertainment and distributor Baker & Taylor.  

A graduate of the University of Southern California, he is married with a college-age son. He also writes extensively about entertainment. 

 


 

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