Our clients at Global Atlantic recently released the results of their 2024 retirement outlook survey, with the goal of examining investors’ attitudes toward issues that could have an impact this year. We conducted this survey of 1,018 investors age 55–75 with $250K to $1M in investable assets who currently work with a financial professional.
Key findings include the following:
- Investors are seeking stability. Their top priority is creating or utilizing a retirement income plan or product that provides lifetime income.
- 96% of investors are concerned about volatility, recession or high interest.
- 69% of investors have discussed a strategy that insulates from investment loss with their financial professional.
- Only 54% believe they are adequately protected from a market downturn.
Find more insights in the study overview and see a summary of the 2023 study here.
