The annual New Year’s Resolution Survey was released recently by Allianz Life. The results were as expected. Stress and anxiety regarding personal finances top the list of individual investor concerns.
One surprise in the survey results revealed that more individual investors were willing to seek out professional help with their finances. Nearly one in three of those surveyed claimed they would be more likely to seek advice from a financial professional in 2017.
Individual company 401(k) retirement plan accounts are an area of investment advice need in 2017.
Ric Lager
Lager & Company, Inc.
