2023 Retirement Insights, Global Atlantic Financial Group Study

After a tumultuous 2022, how are investors feeling as we head into the second half of 2023? Our clients at Global Atlantic Financial Group recently shared their 2023 Retirement Insights Survey, which includes research we conducted with them and provides some insight into investors’ concerns, priorities and outlook.  

Key findings include the following:

  • 37% of investors were disappointed in their 2022 portfolio performance
  • 55% remain at least somewhat optimistic about 2023
  • Almost 90% are concerned about inflation
  • 52% say protection is their top priority

In tandem with these retirement insights, Global Atlantic officially launched a new campaign geared toward helping financial professionals talk to their clients about managing risk in today’s uncertain environment.

Financial professionals can find consumer-approved resources at allocationconversation.com, while consumers can access information here.

Additionally, you can visit YourThrivingPractice.com for related articles on the topic of investment stability and a new podcast series.

Interested in related insights? Last year, we shared findings from another Global Atlantic study that assessed the outlook of the next generation of retirees.