Edward Jones Survey Finds Madison-area Investors Confident in their Financial Wellness, Yet Pessimistic About Economy
MADISON, Wis., May 15, 2023 /PRNewswire/ -- Two-thirds of investors in the Madison area are confident about their level of financial knowledge (68%) and their own financial wellness (66%), according to a new survey from financial services firm Edward Jones and Morning Consult.
- MADISON, Wis., May 15, 2023 /PRNewswire/ -- Two-thirds of investors in the Madison area are confident about their level of financial knowledge (68%) and their own financial wellness (66%), according to a new survey from financial services firm Edward Jones and Morning Consult.
- The survey also revealed that more than half of investors in Madison hold a pessimistic view of the economy, with only 3% expressing they are 'very optimistic'.
- Many Madison-area investors identified saving as a priority in managing their short- and long-term financial goals, with 75% currently saving for retirement and 65% saving for emergencies.
- Also joining at the ceremony will be Jessica's brother and Stoughton-area branch Financial Advisor Phillip Knutson and their father Kent, who retired from Edward Jones after a 30-year career.