The Financial Concerns, Priorities, and Behaviors of Mass Affluent Americans

I just finished reviewing the Fall 2016 edition of the Merrill Edge Report; Merrill Edge is part of Bank of America Corporation. This nationwide survey is released twice a year and provides an in-depth look at the financial concerns, priorities, and behaviors of mass affluent Americans. I have no empirical evidence but I would imagine for readers in Canada the financial concerns, priorities, and behaviors would be relatively similar. Continue reading “The Financial Concerns, Priorities, and Behaviors of Mass Affluent Americans”