SlideShare a Scribd company logo
1 of 8
Download to read offline
LIFE TIME FINANCIAL
WELLNESS
Source: GfK Mediamark Research Doublebase 2014
$131.5 Billion In Investable Assets Owned Collectively By
LIFE TIME MEMBERS
MEDIAN HOUSEHOLD INCOME: $122,236
MEDIAN VALUE OF HOME OWNED: $316,402
MEDIAN NET WORTH $413,490
TOTAL VALUE ANY STOCK OWNED: $ 32.3 Billion
TOTAL OTHER MARKET INSTRUMENT INSTRUMENTS: $ 68.4 Billion
TOTAL VALUE ALL INVESTMENTS OWNED $131.5 Billion
Source: GfK Mediamark Research Doublebase 2014
LIFE TIME MEMBERS ARE TWICE AS LIKELY TO HAVE
$250,000+ IN INVESTMENTS
Securities Owned Index
Total - Any stock Own 248
Total - Any other market instrument Own 192
Total - Any Investments Own 163
Total - Any stock Acquired or added to in last 12 months 323
Total - Any other market instrument Acquired or added to in last 12 months 225
Total - Any Investments Acquired or added to in last 12 months 190
Total - Any other market instrument $150,000+ 171
Total - Any stock $150,000+ 244
Total - Any Investments $150,000+ 198
Total - Any Investments $250,000+ 208
Source: GfK Mediamark Research Doublebase 2014
LIFE TIME MEMBERS ARE 91% MORE LIKELY THAN THE OVERALL US
ADULTS TO HAVE MADE 10+ INVESTMENT TRANSACTIONS LAST YEAR
Type of Broker Used Index
Used Discount Broker 129
Used Full Service Broker 162
Used On-Line Broker 434
10+ Investment Transactions Past 12 Months 191
Investment Activity Index
Stock rating service 475
Financial Planner/Certified Financial Planner (CFP) 215
Personal Money Manager 154
Financial Advisor/Broker 190
Newspaper/Magazine 209
TV or Radio show 225
Internet site 257
Friends/Family 231
Obtained financial information 215
Tracked investments/Traded stocks, bonds or mutual funds 262
Source: GfK Mediamark Research Doublebase 2014
LIFE TIME MEMBERS ARE 80% MORE LIKELY THAN THE
OVERALL US ADULTS TO OWN ANY TYPE OF SECURITIES
Securities Personally Owned Index
U.S. Savings Bonds Any 216
Common or Preferred Stock in company you work for Any 132
Common Stock in any other company Any 252
Preferred Stock in any other company Any 477
Money market funds Any 164
Mutual Funds (Bonds) Any 223
Mutual Funds (Stocks) Any 271
Tax Exempt funds Any 245
Exchange Traded Funds (ETFs) Any 475
Savings Certificates Any 522
Insured Money Market Accounts (bank) Any 183
CD (Certificate(s) of Deposit) - more than 6 months Any 194
Total Any 180
Source: GfK Mediamark Research Doublebase 2014
LIFE TIME MEMBERS WERE 68% MORE LIKELY TO HAVE ACQUIRED A
RETIREMENT OR COLLEGE SAVINGS PLAN LAST YEAR
Retirement or College Savings Plan Index
IRA Any 197
401(k) Any 192
403(b) Any 290
529 Plan (College Savings Plan) Any 276
Total Any 185
Total Acquired or added to in last 12 months 168
Source: GfK Mediamark Research Doublebase 2014
LIFE TIME MEMBERS USE A VARIETY OF BROKERAGE FIRMS
FOR THEIR TRANSACTIONS
Brokerage Firms Used Index
Charles Schwab 159
E*Trade 344
Fidelity 221
Merrill Lynch/Bank of America 344
Raymond James 443
TD Ameritrade 237
TIAA-CREF 470
Vanguard Group 244
Wells Fargo Advisors 150
Source: GfK Mediamark Research Doublebase 2014
LIFE TIME MEMBERS ARE 2.7 TIMES MORE LIKELY TO
OWN MUTUAL FUNDS (STOCKS)
Mutual Funds Owned * Index
Mutual Funds: American Century Own 349
Mutual Funds: Fidelity Investments Own 236
Mutual Funds: Lord Abbett Own 436
Mutual Funds: Merrill Lynch Own 215
Mutual Funds: Oppenheimer Own 353
Mutual Funds: Prudential Investments Own 255
Mutual Funds: T.Rowe Price Own 145
Mutual Funds: Vanguard Group Own 265
Mutual Funds: Any Own 180
Source: GfK Mediamark Research Doublebase 2014

More Related Content

Similar to Life Time Financial Wellness & Research

Similar to Life Time Financial Wellness & Research (6)

chapter_01.ppt
chapter_01.pptchapter_01.ppt
chapter_01.ppt
 
chapter_01.ppt
chapter_01.pptchapter_01.ppt
chapter_01.ppt
 
Chapter01.ppt
Chapter01.pptChapter01.ppt
Chapter01.ppt
 
final lecture-finance.ppt
final lecture-finance.pptfinal lecture-finance.ppt
final lecture-finance.ppt
 
Target Corporation.pdf
Target Corporation.pdfTarget Corporation.pdf
Target Corporation.pdf
 
Trends and Tremors in the Sustainable Investing Landscape
Trends and Tremors in the Sustainable Investing LandscapeTrends and Tremors in the Sustainable Investing Landscape
Trends and Tremors in the Sustainable Investing Landscape
 

Recently uploaded

Cost-effective tactics for navigating CPC surges
Cost-effective tactics for navigating CPC surgesCost-effective tactics for navigating CPC surges
Cost-effective tactics for navigating CPC surgesPushON Ltd
 
DIGITAL MARKETING COURSE IN BTM -Influencer Marketing Strategy
DIGITAL MARKETING COURSE IN BTM -Influencer Marketing StrategyDIGITAL MARKETING COURSE IN BTM -Influencer Marketing Strategy
DIGITAL MARKETING COURSE IN BTM -Influencer Marketing StrategySouvikRay24
 
Netflix Ads The Game Changer in Video Ads – Who Needs YouTube.pptx (Chester Y...
Netflix Ads The Game Changer in Video Ads – Who Needs YouTube.pptx (Chester Y...Netflix Ads The Game Changer in Video Ads – Who Needs YouTube.pptx (Chester Y...
Netflix Ads The Game Changer in Video Ads – Who Needs YouTube.pptx (Chester Y...ChesterYang6
 
Local SEO Domination: Put your business at the forefront of local searches!
Local SEO Domination:  Put your business at the forefront of local searches!Local SEO Domination:  Put your business at the forefront of local searches!
Local SEO Domination: Put your business at the forefront of local searches!dstvtechnician
 
VIP 7001035870 Find & Meet Hyderabad Call Girls Film Nagar high-profile Call ...
VIP 7001035870 Find & Meet Hyderabad Call Girls Film Nagar high-profile Call ...VIP 7001035870 Find & Meet Hyderabad Call Girls Film Nagar high-profile Call ...
VIP 7001035870 Find & Meet Hyderabad Call Girls Film Nagar high-profile Call ...aditipandeya
 
Avoid the 2025 web accessibility rush: do not fear WCAG compliance
Avoid the 2025 web accessibility rush: do not fear WCAG complianceAvoid the 2025 web accessibility rush: do not fear WCAG compliance
Avoid the 2025 web accessibility rush: do not fear WCAG complianceDamien ROBERT
 
pptx.marketing strategy of tanishq. pptx
pptx.marketing strategy of tanishq. pptxpptx.marketing strategy of tanishq. pptx
pptx.marketing strategy of tanishq. pptxarsathsahil
 
SORA AI: Will It Be the Future of Video Creation?
SORA AI: Will It Be the Future of Video Creation?SORA AI: Will It Be the Future of Video Creation?
SORA AI: Will It Be the Future of Video Creation?Searchable Design
 
Influencer Marketing Power point presentation
Influencer Marketing  Power point presentationInfluencer Marketing  Power point presentation
Influencer Marketing Power point presentationdgtivemarketingagenc
 
What are the 4 characteristics of CTAs that convert?
What are the 4 characteristics of CTAs that convert?What are the 4 characteristics of CTAs that convert?
What are the 4 characteristics of CTAs that convert?Juan Pineda
 
The Skin Games 2024 25 - Sponsorship Deck
The Skin Games 2024 25 - Sponsorship DeckThe Skin Games 2024 25 - Sponsorship Deck
The Skin Games 2024 25 - Sponsorship DeckToluwanimi Balogun
 
Best Persuasive selling skills presentation.pptx
Best Persuasive selling skills  presentation.pptxBest Persuasive selling skills  presentation.pptx
Best Persuasive selling skills presentation.pptxMasterPhil1
 
ASO Process: What is App Store Optimization
ASO Process: What is App Store OptimizationASO Process: What is App Store Optimization
ASO Process: What is App Store OptimizationAli Raza
 
Moving beyond multi-touch attribution - DigiMarCon CanWest 2024
Moving beyond multi-touch attribution - DigiMarCon CanWest 2024Moving beyond multi-touch attribution - DigiMarCon CanWest 2024
Moving beyond multi-touch attribution - DigiMarCon CanWest 2024Richard Ingilby
 
Branding strategies of new company .pptx
Branding strategies of new company .pptxBranding strategies of new company .pptx
Branding strategies of new company .pptxVikasTiwari846641
 
TOP DUBAI AGENCY OFFERS EXPERT DIGITAL MARKETING SERVICES.pdf
TOP DUBAI AGENCY OFFERS EXPERT DIGITAL MARKETING SERVICES.pdfTOP DUBAI AGENCY OFFERS EXPERT DIGITAL MARKETING SERVICES.pdf
TOP DUBAI AGENCY OFFERS EXPERT DIGITAL MARKETING SERVICES.pdfasiyahanif9977
 
Russian Call Girls Nagpur Swara 8617697112 Independent Escort Service Nagpur
Russian Call Girls Nagpur Swara 8617697112 Independent Escort Service NagpurRussian Call Girls Nagpur Swara 8617697112 Independent Escort Service Nagpur
Russian Call Girls Nagpur Swara 8617697112 Independent Escort Service NagpurCall girls in Ahmedabad High profile
 
VIP Call Girls In Green Park 9654467111 Escorts Service
VIP Call Girls In Green Park 9654467111 Escorts ServiceVIP Call Girls In Green Park 9654467111 Escorts Service
VIP Call Girls In Green Park 9654467111 Escorts ServiceSapana Sha
 
Brighton SEO April 2024 - The Good, the Bad & the Ugly of SEO Success
Brighton SEO April 2024 - The Good, the Bad & the Ugly of SEO SuccessBrighton SEO April 2024 - The Good, the Bad & the Ugly of SEO Success
Brighton SEO April 2024 - The Good, the Bad & the Ugly of SEO SuccessVarn
 

Recently uploaded (20)

Cost-effective tactics for navigating CPC surges
Cost-effective tactics for navigating CPC surgesCost-effective tactics for navigating CPC surges
Cost-effective tactics for navigating CPC surges
 
DIGITAL MARKETING COURSE IN BTM -Influencer Marketing Strategy
DIGITAL MARKETING COURSE IN BTM -Influencer Marketing StrategyDIGITAL MARKETING COURSE IN BTM -Influencer Marketing Strategy
DIGITAL MARKETING COURSE IN BTM -Influencer Marketing Strategy
 
Netflix Ads The Game Changer in Video Ads – Who Needs YouTube.pptx (Chester Y...
Netflix Ads The Game Changer in Video Ads – Who Needs YouTube.pptx (Chester Y...Netflix Ads The Game Changer in Video Ads – Who Needs YouTube.pptx (Chester Y...
Netflix Ads The Game Changer in Video Ads – Who Needs YouTube.pptx (Chester Y...
 
Local SEO Domination: Put your business at the forefront of local searches!
Local SEO Domination:  Put your business at the forefront of local searches!Local SEO Domination:  Put your business at the forefront of local searches!
Local SEO Domination: Put your business at the forefront of local searches!
 
VIP 7001035870 Find & Meet Hyderabad Call Girls Film Nagar high-profile Call ...
VIP 7001035870 Find & Meet Hyderabad Call Girls Film Nagar high-profile Call ...VIP 7001035870 Find & Meet Hyderabad Call Girls Film Nagar high-profile Call ...
VIP 7001035870 Find & Meet Hyderabad Call Girls Film Nagar high-profile Call ...
 
Avoid the 2025 web accessibility rush: do not fear WCAG compliance
Avoid the 2025 web accessibility rush: do not fear WCAG complianceAvoid the 2025 web accessibility rush: do not fear WCAG compliance
Avoid the 2025 web accessibility rush: do not fear WCAG compliance
 
pptx.marketing strategy of tanishq. pptx
pptx.marketing strategy of tanishq. pptxpptx.marketing strategy of tanishq. pptx
pptx.marketing strategy of tanishq. pptx
 
SORA AI: Will It Be the Future of Video Creation?
SORA AI: Will It Be the Future of Video Creation?SORA AI: Will It Be the Future of Video Creation?
SORA AI: Will It Be the Future of Video Creation?
 
Influencer Marketing Power point presentation
Influencer Marketing  Power point presentationInfluencer Marketing  Power point presentation
Influencer Marketing Power point presentation
 
What are the 4 characteristics of CTAs that convert?
What are the 4 characteristics of CTAs that convert?What are the 4 characteristics of CTAs that convert?
What are the 4 characteristics of CTAs that convert?
 
BUY GMAIL ACCOUNTS PVA USA IP INDIAN IP GMAIL
BUY GMAIL ACCOUNTS PVA USA IP INDIAN IP GMAILBUY GMAIL ACCOUNTS PVA USA IP INDIAN IP GMAIL
BUY GMAIL ACCOUNTS PVA USA IP INDIAN IP GMAIL
 
The Skin Games 2024 25 - Sponsorship Deck
The Skin Games 2024 25 - Sponsorship DeckThe Skin Games 2024 25 - Sponsorship Deck
The Skin Games 2024 25 - Sponsorship Deck
 
Best Persuasive selling skills presentation.pptx
Best Persuasive selling skills  presentation.pptxBest Persuasive selling skills  presentation.pptx
Best Persuasive selling skills presentation.pptx
 
ASO Process: What is App Store Optimization
ASO Process: What is App Store OptimizationASO Process: What is App Store Optimization
ASO Process: What is App Store Optimization
 
Moving beyond multi-touch attribution - DigiMarCon CanWest 2024
Moving beyond multi-touch attribution - DigiMarCon CanWest 2024Moving beyond multi-touch attribution - DigiMarCon CanWest 2024
Moving beyond multi-touch attribution - DigiMarCon CanWest 2024
 
Branding strategies of new company .pptx
Branding strategies of new company .pptxBranding strategies of new company .pptx
Branding strategies of new company .pptx
 
TOP DUBAI AGENCY OFFERS EXPERT DIGITAL MARKETING SERVICES.pdf
TOP DUBAI AGENCY OFFERS EXPERT DIGITAL MARKETING SERVICES.pdfTOP DUBAI AGENCY OFFERS EXPERT DIGITAL MARKETING SERVICES.pdf
TOP DUBAI AGENCY OFFERS EXPERT DIGITAL MARKETING SERVICES.pdf
 
Russian Call Girls Nagpur Swara 8617697112 Independent Escort Service Nagpur
Russian Call Girls Nagpur Swara 8617697112 Independent Escort Service NagpurRussian Call Girls Nagpur Swara 8617697112 Independent Escort Service Nagpur
Russian Call Girls Nagpur Swara 8617697112 Independent Escort Service Nagpur
 
VIP Call Girls In Green Park 9654467111 Escorts Service
VIP Call Girls In Green Park 9654467111 Escorts ServiceVIP Call Girls In Green Park 9654467111 Escorts Service
VIP Call Girls In Green Park 9654467111 Escorts Service
 
Brighton SEO April 2024 - The Good, the Bad & the Ugly of SEO Success
Brighton SEO April 2024 - The Good, the Bad & the Ugly of SEO SuccessBrighton SEO April 2024 - The Good, the Bad & the Ugly of SEO Success
Brighton SEO April 2024 - The Good, the Bad & the Ugly of SEO Success
 

Life Time Financial Wellness & Research

  • 1. LIFE TIME FINANCIAL WELLNESS Source: GfK Mediamark Research Doublebase 2014
  • 2. $131.5 Billion In Investable Assets Owned Collectively By LIFE TIME MEMBERS MEDIAN HOUSEHOLD INCOME: $122,236 MEDIAN VALUE OF HOME OWNED: $316,402 MEDIAN NET WORTH $413,490 TOTAL VALUE ANY STOCK OWNED: $ 32.3 Billion TOTAL OTHER MARKET INSTRUMENT INSTRUMENTS: $ 68.4 Billion TOTAL VALUE ALL INVESTMENTS OWNED $131.5 Billion Source: GfK Mediamark Research Doublebase 2014
  • 3. LIFE TIME MEMBERS ARE TWICE AS LIKELY TO HAVE $250,000+ IN INVESTMENTS Securities Owned Index Total - Any stock Own 248 Total - Any other market instrument Own 192 Total - Any Investments Own 163 Total - Any stock Acquired or added to in last 12 months 323 Total - Any other market instrument Acquired or added to in last 12 months 225 Total - Any Investments Acquired or added to in last 12 months 190 Total - Any other market instrument $150,000+ 171 Total - Any stock $150,000+ 244 Total - Any Investments $150,000+ 198 Total - Any Investments $250,000+ 208 Source: GfK Mediamark Research Doublebase 2014
  • 4. LIFE TIME MEMBERS ARE 91% MORE LIKELY THAN THE OVERALL US ADULTS TO HAVE MADE 10+ INVESTMENT TRANSACTIONS LAST YEAR Type of Broker Used Index Used Discount Broker 129 Used Full Service Broker 162 Used On-Line Broker 434 10+ Investment Transactions Past 12 Months 191 Investment Activity Index Stock rating service 475 Financial Planner/Certified Financial Planner (CFP) 215 Personal Money Manager 154 Financial Advisor/Broker 190 Newspaper/Magazine 209 TV or Radio show 225 Internet site 257 Friends/Family 231 Obtained financial information 215 Tracked investments/Traded stocks, bonds or mutual funds 262 Source: GfK Mediamark Research Doublebase 2014
  • 5. LIFE TIME MEMBERS ARE 80% MORE LIKELY THAN THE OVERALL US ADULTS TO OWN ANY TYPE OF SECURITIES Securities Personally Owned Index U.S. Savings Bonds Any 216 Common or Preferred Stock in company you work for Any 132 Common Stock in any other company Any 252 Preferred Stock in any other company Any 477 Money market funds Any 164 Mutual Funds (Bonds) Any 223 Mutual Funds (Stocks) Any 271 Tax Exempt funds Any 245 Exchange Traded Funds (ETFs) Any 475 Savings Certificates Any 522 Insured Money Market Accounts (bank) Any 183 CD (Certificate(s) of Deposit) - more than 6 months Any 194 Total Any 180 Source: GfK Mediamark Research Doublebase 2014
  • 6. LIFE TIME MEMBERS WERE 68% MORE LIKELY TO HAVE ACQUIRED A RETIREMENT OR COLLEGE SAVINGS PLAN LAST YEAR Retirement or College Savings Plan Index IRA Any 197 401(k) Any 192 403(b) Any 290 529 Plan (College Savings Plan) Any 276 Total Any 185 Total Acquired or added to in last 12 months 168 Source: GfK Mediamark Research Doublebase 2014
  • 7. LIFE TIME MEMBERS USE A VARIETY OF BROKERAGE FIRMS FOR THEIR TRANSACTIONS Brokerage Firms Used Index Charles Schwab 159 E*Trade 344 Fidelity 221 Merrill Lynch/Bank of America 344 Raymond James 443 TD Ameritrade 237 TIAA-CREF 470 Vanguard Group 244 Wells Fargo Advisors 150 Source: GfK Mediamark Research Doublebase 2014
  • 8. LIFE TIME MEMBERS ARE 2.7 TIMES MORE LIKELY TO OWN MUTUAL FUNDS (STOCKS) Mutual Funds Owned * Index Mutual Funds: American Century Own 349 Mutual Funds: Fidelity Investments Own 236 Mutual Funds: Lord Abbett Own 436 Mutual Funds: Merrill Lynch Own 215 Mutual Funds: Oppenheimer Own 353 Mutual Funds: Prudential Investments Own 255 Mutual Funds: T.Rowe Price Own 145 Mutual Funds: Vanguard Group Own 265 Mutual Funds: Any Own 180 Source: GfK Mediamark Research Doublebase 2014