| Page | Table # | |||
| 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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