Investment Trends Over a Decade

Raddon Chart of the Day
December 12, 2011

Investment Household Trend
60% 16,000

13,896
57%
12,302

55% 55% 12,000
11,679
54%
10,851
10,569
10,021 10,080 10,387
52%
9,275 9,712
51% 51%
50% 49% 8,000
7,592
49% 48%

47%

4,000

40% 0
2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011
RFG Study

Households with Any Investment Dow Jones Industrial Average

Source: Raddon Financial Group, National Consumer Research – Fall 2011
©2011 Open Solutions Inc. Raddon Financial Group (RFG) is a business unit of Open Solutions Inc. www.raddon.com | 800.827.3500

December 7, 2011
Consumers’ Personal Situation Relative
to a Volatile Stock Market

Have Not Changed Investment Portfolio 32%

Moved Some Money/Safer Mix 15%

Moved All Money 3%

Do Not Have Investments 50%

0% 10% 20% 30% 40% 50% 60%


December 1, 2011
Consumers’ Participation in a
Work-Related Retirement Plan

Participate in Such a Plan
44%
56% Do Not Participate in Such a
Plan


November 29, 2011
Consumers’ Current Status
Regarding Retirement

27% Currently Retired

Retire within the Next 5 Yrs.

64% Will Not Retire for More
9% than 5 Yrs.


November 21, 2011
Consumers’ Attitude About
the Stock Market

Stock Market Will Rebound/Best

31% Place for Long-Term Invest.
Opportunities

49% Stock Market No Longer the Place to
Invest

Do Not Know

20%


November 17, 2011
Consumers’ Preference for
an Online Trading Firm

Lowest Possible Stock
Trading Fees
45%
55% Offers Wide Investment
Selection/Does Not Have
Lowest Trading Fees


November 15, 2011
Consumers’ Online Trading Status and
Interest in an Online Trading Service
60% 56%

50%

40%
31%
30%

20%
9%
10% 5%

0%
Currently Trade Previously Traded Do Not Trade Not Comfortable
Online Online/Not Currently Online/Would Using an Online
Consider Using Brokerage Service


November 10, 2011
Consumers’ Comfort Level in
Making Investment Decisions

46% 54% Prefer to Receive Advice

Comfortable Making
Own Decisions


November 9, 2011
Consumers’ Satisfaction with
Current Savings Level
40%
34%
30%
30% 27%

20%

10% 9%

0%
Very Comfortable Somewhat Somewhat Very Uncomfortable
Comfortable Uncomfortable


November 7, 2011
Consumers’ Personal Situation
30% 28% In The Next Six Months
25%
22%
21%
20% 19% 19%
18%
17%
16% 16%
15%
10%
10%

5%

0%
Better Shape Worse Shape
Fall '07 Fall '08 Fall '09 Fall '10 Fall '11

November 2, 2011
Consumers’ Current Spending Habits
Compared To One Year Ago

8%

Spending More

54% 38% Spending the Same
Spending Less


November 1, 2011
Consumers’ Current Savings Habits
Compared To One Year Ago

18%
40% Saving More
Saving the Same
Saving Less

42%


October 25, 2011
Consumers’ Economic Expectations
For The Next Six Months
70%

60% 59%
50% 48% 46%
40% 39%
30%
30% 24% 27%

19% 23%
20%
21%
10% 12% 15% 18%
6% 9%
7%
0%
Spring '08 Fall '08 Spring '09 Fall '09 Spring '10 Fall '10 Spring '11 Fall '11
Better Shape Worse Shape

October 24, 2011
Consumers’ Opinion Regarding The
Current State Of The Economy
13%
Not Sure
11%

Definitely See Evidence That the Economy 5%
Is Improving 6%

Just Begun to See Signs That the Recession 12%
Is Ending 21%

See No Evidence That the Recession Is 69%
Over 61%

0% 10% 20% 30% 40% 50% 60% 70% 80%
Fall '11 Spr. '11

Investment Trends Over a Decade

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