Schwab Modern Wealth Survey 2024
Survey shows increasing financial confidence from generation to generation and younger Americans investing at an earlier age
Key Findings
- More than 60% of Americans feel they are in a better position to achieve their financial goals than the generations that came before them.
- Nearly three in five Americans are investing today. Investing participation is higher among older generations, but younger generations are beginning to invest sooner.
- Just 36% of Americans have a written financial plan. Among those who do, nearly all (96%) say they feel confident that they will reach their financial goals.
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