Table of Contents
Spring 2008 Survey of Affluent Americans

 PageTable #
Survey Highlights   2-4 --
Introduction and Discussion   5-6 --
Respondent Profile   7 1
  Geography, Age, Gender, Net Worth, Income, Investable Assets   8 2
Outlook for the Economy, Stock Market, Personal Household Income, and Savings   9 --
  Current and Future Business Conditions   9 3-4
  Expectations for the Stock Market, Personal Income, and Savings   10 5-7
  Economic Outlook by Selected Demographics   11 8
  Historical Affluent Consumer Expectations (ACE) Indexes   12 9
Investment Objectives   13 --
  Historical Tracking Data   13 10
  Investment Objectives by Selected Demographics   14 11
Major Purchases (8 Items) in the Next 12 Months   15 --
  Historical Tracking Data   15 12
  Planned Purchases by Selected Demographics   16 13
Expected Changes in Spending for 17 Products and Services   17 14
  Historical Tracking Data   17-19 14-16
Impact of Current Economic Conditions on Spending by the Affluent   20 --
  Actions Taken (or Not) to Reduce or Defer Recent and Future Expenditures   20 17
  Plans for Purchase of 8 Major Items Among Those Reducing or Deferring Expenditures   21 18
  Expected Changes in Spending for 17 Products /Services Among Those Reducing Expenditures   22 19
  Reasons for Reducing or Deferring Expenditures   23 20
  Reasons for Reducing or Deferring Expenditures - Frequency Distribution by Number of Responses   24 21
  Current Type of Mortgage on Primary Residence   25 22
  Plans for Purchase of 8 Major Items Reflecting Existence and Type of Home Mortgage   26 23
  Expected Change in Spending on 17 Products /Services Reflecting Existence /Type of Home Mortgage   27 24
  Current Mortgage Balance on Primary Residence   28 25
  Plans for Purchase of 8 Major Items Reflecting Mortgage Balance as % of Home Value   29 26
  Expected Change in Spending on 17 Products /Services Reflecting Mortgage Balance vs. Home Value   30 27
  Relationship between Mortgage Type and Mortgage Balance   31 28
The American Affluence Research Center   32 --
Mailing Lists of the Affluent   33 --

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