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Two new reports on how COVID-19 is impacting saving, investing and advice

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Order Report - Two new reports on how COVID-19 is impacting saving, investing and advice: Sign up for a guest pass now

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By submitting this form, I certify that I am authorized to make this purchase on behalf of my company (“Customer”) and that Customer agrees to the following terms. Hearts & Wallets grants Customer a limited, non-exclusive, non-assignable license to use the Hearts & Wallets’ report for Customer’s private, internal use only. Customer shall not use any portion of the report for external use. Customer shall not share the report with any third-party, shall not permit other persons to use the report, shall not create derivative works based upon the report, and shall not sell, lease, or otherwise transfer rights to the report. Any such forbidden use shall immediately terminate Customer’s license to the report. All title, ownership, rights, and intellectual property rights in the report shall at all times remain vested in Hearts & Wallets. Customer does not receive any ownership rights or intellectual property rights in the report. Upon receipt of this report, Customer accepts the report and agrees to pay the amount specified.
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Report Overview

Our special tracking series examines the impacts of the COVID-19 crisis on U.S. consumer finances, attitudes and behaviors. Our latest report, Helping Consumers Navigate Diverse Situations as COVID-19 Evolves: Responses to Uncertainty, Job Loss and Need for Cash analyzes the pandemic’s impact on health, work, saving investing and advice behaviors. This new 79-page report features 49 exhibits.

The March COVID-19 report, Impact of COVID-19 on Saving, Investing and Advice: Executive Highlights from March 25-30 Tracking Data reveals impacts by generation, asset level, and work and health status. The analysis looks at income and spending cut-backs, changes in goals and financial actions, changes to investment mix and more. This 66-page report features 46 exhibits.

These two reports are being offered for a limited time as part of a new guest program being introduced by Hearts & Wallets.

See sample pages below.

Select Key Findings

  • Over 29 million households report having 1 or more partners out of work or furloughed as of early May.
  • The goal of paying college tuition continues to decline by a 50% drop. Only 16% of parents of children 21 and younger said they had this goal in May 2020, down from 32% in mid-2019.
  • 12% of Americans said they created an emergency fund for the first time in the month of April.

About Hearts & Wallets Investor Quantitative™ COVID-19 Tracking Series

Hearts & Wallets has launched a new resource to track the impact of COVID-19 on U.S. consumer finances, attitudes and behaviors. Approved strategy and innovation executives can sign up for a three-month guest pass. Your guest pass provides access to:

  • 2 in-depth COVID-19 reports  
  • an interactive software seat for our COVID-19 tracking data supplements to the main Investor Quantitative™ (IQ) Database. 
Sign up now.

Gain insights into health, employment, income, spending, use of time, concerns, feelings, advice-seeking behaviors, financial goals, attitudes, asset allocation, and actions taken and planned. Guest users may access segmentation, data visualization and cross-tab features. Full users of our software have the ability to track trends over time and analyze how customers of specific firms are responding.

Sample Pages

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Hearts & Wallets reports and research are for internal use only. Reports, wording of survey questions, structure of fields and data points are the property of Hearts & Wallets and are protected by copyright. Access to them is provided to you for internal strategic use only, and they cannot be used outside of your company without written consent from Hearts & Wallets LLC. Please contact Client Success to add more users for internal strategic access or to inquire about flexible options for licensing content for external use.

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Reminder

Hearts & Wallets reports and research are for internal use only. Reports, wording of survey questions, structure of fields and data points are the property of Hearts & Wallets and are protected by copyright. Access to them is provided to you for internal strategic use only, and they cannot be used outside of your company without written consent from Hearts & Wallets LLC. Please contact Client Success to add more users for internal strategic access or to inquire about flexible options for licensing content for external use.

By clicking “I Agree”, you agree to our terms of use and that you have read our privacy policy.

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