Monday, December 23, 2024
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U.S. Foreclosures Increase In First Quarter

2024-04-11 08:42:00  |  housing 

... btle fluctuations observed in the broader quarterly data. Overall, while the Q1 2024 report from ATTOM paints a picture of a U.S. foreclosure market characterized by slight variances, it also highlights a degree of resilience among homeowners buoyed by significant equity. However, the variations in foreclosure rates and timelines across states underscore the uneven recovery and challenges still faced by certain regions.        ...

New York Fed's Latest Survey Reveals Mixed Feelings on Economy and Personal Finances

2024-04-09  |  consumers economy 

... ng inflation, labor markets, and personal finances. Its insights into consumer expectations by demographic and economic backgrounds offer valuable perspectives for policymakers and financial analysts....

Consumers Expect Higher Inflation Ahead

2024-03-12 23:15:00  |  consumers economy 

... arger share of respondents expecting to be worse off a year from now.The mean perceived probability that U.S. stock prices will be higher 12 months from now increased by 1.4 percentage point to 38.9%....

Americans Choosing a More Intentional Retirement

2024-03-12 08:42:12  |  retirement 

...  as student debt, saving for a home and wedding, as well as childcare costs. Given these common hurdles, all generations wish they had started planning for retirement earlier, including Gen Z, who started planning at an average age of 20.Optimistically, retirement savers noted recent legislative changes have made saving easier, such as the passage of SECURE 2.0, particularly as it relates to employers helping their workforce save for retirement while paying down student debt and building up emergency savings. In fact, a third of Gen Z believe their employer could leverage the new legislation t...

The Cost of Long Term Care

2024-03-12  |  healthcare 

... eminate our findings in the coming months."The primary cause of assisted living facility cost rises was inflation.  According to this year's data, expenses have increased, although not as much as they have in prior years. In particular, assisted living institutions had a total increase in costs from 2021 to 2023 of 18.9%, but only 1.4% increase from 2022 to 2023. According to Arland, this is probably because of stabilizing post-pandemic housing market trends5 and inflation.   “There is increased demand for skilled workers in the long-term care space, as 10,000 Baby Boomers turn 65 ...

Bank of America Patents Up 70% Over Five Years

2024-03-08  |  technology 

... tents last year.Because of the global diversity of Bank of America's clientele, the bank was able to grant a record number of patents this year thanks to its inventors. More than 7,300 innovators from 42 states in the United States and 14 other countries work for Bank of America; 26 percent of them are women. Less than 17% of inventors worldwide are female.Twelve billion dollars a year are spent on technology by Bank of America; in 2024, $3.8 billion of the amount will go toward new technology projects. The corporation has invested $32 billion in innovative technological initiatives during the...

Improving Financial Literacy Supports Retirement Wellness and Confidence

2024-02-15  |  retirement financial wellness 

... on and to view initial and future results, visit TheAmericanCollege.edu/RILS....

Insights into Offerings for High Net Worth Clients by Leading Wealth Managers

2024-02-09  |  high net worth wealth management 

... art analytical tools, real-time financial data, and bespoke investment recommendations, empowering high net worth clients to make well-informed decisions promptly. These digital solutions enhance convenience and accessibility, allowing clients to oversee their investments and interact with advisors from any location.Sustainable and Impact InvestingA growing segment of high net worth individuals seeks to ensure their investments reflect their ethical values, propelling the demand for sustainable and impact investing. Firms like UBS and Merrill Lynch have responded by introducing investment prod...

Renting Beats Buying Across The US

2024-01-18  |  housing 

... n favor of rentals.In much of the nation, the cost of homes and rental rates have increased within the past 12 months. In most counties where there is sufficient data for analysis, rental rates have increased even more rapidly.This has occurred as rising housing costs have gotten more and more out of reach for regular workers, making it difficult for individuals with modest incomes to get mortgages and giving them no choice except to rent. Despite rising mortgage rates, the price of homes continued to rise in 2023, partly due to a shortage of available properties.Even yet, rent hasn't increase...

Post-Pandemic Belt Tightening Continues

2024-01-16  |  consumers economy spending 

...  from 47.7% in prior year), and 16.0% would be spent or donated (down from 18.5% in prior year and the lowest reading since the series began in August 2015).Source:  New York Federal Reserve Bank...

Consumers Now Expecting Lower Inflation

2024-01-09  |  economy 

... rger share of respondents expecting to be better off a year from now.The mean perceived probability that U.S. stock prices will be higher 12 months from now increased by 0.2 percentage point to 36.7%....

Home Prices Remain Resilient

2023-06-01 17:00:00  |  housing interest rates 

... ially unchanged (+0.1%) from a year earlier.The monthly mortgage payment on the median-asking-price home hit a record high of $2,651 at a 6.79% mortgage rate, the current weekly average. That’s up 15% ($348) from a year earlier.Pending home sales were down 17% year over year, the second-biggest decline since January. The biggest was a week earlier, when pending sales declined 17.1%.Pending home sales fell in all metros Redfin analyzed. They declined most in Seattle (-31.8% YoY), San Diego (-31.4%), Portland, OR (-30.1%), Sacramento (-26.3%) and Milwaukee (-25.8%).New listings of homes for sa...

Credit Union Loan Account Balances Rising

2023-06-01 11:00:00  |  credit unions lending 

... ...

End-to-End, Third-Party Operating Models Deployed by Wealth and Asset Managers Are Transforming the Industry

2023-06-01 15:00:00  |  asset management 

... ital and operating model transformations."Wealth and asset managers are faced with a myriad of challenges, and it's clear that partnering with end-to-end third-party operating models can yield benefits and create competitive advantage if done right, despite running counter to certain long-established practices," says Akin Soysal, a BCG managing director and partner and coauthor of the report."Customer demands for personalized wealth solutions are steadily rising along the value chain, requiring wealth and asset managers to make further investments," says Din Mustaffa, group chief strategy offi...

Hidden costs of homeownership can add up to nearly $15,000 annually

2023-06-01  |  housing 

... spectively. Meanwhile, homeowners in Las Vegas can expect to pay just $3,467 per year to maintain their homes. "Just like you would visit a mechanic for regular tune-ups to help keep your car in good condition and avoid big bills, your home needs the same routine maintenance to ensure that everything is running smoothly," said David Steckel, Thumbtack's home expert. "Staying on top of annual home maintenance will not only increase the value of your home, but will also help prevent emergency repairs that can wreck a homeowner's budget." First-time buyers make up nearly half of all hom...

Half of Young Adults Don't Expect to Match Parents Finances

2023-06-01  |  demographics finances 

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Home Price Gains Slow to Lowest Rate on Record

2023-06-01  |  economy housing 

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Global High-Net-Worth Population Sees Biggest Decline in Size and Wealth for Over a Decade

2023-06-01  |  wealth management hnw 

... t firms need to fix the misalignment of the relationship manager’s roleAccording to the report, the current lack of digital tools is limiting relationship managers from delivering timely financial advice and value-added expertise. It is also impacting their bottom line.On average, only one in three executives ranked their firm’s end-to-end digital maturity as high. Furthermore, 45% said the cost per relationship manager is rising, driven primarily by wealth value chain inefficiencies.The report finds that lagging digital readiness and poor omnichannel platforms increase the relationship ma...

Gen Z Immersing Themselves in World of Investing

2023-05-24 10:23:10  |  investing 

... r industry utilities. FINRA also administers a dispute resolution forum for investors and brokerage firms and their registered employees. For more information, visit www.finra.org.SOURCE CFA Institute...

Three-Fifths Of Americans Living Paycheck To Paycheck

2023-02-28  |  consumers 

... l to 35% of their available savings, but people who are living paycheck to paycheck typically have more debt than they do savings. According to the data, people who live paycheck to paycheck and have no trouble paying their bills have average outstanding credit card balances equal to 62% of their available savings, while people who struggle to make ends meet have balances that are 157% of their savings, meaning they would still owe money even if they emptied their savings accounts. While consumers are changing their behavior to adjust to the pressures of inflation on their wallets, Nayar no...

Money Top Source Of Stress For Women

2022-09-22  |  consumers demographics women 

... ue to update and publish the Ellevest Women's Financial Health Index, monitor women's relationship with money, and provide best-in-class resources in the months and years to come." Source: Ellevest...

New Vehicle Prices Set Record In August

2022-09-12  |  consumers economy travel 

... s in August. Stellantis' incentives in August averaged 4.4% of ATP, up from 4.1% in July, but were still historically low. Source: Kelley Blue Book...

Consumer Spending Not Wilting In Summer Heat

2022-08-09 12:10:00  |  consumers economy 

... olds ($50k per year), which peaked at nearly 10% in June, decreased to 9.3% in June as oil prices fell throughout July. According to internal expenditure and payment data, Anna Zhou, economist with the Bank of America Institute, "consumers are not wilting in this summer heat." While 34% of US families are renters, "relief from decreased gas costs and shop promotions encouraged consumers to continue to spend throughout July even though pockets are getting tighter." Source: Bank of America Institute...

Will The Housing Bubble Burst?

2022-07-28 10:00:00  |  housing 

... ices increased by 40% between February 2020, at the start of the pandemic, and April 2022, per the Case-Shiller Indices, a leading measure of U.S. home prices. The most recent data for May 2022 showed a slight deceleration in home price growth, with the National Composite Index reporting a 19.7% annual gain in May, down from 20.6% in April. But the Federal Reserve and other central banks are increasingly hiking interest rates as they fight rampant inflation. Because of this, bond yields and mortgage rates have skyrocketed, which has decreased demand for mortgages and home purchases. A...

Envestnet Examines Keys to Unlocking Complicated Financial Relationships

2022-07-28  |  financial advice 

... Financial LifeTM is Envestnet's response to the anxiety and confusion investors experience over their finances, and it connects every aspect of their financial lives through an ecosystem of data-driven solutions, advice, intelligence, and technology. In this paper, the major issues affecting the sector were analyzed from a fresh angle. The survey aimed to comprehend how investors regard each path, where they positively converge, and what that means for the industry, rather than comparing sentiments about technology-only solutions versus engaging with a human advisor. According to Jason D...

Older Homeowners Least Likely To Tap Home Equity

2022-07-27 12:00:10  |  housing 

... ...

Majority of Americans Need Financial Planning Improvement

2022-07-27 12:00:00  |  financial planning 

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Home Prices Keep Increasing

2022-07-14  |  economy housing 

...  homebuyers, we expect purchase demand to cool in the quarters ahead, and for home price appreciation to moderate as a result." The FNM-HPI is produced by aggregating county-level data to create both seasonally adjusted and non-seasonally adjusted national indices that are representative of the whole country and designed to serve as indicators of general single-family home price trends. The FNM-HPI is publicly available at the national level as a quarterly series with a start date of Q1 1975 and extending to the most recent quarter, Q2 2022. Fannie Mae publishes the FNM-HPI approximately mi...

Millennials Searching For Advisors With ESG Knowledge

2022-07-13  |  demographics investing 

... Wealth Management – U.S., said, "Millennials' strong appetite for ESG creates an opportunity for advisors to incorporate ESG data into their investment and wealth planning, as well as advise and educate the younger generation of investors on how to invest with purpose." About the survey The 10-minute, online quantitative survey was conducted in December 2021. Respondents included 25- to 40-year-olds (Millennials) across genders, races, and geographies, of which 750 were HNW and 250 HENRY (high earning, not rich yet). HNW is defined as having at least $1 million in investable assets, in...

Retirement Savers Remain Confident in their Plans

2022-05-19 12:02:00  |  retirement 

... in until retirement. Ever-changing market environments can sometimes mean making difficult choices, as evident by the data showing Americans are contributing less to their emergency funds,” continued Huang. “That’s why it’s critical to seek the help of a trusted financial professional to ensure that your financial strategy can withstand a variety of market conditions and enables you to achieve your short- and long-term financial goals.” Workplace Plans Help Keep Retirement on Track Despite the immediate impacts of inflation on Americans’ wallets, retirement planning remains t...

Retirement Savers Stay The Course Despite Market Losses

2022-05-19  |  retirement 

... .5 million plan participants as of March 31, 2022. Considers average balance across all active plans for 5.6M unique individuals employed in tax-exempt market. Source: Fidelity Investments ...

Total Household Debt Increases in Q1 2022

2022-05-10  |  consumers debt 

...  low, there was a small uptick in new foreclosures in Q1 2022. The Quarterly Report includes a summary of key takeaways and their supporting data points. Overarching trends from the report’s summary include: Housing Debt There was $859 billion in newly originated mortgage debt in Q1 2022, with 68% of it originated to borrowers with credit scores over 760. Two percent of newly originated mortgages were originated to subprime borrowers, a sharp contrast to the 12% average seen between 2003-2007. About 24,000 individuals had a new foreclosure notation added to their cred...

Boomers Prefer Credit Cards Over Debit Cards

2022-05-05 12:00:00  |  consumers payments 

...  bill or make a purchase in the past 30 days. The data were weighted to ensure that relevant demographic characteristics of the sample matched those of the U.S. general population. Age groups referenced in the survey are Gen Z (18–24), millennials (25–40), Gen X (41–56), boomers (57–75) and seniors (76+). About Fiserv...

Inheriting Millennials Want To Talk About Money

2022-05-03 12:00:00  |  affluent demographics 

... It’s okay to discuss inheritances with your children, and often times it’s beneficial,” said Michael Liersch, head of WIM’s Advice and Planning Center of Excellence. “The survey data showed that more than half of the respondents (52%) worry that money discussions might make it seem like they’re solely focused on gaining their inheritance, but in fact, nearly nine out of ten (86%) are more interested in inheriting their parents’ values than money. These values can be passed down through open dialogue.” Three-quarters (72%) say parents have talked with them at least somewhat...

Two-thirds of U.S. Lives Paycheck to Paycheck

2022-05-02 12:00:00  |  consumers credit 

... edit cards who are unwilling to pay their credit card in full (i.e., the ones they "always" or "usually" have a revolving balance ). Additionally, the data shows that over the past six months, the average monthly balance of those who always transferred their balance to a credit card was three times higher than the average of those who always paid in full. Struggling consumers also tend to almost fully hit the average credit card spending limit of $4,700 with an average balance of $3,800. Monthly salaried consumers who struggle to pay their bills report spending an average of $3,100, with a...

Millennials Are Reshaping What It Means to Retire

2022-04-25 14:00:00  |  demographics financial planning retirement 

... s and future personas are based on three major components: 1) a quantitative survey of 5,000 Americans, 2) in-depth analysis of Schwab data alongside third-party macroeconomic data, and 3) advanced modeling techniques that group generations to forecast future attitudes. Knowing that the seeds of the future are planted in the past, the study digs into the past lived experiences, attitudes and behaviors of the Boomer generation and compares that with their current retirement values and choices. Then, accounting for differences in life experience over time, the study analyzes the current attitude...

Privacy

2022-04-25 14:00:00  |  privacy 

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Findings from the March SCE Labor Market Survey

2022-04-25 12:15:00  |  workplace 

...  annual household income lower than $60,000. The SCE Labor Market Survey is fielded every four months as a rotating module of the Survey of Consumer Expectations (SCE). The data are updated online three times per year as results come in, and an annual New York Fed press release, issued following the July survey, highlights notable changes and trends. Source: New York Federal Reserve...

Most Americans Don't Think They'll Ever Be Rich

2022-04-25 12:00:02  |  investing retirement 

... most survey respondents (59%) agree that it's important to maintain a diversified investment portfolio, fewer (46%) prioritize maxing out retirement accounts. According to anonymous data from Personal Capital, retirement accounts like 401k plans and IRAs make up 55% of the wealth of high net worth individuals. “Tax-friendly retirement accounts are powerful investment vehicles,” Braunstein says. “As your income increases, be sure to increase the contributions to your retirement accounts—don’t let the money sit idle.” Brownstein also suggests clarifying what constitutes your per...

More Home Sellers Dropping Prices

2022-04-22  |  housing 

... ack through 2015. The median home sale price was up 17% year over year to a record $392,750—the biggest increase since August 2021. The median asking price of newly listed homes increased 14% year over year to $399,225, down slightly from the record high set during the four-week period ending April 10. The monthly mortgage payment on the median asking price home rose to a record high of $2,318 at the current 5.11% mortgage rate. This was up 38% from a year earlier, when mortgage rates were 2.97%. Pending home sales were down 2% year over year. New listings of homes f...

Younger Generations Turning to Social Media for Financial Advice

2021-12-06 09:22:18  |  advice demographics 

... sn't personalized or tailored to individual goals and needs, leading to potentially greater risk-taking, consumer harm, and a piecemeal approach." The NAPFA Consumer Survey data also reveals differences in the way generations are contributing to their nest egg. Approximately 38% of respondents use an employer-sponsored benefit like a 401(k); 24% use individual retirement accounts (IRAs); 30% invest in stocks and 19% report investing in cryptocurrencies. IRAs are less popular among younger generations. Only 22% of Millennials and 19% of Gen Z respondents claim they have investments in an IRA...

Back To The Office?

2021-12-03 12:00:00  |  pandemic workplace 

... ent in February 2020, just before the pandemic, to 5.9 percent now. While many firms, especially in the financial services industry, appear committed to getting back to in-office work, the ongoing challenges of the pandemic will likely slow the back-to-the-office movement. Future trends may be more evident in a few weeks after year-end bonuses are paid and 2022 pay increases are discussed. ...

Gen Z Wants Credit Perks but Leery of Debt

2021-10-21 12:00:10  |  credit demographics 

... inancing like buy now, pay later, that eases debt fears and gives control over cash flow." Source: Alliance Data Systems Corporation...

Retirees Spending Significantly More Than Expected in Early Years of Retirement

2021-10-21 12:00:00  |  retirement 

... roximately 4,500 DC plans with more than 1.4 million participants1. Retiree spending data comes from more than five million de-identified JPMorgan Chase Bank, N.A. (Chase) households. Source: J.P. Morgan Asset Management...

No Place Like Home

2021-10-20  |  housing 

...  costs would enable me to replace rent payments with regular mortgage payments, giving me a stronger sense of stability that a month-to-month lease could not offer." Source: Bank of America...

Emerging Trends In Banking And Finance

2021-10-14 12:00:00  |  banking demographics 

... ncial service provider with their personal financial data; however, Gen Z and millennials were less likely than baby boomers to completely trust their FIs. "Millennials and Gen Zs are set to become the most important customer group for most banks and credit unions over the next decade, as nearly $70 trillion in wealth transfers to them from their parents. But, as our research shows, what worked for mom and dad will not be enough to win and keep this younger demographic as a customer," said Jake Tyler, CEO at Finn AI. "Traditional FIs need to bring the trust and personal touch they delivere...

Middle Class U.S. Households Have Few Financial Assets

2021-10-14  |  retirement 

... ...

US Shoppers Start Holiday Shopping Early, But Is It Soon Enough?

2021-10-04 12:00:00  |  retail economy 

... bank, finds that forty percent of consumers are starting their holiday shopping earlier than they did last year. Based on surveys of more than 24,000 US shoppers and Klarna's proprietary shopping data from its 20 million consumers nationwide, the report also found that 71% of shoppers plan to begin purchasing holiday gifts before December and 22% have already started. Nearly three-quarters (72%) of shoppers cite a desire to take advantage of holiday sales as the main reason for getting a headstart on their gift purchasing this year. However, amid reports of supply chain issues across the c...

Consumers Financial Confidence Is Up

2021-09-08  |  consumers 

... est BMO Real Financial Progress Index, conducted by Ipsos. The national survey sampled adults aged 18+ in the U.S. from July 13 to Aug. 2. Overall, the survey data showed American adults are experiencing steady increases in confidence about their current financial situation, which is driving an optimistic outlook for many: 4 in 5 (80%) of respondents are positive about their current financial position. Chicago area residents in particular report increased confidence levels – 81% up from 73% in April. Half of US adults (50%) see themselves as more financially secure than last year, ...

More Smaller Homes Hit Housing Market

2021-08-10 10:08:19  |  housing 

... f smaller homes to the market, according to the Realtor.com® Monthly Housing Report released today. Growth in the U.S. median listing price continued to moderate last month, but data shows some of this trend can be attributed to the increase in lower-priced homes for sale. Nationally, the number of homes for sale declined 33.5% year-over-year in July. While inventory is still lower compared to last year, the rate of decline is improving, especially at more affordable price points. If this trend continues, there could be some relief on the horizon for first time buyers looking for smaller ho...

Used Vehicle Prices Expected to Climb to Record Highs

2021-07-06 09:08:22  |  transportation 

... d or later this summer to make a concerted effort to shop around their trade-in, which can be done for free on sites such as Edmunds. According to Edmunds data, the average trade-in value for used vehicles climbed to $21,224 in June, marking a 75.6% increase compared to June of 2020. "In these unique market conditions, car shoppers must remember that they have the most negotiating power through their current vehicle," said Ivan Drury, Edmunds' senior manager of insights. "Although it's important to do your research on available incentives, getting competitive quotes for your ...

Long-Term Care Costs Could Top $600K In Retirement

2021-06-22 10:08:19  |  healthcare 

...  the probability of needing long-term care is lower for both men and women with a chronic condition given reduced longevity. HealthView Services' planning data reveals that when care is required by those with a chronic condition, on average it will be needed at an earlier age and for a longer period compared to a healthy individual. For an average 50-year-old couple, costs will be significantly higher than for the 65-year-old couple, driven by an extra 15 years of annual LTC cost inflation. Assuming projected average longevity, an industry standard of 44 hours of home health care per week, ...

How the Pandemic Stress-Tested Our Digital Homes

2021-06-09 12:00:00  |  consumers digital pandemic 

... ...

Out of Town Movers Reshuffling to Larger, More Affordable Homes

2021-06-08 12:00:00  |  housing 

... lion more than where they came from. Source: Zillow...

Economic Optimism Rebounds

2021-06-02 12:00:05  |  consumers economy 

... 50.0 in February 2020 (48.1). “June’s indexes reflect a great deal of positivity as states reopen,” said Ed Carson, IBD's news editor. “Our data shows that nearly one half of Americans are vaccinated, with another 17% having received their first shot. This creates more possibilities for both work and travel, as more money is pumped into the economy.” The flagship IBD/TIPP Economic Optimism Index has three key components. This month, all three increased. The Six-Month Economic Outlook, a measure of how consumers feel about the economy’s prospects in the next six months, r...

Workers Remained Committed To Saving Through Pandemic

2021-06-02 12:00:03  |  retirement saving 

... icipant behavior and plan design from T. Rowe, finds that workers remained committed to retirement saving through the pandemic. The report is based on the firm's full-service recordkeeping client data and this year, it features findings derived through the lens of the global pandemic. "While the financial, physical, and emotional strains caused by the pandemic had, and will continue to have, repercussions on plan design and retirement savings outcomes, it was encouraging to see that through it all, plan sponsors and participants remained committed to retirement savings," said Kev...

Overwhelming Majority Oppose Social Security and Medicare Cuts to Reduce Deficit

2021-05-26 12:00:00  |  retirement 

... au and are balanced by gender, age, education, race/ethnicity, region and AARP membership. The survey has a margin of error of plus or minus 4.33 percent with a design effect of 1.99. Source: AARP...

Visa Confirms Recovery On Firm Ground

2021-05-12 12:20:00  |  consumer spending 

... e of aggregated, depersonalized VisaNet data. Visa adjusts this data through proprietary methods to exclude factors that do not reflect spending momentum. The resulting sample data is then aggregated using a diffusion index framework where index values are scored from 0 to 200. When the Visa SMI rises above 100, the consumer spending momentum is strengthening and when it falls below 100, the spending momentum is weakening as fewer consumers are spending more relative to the previous year. The index is adjusted for day of week, month, holidays, and broad annual trends, and these seasonal adjust...

Why Does U.S. Customer Satisfaction Keep Falling?

2021-05-11 12:00:00  |  consumers 

... ata into information. Absent other explanations for the decline in overall U.S. customer satisfaction, upgrading data analytics would probably be an effective remedy. “ACSI has been successful not only in developing methods for pinpointing how to increase a company’s customer satisfaction, but also in calibrating the customer satisfaction index to maximize its effect on customer retention and reservation prices. There have been many articles in scientific journals showing a positive effect from ACSI on stock returns, earnings, revenue, and cash flows, and a negative effect on direct cos...

The Conference Board Employment Trends Index™ (ETI) Increased in April

2021-05-10 14:00:00  |  employment 

... ...

Demand for Second Homes Is More Than Double Pre-Pandemic Levels

2021-05-10 12:00:01  |  real estate 

...  report, including charts with metro-level data, please visit: https://www.redfin.com/news/second-home-demand-doubles Source: Redfin...

TD Ameritrade Investor Movement Index Trends Slightly Lower in April

2021-05-10 12:00:01  |  investing 

... hed historical peaks and bought names they believe will do well in the reopening trade,” said JJ Kinahan, chief market strategist, TD Ameritrade. “While data has been looking positive, we still have some lingering concerns including inflation. The question remains if the recent flow of positive earnings reports will give us another ‘leg up’ in the market or if inflation or other concerns will end this quiet period and lead to increased volatility.” Equity markets continued their upward trend during the period, with all three major equity indices hitting all-time highs. The S&P...

Retail Sales Jump 23%

2021-05-06  |  retail spending 

... ent-card-issuer data. Mastercard SpendingPulse defines: U.S. retail sales: As sales at retailers and food services merchants of all sizes. Sales activity within the services sector (for example, travel services such as airlines and lodging) are not included. Restaurants: All full-service restaurants and limited-service eating places Full-Service: Fine Dining (high-end steakhouses, seafood, and other restaurants), Casual Dining (mid-priced casual dining establishments), Family Dining (budget-priced family oriented establishments) Limited-Service: Quick service (traditio...

Significant Jump in Concern by Wealthiest Americans Over Proposed Tax Hikes

2021-04-28 12:25:14  |  affluent economy 

... ering moving their residence to states with low-or-no income taxes. The report, which is the only continual survey that has tracked the $25MM+ investment sector since 2007, fielded data from those with over $25 million in Net Worth, not including the value of their primary residence (NIPR). “In the current environment with public sentiment in favor of massive tax increases to finance a progressive agenda, wealthy households will be relying more than ever on their advisors to help them maintain their financial position,” said George Walper, CEO of Spectrem Group. “As a growing numb...

Financial Anxiety and Stress Common Even Before the Pandemic

2021-04-28 12:00:20  |  financial wellness pandemic 

... ation used data from the foundation’s 2018 National Financial Capability Study, as well as focus groups conducted in December 2020, to examine the prevalence of financial anxiety and stress among adults in the U.S. and the factors that likely contribute to higher levels. They also looked at the long-term consequences of these feelings. “Our research offers important findings on the newly explored topic of financial stress and anxiety. Alarmingly, we find that even prior to the pandemic, more than half of American adults were experiencing financial anxiety,” Annamaria Lusardi, Ph.D., a...

Top U.S. Metros For Digital Nomads

2021-04-28 12:00:10  |  workplace 

... hers. Yelp identified the places that were strongest in business categories associated with large relative growth during the pandemic, and Zillow pageview data was incorporated to suggest demand for a particular metro. A recent Zillow survey finds more than 1 in 10 Americans (11%) say they have already moved in the past year. Yelp's recent Economic Average report found that the pandemic housing frenzy has continued through the first quarter of 2021, with consumer interest in real estate agents up more than 90% from a year ago in every state. Consumer interest for junk removal services mor...

Job Hopping Declines During Pandemic

2021-04-28 12:00:00  |  employment pandemic 

...  "The significance of this data is a pre- and post-pandemic assessment of the labor market, from March 2020 compared to one year later in March 2021," said Nela Richardson, chief economist, ADP. "Our data shows a decline in job switching, pointing to the pandemic's effect on worker sentiment of the job market. This decline in job switching shows workers staying put, perhaps apprehensive to make the switch or rather, embracing existing job opportunities brought on by the pandemic such as promotions and additional responsibilities, likely another reason to hold their current job. As the workforc...

Home Prices Jump 12 Percent Through February

2021-04-27 10:12:22  |  economy housing 

... rs. Alternatively, there may have been a secular change in preferences, leading to a permanent shift in the demand curve for housing. Future data will be required to analyze this question. "Phoenix's 17.4% increase led all cities for the 21st consecutive month, with San Diego (+17.0%) and Seattle (+15.4%) close behind. Although prices were strongest in the West (+13.0%) and Southwest (+12.9%), every region logged double-digit gains." Source: S&P CoreLogic Case-Shiller...

Younger Americans Bearing the Brunt of Pandemic Financial Stress

2021-04-27 09:18:30  |  pandemic demographics 

... being, including more than half (53%) say the negative impact has been major or moderate. Source: AICPA...

RV Shipments Reach All-Time High in First Quarter of 2021

2021-04-26 12:00:14  |  travel 

...  to get outdoors.” Source: RV Industry Association...

Home Listing Shortage May Be Turning Around

2021-04-23 12:00:04  |  housing 

... -8.3%), San Jose (-7.4%), Boston (-5.2%) and Seattle (-5.0%). But all have improved at least a full percentage point since February, showing lost activity may be returning. Source: Zillow...

Two-Thirds of Americans Planning Summer Vacations

2021-04-20 12:00:05  |  travel 

... ...

COVID-19 Reshaping Media Landscape

2021-04-19 12:00:00  |  demographics media 

... onsumer segments and media. Some people welcome ads as a way to get more content while managing costs, building their own set of go-to services; others will do whatever they can to avoid advertising. Forty percent of U.S. consumers note that they would prefer to pay $12 a month for a streaming video service with no ads, versus 60% of consumers who would accept some ads for a reduction in monthly subscription costs. Forty-five percent of consumers agreed they would rather pay than have ads on their music streaming service. For Millennials, 67% say they would rather pay. For those that sub...

March Was the Hottest Month in Housing History

2021-04-15 12:00:05  |  housing 

... ...

U.S. Foreclosure Activity Continues To Increase Despite Government Moratorium

2021-04-15 12:00:00  |  housing real estate 

... 2020. Lenders completed the foreclosure process on 1,576 U.S. properties in March 2021, up 2 percent from the previous month but down 83 percent from March 2020. Source: ATTOM Data Solutions...

Gucci Remains Top Luxury Brand Online

2021-04-14 12:02:02  |  consumers luxury 

... usiness leaders and affluent consumers. The magazine reports on the digital transformation of the luxury industry with smart and sophisticated stories. Luxe Digital's goal is to inspire and empower its readers with clarity and depth of understanding. Source: Luxe Digital...

Millennials Emerging In The Investment Landscape

2021-04-14 12:00:01  |  demographics investing 

... ...

Global Consumer Confidence Hits Record High

2021-04-14  |  consumers global 

... greatly affect the timing of their recoveries and boosts in consumer confidence. (For 2020 Q4 indexes, results exclude China due to data collection constraints.) "The lightening of consumer moods globally bodes well for spending throughout the remainder of the year as economies continue to emerge from the 2020 pandemic-induced economic downturn and work toward arresting the spread of the virus," said Dana Peterson, Chief Economist of The Conference Board. "Nonetheless, the global economic recovery – and, consequently, consumer sentiment – is likely to continue to vary notab...

Bullish Sentiment Hits Pre-Pandemic Levels

2021-04-13 12:00:01  |  investing pandemic 

...  Communication services 21% 24% Consumer discretionary 20% 15% Utilities 19% 20% Materials 19% 15% ...

Business Ownership Declines For Older Americans

2021-04-09 14:00:00  |  entrepreneurship 

... om the AARP’s Supporting Small Business Owners 50+ report and draws on data sources including the Census’ Current Population Survey, the Federal Reserve’s Survey of Consumer Finances, and Federal Reserve Banks’ 2020 Small Business Credit Survey, which was fielded in the third and fourth quarter of 2020. Among the key findings among business owners 45 and older: Ninety percent of Asian owners, 85% of Black owners, 81% of Hispanic owners, and 77% of white owners reported a revenue decline in 2020. Among Asian owners, 77% characterized their financial condition as fair or p...

Remote Work Puts Geographic Pay Policies In The Spotlight

2021-04-09 12:00:00  |  workplace employment 

... quot; MethodologySurvey data was collected over seven days ending 2/18/21. 1,566 responses (1,063 organizations; 503 employees) were received, representing organizations of different sizes and across multiple industries/geographies. Source: WorldatWork...

Work From Home Drives Employee Happiness

2021-04-08 12:00:00  |  pandemic workplace 

... rs preferred either a flexible 2-3 days a week or an "at-will" hybrid model. Additionally, data reveals parents and working females preferred working from home at higher rates, as it allows for more time with family and flexibility with childcare. Women are enjoying working from home more than men; 65% of respondents who preferred a permanent five-day work from home model were female. The survey found that 35% of senior managers enjoyed "flexibility with family time" as the best benefit to working from home, compared to 42% of individual contributors who felt that eliminating the com...

Aspiring Business Owners Increasingly Confident

2021-04-08 12:00:00  |  small business 

... ...

Remote Work Continues to Drive Record Demand for Second Homes

2021-04-08  |  pandemic housing 

...  straight month of 10%-plus year-over-year growth. For homes in non-seasonal towns, the median sale price rose 16% to $370,000. For this analysis, a seasonal town is defined as an area where more than 30% of housing is used for seasonal or recreational purposes. While home prices are up significantly almost everywhere in the country, the fact that they're up more in seasonal towns is an indication that out-of-towners and second-home buyers are impacting those markets, pushing prices up for locals. To read the full report, including charts, please visit: https://www.redfin.com/news/second...

Sun Belt Tops Moving Destinations

2021-04-06  |  housing 

... op reasons homeowners have not listed their home for sale during the pandemic. The COVID-19 vaccine is likely to change that and prompt many more people to move. Zillow data finds a large majority of homeowners (70%) say they would be mostly or completely comfortable moving to a new home when there is widespread vaccine distribution. More than 1 in 10 Americans (11%) have already moved during the pandemic, according to a new survey from Zillow conducted online by the Harris Poll. Among those recent movers, three quarters (75%) say they moved for positive reasons, such as being closer to fam...

Many Americans Still Lack Critical Financial Knowledge

2021-04-05 12:00:05  |  consumers 

... a direct link between financial literacy and financial well-being, and demonstrates how knowledge can help better position Americans against adverse economic conditions," said Annamaria Lusardi, University Professor and Academic Director of GFLEC. "Just as we need to address institutional barriers, we must also break down barriers to financial well-being as part of the recovery path from COVID-19, and that includes greater access to financial literacy."The P-Fin Index is unique in its capacity to produce a robust measure of overall personal finance knowledge as well as an analys...

Investors Lack Resources To Save For Retirement

2021-04-01 15:00:00  |  retirement investing 

... ...

Homeownership Remains Affordable For Average Workers Despite Price Spikes

2021-04-01 12:00:01  |  housing real estate 

... ...

Pelotons and Penny-Pinching

2021-03-31 14:00:00  |  pandemic spending 

... . Black, Latino, lower-paid, and less-educated workers bore the brunt of lost jobs and wages. In January 2021, over 40% of consumers in each of these demographics reported having difficulty meeting regular household expenses. Nearly 1 in 5 grocery shoppers in a national survey last September reported buying more private-label goods to stretch their dollars during the pandemic. As in previous downturns, this change in spending patterns may be slow to reverse, with many likely to stick to cheaper products and sales channels over name brands even after their finances recover. Consumers' foc...

89% of People Expect Their Jobs to Be Partly Remote After Pandemic Ends

2021-03-31 12:00:00  |  workplace 

...  the firm and throughout all levels of the client organization, fueled by the goal of helping our clients thrive and enabling them to make the world a better place. About The NetworkThe Network is a global alliance of more than 60 leading recruitment websites, committed to finding the best talent in over 130 countries. Founded in 2002, The Network has become the global leader in online recruitment, serving more than 2,000 global corporations. We offer these corporations a single point of contact in their home countries, and allow them to work in a single currency and with a single contract—...

Private Sector Employment Increased by 517,000 Jobs in March

2021-03-31  |  employment 

... ...

2021 Will Be The Year Of Camping

2021-03-30 15:00:18  |  pandemic recreation 

... ted and happy to have a place to bring their RV." The survey results mirror data released by RVIA showing record RV sales and confirm that more people are buying and planning to use their RVs to go camping in 2021. The surge in campers is causing the old fashioned camping industry to improve with the times. Companies like CampgroundViews.com are bringing a new generation of technology to help campers enjoy their trips."The timing is perfect as we release campground virtual tours and allow campers to see the roads and sites while being able to click and book specific campsites," added Mr. Koep...

Young Adults Low In Financial Literacy

2021-03-30 12:00:03  |  financial literacy 

... lities to make qualified financial decisions. SOURCE National Financial Educators Council...

Black and African American Investors Signal Brighter Outlook Ahead

2021-03-30 12:00:02  |  economy demographics 

... ...

Personal Income Drops In February

2021-03-26  |  economy 

... nited States. The full economic effects of the COVID-19 pandemic cannot be quantified in the personal income and outlays estimate because the impacts are generally embedded in source data and cannot be separately identified. For more information, see “Effects of Selected Federal Pandemic Response Programs on Personal Income.”   2020 2021 Oct. Nov. Dec. Jan. Feb. Percent change from preceding month Personal income:        Current dollars -0.7 -1.2 0.5 10.1 -7.1 ...

Survey Reveals Drastic Shift in Homeowner Behavior One Year Into the Pandemic

2021-03-24 09:43:31  |  pandemic housing 

... ...

Cash Trumps Bids in Home Buying

2021-03-22 09:08:19  |  housing real estate 

... he buyer conducted an inspection before making an offer) had no significant impact on whether a prospective buyer wins a bidding war, according to Redfin data. Although the data shows that waiving the inspection contingency and including an escalation clause don't up buyers' chances of winning a bidding war, that's likely because those strategies are so common in a competitive market. Many buyers waive the inspection contingency and include an escalation clause when they know a home will receive multiple offers, so neither strategy ups one buyer's chances over that of a competitor. Red...

Home Prices Post 17% Annual Gain, Largest in at Least 5 Years

2021-03-19 12:00:00  |  housing real estate 

...  SOURCE Redfin...

Home Flipping Sales And Profit Margins Both Decline Across U.S. In 2020

2021-03-18 14:00:00  |  real estate 

... ...

Tax Credit Could Cover Entire Down Payment For Homes in 40 of the 50 Largest U.S Metros

2021-03-16 14:00:00  |  housing 

... ...

Retirees Reduce Spending As They Age

2021-03-16  |  retirement 

... st interviewed in 2001, following the same group of retirees from 2001-2015. T. Rowe Price's final analysis sample consisted of 1,470 households. All spending and income numbers were inflation adjusted using the consumer price index and presented in 2019 dollars. Source: T. Rowe Price...

Millennial and Gen Z Workers Are Struggling Most During the Pandemic

2021-03-12 14:00:04  |  demographics health 

... mers and 35% of Gen Xers. Serious mental illness jumped from 10% to 16% of Millennials since the pandemic began, compared to a 3% increase in Gen X workers and a 1% increase in Boomers. The latest data comes in an effort to understand the state of workplace behavioral health since the start of the COVID-19 pandemic. The Standard and Versta Research conducted the 2020 Behavioral Health Impact Update to complement the original 2019 Behavioral Health Impact Study, released prior to the coronavirus outbreak. Data from the 2020 study shows Millennial and Gen Z workers are more likely to miss wor...

Use Of Digital Banking And Fintech Apps On The Rise

2021-03-10  |  pandemic fintech 

... examined a range of themes in relation to experiences in online banking, financial technology and data security and privacy in a post-COVID world. Additional findings focused on online shopping were released in January. To view best practices on how to stay safe while banking online or using financial technology, visit https://www.welivesecurity.com/2020/06/12/fbi-warns-scam-apps-move-to-mobile-banking/. Source: ESET...

Houses Driving Renewed Buyer Interest in Cities

2021-03-04  |  housing real estate 

... the first time since March 2020 that home-price growth in urban areas has surpassed that of suburban and rural places. While suburban and rural homes are still hot, housing market data is illustrating renewed homebuyer interest in urban areas as coronavirus vaccines deliver hope for a return to an urban lifestyle. Price growth in urban areas is near a record high, while rural price growth reached a peak of 17.9% in October and has declined since then. Homebuyer interest in rural areas spiked at the beginning of the pandemic in April when city life ground to an abrupt halt and remote wor...

The Real Estate Market Continues to Tighten

2021-02-26  |  real estate 

... ket, well above the 44% rate during the same period a year ago. This is another new all-time high for this measure since at least 2012 (as far back as Redfin's data for this measure goes). During the week ending February 21, 57% of homes sold in two weeks or less. 43% of homes that went under contract had an accepted offer within one week of hitting the market, up from 30% during the same period a year earlier. This is also an all-time high for this measure. During the week ending February 21, 44% sold in one week or less. The average sale-to-list price ratio, which measures how close home...

Boomers Have Different Expectations of International E-Commerce Than Younger Consumers

2021-02-26  |  retail global 

... ns when shopping online internationally, baby boomers tend to look for fundamental best practices like the use of local language and currency and clear refund policies. “Our data show that baby boomers are participating in international e-commerce more than ever, but that they value different aspects of the cross-border shopping experience than their younger counterparts do,” said Tommy Kelly, CEO of ESW. “Shoppers in the 57–75 age group naturally gravitate to online marketplaces, so retailers and brands seeking to reach them directly need to make sure their cross-border shoppin...

Will Real Estate Commissions Fall?

2021-02-25  |  housing 

... ...

Consumers Split On Proactive Advice From Their Financial Institutions

2021-02-23 15:00:00  |  advice banking 

... tivated to let go of their reservations around privacy and security in exchange for managing their individual spending budget and getting online individual advice to save money. For example, customers said they would: 41% share online retail purchases 37% share geo location details 36% share airline programs information 36% share credit card information Source: NTT DATA...

Young Adults and Adults Over 75 Most Vulnerable to Fraud Attacks

2021-02-23  |  fraud cyber 

... d. "Uniting the best digital identity intelligence with physical identity solutions and behavioral biometrics intelligence can be the gamechanger that organizations need to lessen the unpredictable tides of fraud. "Digital identity intelligence in particular is crucial for businesses to understand the behavior, transaction history and device intelligence of each identity entering their environment. When we can crowdsource real time intelligence across global digital businesses, it offers an unparalleled view of trust and risk. This creates a low-friction online experience because bu...

Auto Insurance Shopping Activity Grew in Fourth Quarter

2021-02-23  |  insurance automotive 

... the year, 2020 ended relatively strong. The year concluded with an annual shop rate of 41%, which, while consistent with each quarter in 2020, is the highest since the company began collecting the data. Shopping activity is hot, but conversion appears tricky The auto insurance shopping quarterly growth rate averaged 4.7% in Q4, ending the year relatively high at 10.9%. New business growth also increased from the end of the previous quarter to 3.9%, yet the year-over-year growth rate for the quarter was 0.6%, lagging behind shopping activity. "Considering all the events that shap...

Self-Directed Investors Changed Their Strategy As A Result Of Covid

2021-02-22 14:00:00  |  investing demographics 

... t data (61%) and commission-free trades (60%). 39% identified customer support by phone as the most essential feature, 38% want a free mobile trading app, and 35% are looking for advanced trading features, such as charting and stock screeners. A free mobile trading app is essential for more than half of investors 40 and under (52%) vs. fewer than 1 in 3 (31%) investors older than 40. Source: TradeZero America...

A Record 52% of Homes Under Contract Within 2 Weeks

2021-02-12 12:30:30  |  real estate pandemic 

... o weeks on the market, well above the 43% rate during the same period a year ago. This is the first time the four-week average has surpassed 50% since at least 2012 (as far back as Redfin's data for this measure goes). During the week ending February 7, the rate was 57%. "There is a serious lack of new listings, and although prices are through the roof, homeowners are reluctant to sell, because it's so hard to buy again unless you are moving to a less expensive area where you can afford to outbid other buyers," said Redfin chief economist Daryl Fairweather. "Sellers who are concerned about ...

2021 Housing Market Shaping Up to be Even Hotter than 2020

2021-02-03 09:30:30  |  housing economy 

... w levels. The average home spent just 34 days on the market before selling—20 days less than the same time a year ago and also a record low for this time of year as far back as our data for this measure goes. "There will continue to be a lack of new listings in early 2021," said Redfin chief economist Daryl Fairweather. "But rock-bottom mortgage rates will have buyers eager to purchase the few listings that do hit the market. So I expect bidding wars, fast sales and double-digit price growth to continue. We are at a point in the pandemic where would-be sellers are expecting to be vaccinat...

Private Sector Employment Increased by 174,000 Jobs in January

2021-02-03 01:22:28  |  economy employment 

... uced by the ADP Research Institute® in collaboration with Moody's Analytics. The report, which is derived from ADP's actual payroll data, measures the change in total nonfarm private employment each month on a seasonally-adjusted basis. Total U.S. Nonfarm Private Employment: 174,000By Company Size - Small businesses: 51,000 1-19 employees 26,000 20-49 employees 25,000 - Medium businesses: 84,000 50-499 employees 84,000 - Large businesses: 39,000 500-999 employees 28,000 1,000+ employees 11,000 By Sector- Goods-producing: 19,000 Natural ...

Digital Banking Grows During Covid-19

2021-02-01 09:22:18  |  banking digital 

... ead of regulations, which will make consumer data portable and thus encourage competition. The UK, which has one of the most competitive banking markets in the world, has the highest defection rate of the 11 countries surveyed. As consumer-friendly, "open-banking" types of regulation take hold in more countries, competition in those markets could intensify as well. "We saw that while some respondents actively search for product options, others respond to ads, with 29 percent of those who defected receiving a direct offer from a competing bank. Of the latter group, 78 percent said they would...

Home Seller Profits Soar In 2020

2021-01-28  |  housing 

...  made with FHA loans again were in Texas. They were led by McAllen, TX (31.5 percent of sales); El Paso, TX (26.6 percent); Beaumont, TX (26.6 percent); Amarillo, TX (24.9 percent); and Visalia, CA (24.7 percent). Source: ATTOM Data Solutions...

More Consumers Willing to Share Lifestyle Data for Behavior-Based Insurance Premiums

2021-01-26 14:00:00  |  insurance 

...  provide their customers with flexible, personalized insurance offerings based on behavior, but they’ll need to be transparent and responsible with their customers’ data for these partnerships to succeed. To earn consumers’ trust, insurers will need to show that their customers’ well-being is at the core of their business.” As insurance becomes more digitized, human advisors can help restore trust The report also finds that insurers will need to re-evaluate the role of human workers, particularly as COVID-19 has drastically accelerated the industry’s adoption of digital insur...

Rewarding Card Spending with Stock Ownership Drives Greater Lifetime Value

2021-01-26 12:02:00  |  credit stock ownership 

... ate an ownership economy through fractional stock rewards, released data from their two-year pilot study that shows the impact stock rewards for credit card spending can have on user behavior. The data indicates an owner drives 33% more lifetime value than a customer does. The Bumped pilot ran for two years and rewarded over 13,000 US consumers in fractional stock rewards when they spent at more than 80 brands. Once rewarded in stock by a brand, the average Bumped user showed a 43 percent increase in monthly spending, with a 1.5x increase in monthly visits to brands that rewarded them in st...

Black Americans at a Disadvantage in Financial Services

2021-01-26  |  credit 

... itionally, 92 percent of this group reported having a positive or neutral experience with their credit. "While the credit system was created to be blind, this data shows that Black and Hispanic Americans are being unfairly shut out of the system," said Jay Moon, General Manager of Credit at Credit Sesame. "We've seen that the cost of poor credit is much more than financial, impacting everything from mental health to relationships. It's unacceptable that this is affecting the lives of some more than others." The credit score itself is only part of the story—many feel like they are inher...

Online Car-buying Drives Consumer Satisfaction

2021-01-25 09:21:00  |  transportation automation 

... opping experience reached 72%, up from 60% in 2019. The average vehicle buyer now visits only 2 dealerships in the vehicle buying process, down from 2.7 in 2016. "According to our data, car buyers have never been happier," notes Cox Automotive Vice President of Research & Market Intelligence Isabelle Helms. "Consumers have long asked for a process that is more efficient and requires less time at the dealership. With more steps moving online, that's exactly what they are getting. And it is not just consumers who are benefitting. Dealers, too, are seeing the advantages of a more efficient, st...

In-Home Data Usage Surges Throughout Pandemic

2021-01-22 12:00:00  |  data pandemic 

...  data in very similar ways to how they did in 2019. Throughout the COVID-19 pandemic, consumers had adapted to a modified way of life. As lockdowns had eased, data consumption growth appears to have begun to slow in comparison to the peak months in early 2020. Comscore will continue to monitor these changing consumption habits on its Coronavirus Insights Hub. To learn more about how Comscore can provide you with custom insights, contact us today. Source: Comscore...

One-Fourth of U.S. Households Plan To Cut Cable In 2021

2021-01-14 20:00:00  |  spending entertainment 

... eholds are cutting the cord on their cable subscriptions more rapidly than previously reported, according to the second Future of TV survey of more than 2,100 U.S. consumers by The Trade Desk. The data shows 27 percent of U.S. cable TV subscribers are planning to cut their subscriptions by the end of 2021. That percentage is nearly double the 15 percent of cable subscribers who reported cutting the cord in 2020, and significantly higher than the approximate 3 percent annual decline reported by eMarketer prior to 2020. The COVID-19 pandemic has accelerated consumer behaviors and trends that ...

Foreclosures Drop to 16 Year Low

2021-01-14  |  housing foreclosures 

... istorically low levels of foreclosure activity," Sharga said. "The good news is that the government and mortgage industry succeeded in working together to prevent unnecessary foreclosures; the question remains how many homeowners whose finances have been affected by the pandemic will ultimately default on their loans, and whether the strength of the housing market will help cushion the fallout." States that saw declines in foreclosure starts from last year included Oregon (down 79 percent); Kansas (down 77 percent); Arkansas (down 77 percent); Nevada (down 71 percent); and Massachusetts (down...

Consumers Expect Higher Medium Term Inflation and Home Price Growth

2021-01-13 14:00:00  |  consumer expectations housing inflation 

... ith a different set of respondents in each wave, our panel allows us to observe the changes in expectations and behavior of the same individuals over time. Source: Federal Reserve Bank of New York...

Global Consumer Confidence Improved in Fourth Quarter

2021-01-13  |  global confidence 

... simistic than optimistic globally. Fifty of 67 markets saw a rise in confidence in Q4 as economic activity resumed and vaccine development advanced quickly. (Q4 indexes exclude China due to data collection restraints.) “While the vaccine sets the stage for a global economic recovery,” said Dana Peterson, Chief Economist of The Conference Board, “the timing of that revival and the pickup in consumer confidence—whether in 2021 or beyond—will vary markedly between advanced and emerging economies depending on the degree of access to vaccines.” Elizabeth Crofoot, Senior Economist at T...

Majority of Americans Plan to Spend Stimulus Check on Household Bills

2021-01-08 12:05:00  |  spending 

... ile 90% of consumers believe the funds will help their financial health in the new year, recently released data from doxo’s 2020 US Bill Pay Market Size & Category Breakout report revealed how much consumers pay per bill each month, suggesting that the $600 checks won’t last very long. Key findings from the $600 Stimulus Check Impact Report include: While more than half of all Americans believe they will receive a stimulus check, many are unsure: 53% believe that they will receive one37% don’t know if they will receive one10% don’t think they will receive one ...

Consumer Confidence in Housing Falls Again as COVID-19 Pandemic Surges

2021-01-08  |  housing 

... o Sell: The percentage of respondents who say it is a good time to sell a home decreased from 59% to 50%, while the percentage who say it's a bad time to sell increased from 33% to 42%. As a result, the net share of those who say it is a good time to sell decreased 18 percentage points month over month. Home Price Expectations: The percentage of respondents who say home prices will go up in the next 12 months remained the same at 41%, while the percentage who say home prices will go down increased from 13% to 16%. The share who think home prices will stay the same decreased from 35% to 34%. ...

Lack of Financial Knowledge Cost Americans $415 Billion in 2020

2021-01-07 12:00:00  |  financial literacy 

... rveys. The total cost for the adult population in 2019 (240 million) was $309 billion. The 2020 data accounted for a population increase of 14 million more adults. If the 2019 population data were used today, it would show an increased cost of adult Americans $85 billion more than last year. Even more concerning was the finding that 21.6% of survey respondents said they had lost more than $2,500 in 2020 because of lacking personal finance knowledge; and 40.4% reported losing more than $500 due to this knowledge gap. This figure was calculated by averaging the total number of respondents ...

Number of Homes for Sale Hits an All-Time Low

2021-01-07  |  housing 

... nths as buyers remain relatively active, but a surge of new COVID cases may slow the number of sellers entering the market. Newly listed properties have shown mixed trends. While December's data points to possible relief on the horizon, this figure has been impacted the most in areas with large COVID surges, and consistent improvement will be key in order to get out of this extreme shortage. We eventually expect to see improvements in the supply of homes for sale, especially in the second half of the year. Until then, finding a home will continue to be a top challenge for buyers across all pri...

Ownership More Affordable Than Renting In Nearly Two Thirds Of U.S. Housing Markets

2021-01-07  |  housing interest rates 

... are Spokane County, (WA); Morris County, NJ (outside New York City); Polk County (Des Moines), IA; Richmond County (Staten Island), NY and Tulare County (Visalia), CA. Source: ATTOM Data Solutions...

Private Sector Employment Decreased by 123,000 Jobs in December

2021-01-06  |  employment small business 

... er ADP National Employment Report®. The report, which is derived from ADP's actual payroll data, measures the change in total nonfarm private employment each month on a seasonally-adjusted basis. Job losses were concentrated in large businesses with 1,000+ employees which lost an estimated 169,000 employees. Businesses with fewer than 1,000 employees generally reported positiive gains in employment, with gains of 22,000 in businesses with 500-999 employees, and gains of 37,000 jobs in medium sized businesses of 50-499 employees. Small businesses continued to suffer job losses, with a...

Millennials Rush to Refinance as Interest Rates Hit Record Lows

2021-01-06  |  housing mortgages millennials 

... ghth consecutive month down to 2.97% – the lowest point since Ellie Mae began tracking the data in January 2016. Source: Ellie Mae...

Home Value Disparities Between Races Shrinking

2021-01-05  |  housing demographics 

... higher than the typical U.S. home. While inequity in home values continues to persist, the data show them steadily, albeit slowly, converging. Since homeownership is the single largest driver of wealth for many households, the value and appreciation of a home is extremely impactful for families. Before the Great Recession, the gap between Black-owned home values and all home values was about 15%, but grew to 20% by March 2014. Similarly, Latinx-owned homes saw the largest home value gap in May 2012 at 14% -- 2 percentage points larger than before the housing bubble. Now, nearly a decad...

Consumers Opting for Larger Vehicles During Pandemic

2021-01-05  |  spending automotive 

... s that they want." Edmunds analysts note that some of the trends in the new car market continue to trickle down to financed used vehicle purchases as well. Although Edmunds data shows that the average down payment for a used vehicle slightly decreased in Q4 compared to Q3, it still represented a more than 22% increase year-over-year compared to Q4 of 2019. The average amount financed and average monthly payment also saw quarterly and yearly increases. "We're seeing more consumers who typically would fit the bill as new-car shoppers turning their focus on the used car market thanks to a g...

2020 Bankruptcy Filings Lowest in 35 years

2021-01-05  |  bankruptcy 

... the overall strength of a market where unemployment continues to ravage the country. “We expect this category to grow substantially in the second-half of 2021,” says Kruse. ...

Health of largest U.S. corporate pension plans showed no improvement in 2020

2021-01-04 09:32:54  |  pensions retirement 

... ents in equities and bonds. This is according to an analysis by Willis Towers Watson, a leading global advisory, broking and solutions company. Willis Towers Watson examined pension plan data for 366 Fortune 1000 companies that sponsor U.S. defined benefit pension plans and have a December fiscal-year-end date. Results indicate that the aggregate pension funded status is estimated to be 87% at the end of 2020, unchanged from 87% at the end of 2019. The analysis also found the pension deficit is projected to be $233 billion at the end of 2020, slightly higher than the $230 billion deficit at...

Lemonade Ends Year With Over One Million Active Customers

2020-12-31  |  insurance fintech insurtech 

... air. At Lemonade, one million customers translates into billions of data points, which feed our AI at an ever-growing speed. Quantity generates quality.” Lemonade's In Force Premium (IFP), defined as the aggregate annualized premium for customers as of the period end date, increased by 99% to $188.9 million at the end of the third quarter of 2020 compared to the third quarter of the prior year. The firm attributed this increase to a 67% increase in the number of customers, as well as a 19% increase in premium per customer. Premium per customer, defined as in force premium divided by n...

Homeownership Increasingly Unaffordable in U.S.

2020-12-31  |  housing 

...  taxes and insurance. That required income is more than the $64,447 average wage nationwide based on the most recent average weekly wage data available from the Bureau of Labor Statistics, making a median-priced home nationwide unaffordable for an average household with two wage earners. Source: ATTOM Data Solutions press release ...

Retirement Savers Challenged by Global Pandemic

2020-12-30  |  retirement workplace pandemic 

... s sustainability, or environmental, social and governance (ESG), issues. "The data show that ESG is important to participants, and we believe that sponsors should help them understand how sustainability is addressed in the plan menu," concluded Barry. "While ESG factors and issues can change over time, we believe plan providers should consider investment managers who integrate sustainability into their long-term investment process across their portfolios." Source: MFS Press Release ...

Annual Home Price Gains Remained Strong In October

2020-12-29  |  housing real estate 

... Northeast (up 7.7% and 7.9% respectively) performed creditably well." More than 27 years of history are available for these data series, and can be accessed in full by going to https://www.spglobal.com/spdji/. Source: prnewswire.com...

Consumer Confidence Declines Again in December

2020-12-22  |  consumer confidence employment 

... Source: December 2020 Consumer Confidence Survey® The Conference Board / Release #8001 ...

Credit Access Survey Shows Plunge in Credit Demand and Access

2020-12-21  |  credit cards mortgages borrowing 

... e Board’s Loan Officer Opinion Survey on Bank Lending Practices, revealing a tightening of lending standards on consumer loans. The share of respondents who were too discouraged to apply for credit over the past 12 months (despite needing it) increased slightly, rising from 6.9% in February to 7.2% in October. The 2020 average of 7.0% was slightly above the 2019 average of 6.4%. Considering applications and rejections experienced by respondents in the 12 months preceding each survey for specific credit types (credit cards, credit card limit increases, auto loans, mortgages, and ...

Majority of Americans Prioritize Mental Health and Well-Being Over Material Possessions

2020-12-17 09:26:29  |  financial wellness retirement 

... disruption, recent industry data shows that up to 46 million Americans have depleted their emergency savings.1 The good news is Voya’s data found that more individuals are seeking to get back on track with more than six in 10 agreeing that they are better prepared for a future emergency (66%) and are saving more money to cover possible unexpected expenses (62%). Retirement Still Remains a Priority: In a year of financial uncertainly, still more than half of individuals (55%) are more focused on planning for retirement. At the same time, individuals are becoming more acutely aware of the i...

Consumers’ Spending Expectations Rise Despite Flat Income and Earning Expectations

2020-12-14  |  income spending credit 

... ctions with a different set of respondents in each wave, our panel allows us to observe the changes in expectations and behavior of the same individuals over time. Source: New York Federal Reserve...

Total Household Debt Increased in Q3 2020

2020-11-17 09:26:29  |  debt mortgages 

... owing the $76 billion decline in 2020Q2, the steepest decline in card balances in the history of the data (since 1999). The decline in card balances reflects continued weak consumer spending amidst the COVID-19 pandemic, as well as households paying down existing credit card debt. Auto and student loan balances both increased slightly in the third quarter, by $17 billion and $9 billion, respectively. Auto loan originations, which includes both loans and leases, reached a series high in Q3. In total, non-housing balances (including credit card, auto loan, student loan, and other debts) saw a...

Consumer Expectations about Household Finances Weaken

2020-11-09  |  inflation financial situation 

... t of a college education declined from 5.2% to 4.9% in October. Median expectations for the cost of rent and medical care both increased from 5.4% and 6.8% to 5.7% and 9.1% in October, respectively. ...

Older Women Face a Financially Uncertain Future

2020-08-25 09:26:29  |  women retirement 

... w.gao.gov/assets/710/708121.pdf...

Plurality of Voters See No Difference Between Candidates as Best For Personal Finances

2020-08-24 09:26:29  |  politics 

...  Biden as the Best Candidate for the Economy, with 70% making this choice. For more information: https://data.sca.isr.umich.edu/fetchdoc.php?docid=65838 ...

Retirement Savers Stay The Course

2020-08-20 09:26:29  |  retirement 

... rcent in the first half of 2019, and 4.6 percent in the first half of 2009 (another time of financial stress). “These data reflect the long-term mindset of retirement savers,” said Sarah Holden, ICI senior director of retirement and investor research. “We see a slight increase in withdrawal activity following the onset of economic volatility and hardship, but the increase is much smaller than you might expect, given the severity of the COVID-19 economic downturn. These assets represent a pot of money that savers have earmarked for retirement and they have consistently demonstrated tha...

Total Household Debt Declines For First Time Since 2014

2020-08-06  |  debt mortgages 

... andemic and related social distancing orders, credit card balances fell sharply by $76 billion in the second quarter. This was the steepest decline in card balances seen in the history of the data. Auto and student loan balances were roughly flat in the second quarter. In total, non-housing balances (including credit card, auto loan, student loan, and other debts) saw the largest drop in the history of this report, with an $86 billion decline. Mortgage balances—the largest component of household debt—rose by $63 billion in the second quarter to $9.78 trillion. Mortgage originations, whi...


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