Investors Back on Track Following Lows of Great Recession

TD Ameritrade Survey Finds Recession Scars are Fading

OMAHA, Neb.--()--The immediate financial impact of the Great Recession is slowly becoming a thing of the past as investors get back on track with their long-term financial goals, according to the annual Financial Review & Outlook Survey released by TD Ameritrade Holding Corporation (NYSE:AMTD). A majority (67%) of investors surveyed said that 2013 was a good or excellent year for them financially.

Back on Track
Investors’ confidence in the markets has also improved. Consider the amount of money invested in the market since the recession. Nearly 80 percent of investors surveyed in 2013 said they are putting the same amount of or more new money into the markets, versus 67 percent of investors who said so in a 2010 survey1. Additionally, the number of investors who reported investing less in the markets since the recession has dropped, from 32 percent to 21 percent, over the same period.

Investors also appear to be recouping losses realized in the recession. In 2013, more investors who are saving for retirement said they are ahead of schedule or on track with their retirement savings goals than those who said so in 2010 (67% vs. 53%, respectively).

“While many Americans took a more cautious financial stance over the past few years, we continue to see signs that the recession’s scars are fading,” said J.J. Kinahan, chief strategist, TD Ameritrade, Inc. (“TD Ameritrade”), a broker dealer subsidiary of TD Ameritrade Holdings Corporation. “It appears investors are feeling the euphoria of a more positive year, and are beginning to engage in the market more. It’s encouraging to see the optimism both in the results of this survey and among our clients.”

This renewed sense of investor optimism extends beyond financial planning as well. Investors in 2013 were less likely to have put off making major financial or life decisions, with half saying they had done so, compared to 56 percent of investors surveyed in 2010. The top three items that investors put off as a result of the recession were: travel (26% in 2013 vs. 35% in 2010); purchasing a car (18% in 2013 vs. 25% in 2010); and purchasing a home (4% in 2013 vs. 13% in 2010).

TD Ameritrade's Investor Movement Index® (“IMX”) supports the positive sentiments revealed in the survey. The IMXSM climbed to the highest reading in its four-year history in December and continues to show that investors who are engaged in the markets were positioning their portfolios in a bullish manner.

Recession’s Silver Lining
While the recession caused many setbacks, there were a few silver linings. For one, 41 percent of couples in 2013 said they are talking to their spouse/significant other more frequently about money and finances today than they did prior to the recession. This proportion rises to more than half (55%) among those investors who say they had a tough or very tough year, financially speaking, in 2013.

Looking Ahead
With 2013 behind them, a majority of investors surveyed in 2013 expect that 2014 will be the same or even better for both the economy (77%) and for their own personal finances (84%).

For more information on TD Ameritrade’s Financial Review & Outlook Survey, including key findings, visit www.amtd.com.

Investors looking for guidance and support should check out TD Ameritrade for a four-step guidance approach that can help them invest in what they want, how they want. Because small actions can add up as investors pursue big goals.

For the latest news and information about TD Ameritrade, follow the Company on Twitter, @TDAmeritradePR.

1Source: Lessons Learned in the Aftermath of the 2008-09 Economic Recession Survey

About TD Ameritrade Holding Corporation
Millions of investors and independent registered investment advisors (RIAs) have turned to TD Ameritrade's (NYSE:AMTD) technology, people and education to help make investing and trading easier to understand and do. Online or over the phone. In a branch or with an independent RIA. First-timer or sophisticated trader. Our clients want to take control, and we help them decide how – bringing Wall Street to Main Street for more than 38 years. An official sponsor of the 2014 and 2016 U.S. Olympic and Paralympic Teams, TD Ameritrade has time and again been recognized as a leader in investment services. Please visit TD Ameritrade's newsroom or www.amtd.com for more information.

Brokerage services provided by TD Ameritrade, Inc., member FINRA (www.FINRA.org)/SIPC (www.SIPC.org)/NFA (www.nfa.futures.org).

About Head Research
Head Research is a division of Head Solutions Group (U.S.) Inc., a leading market research partner for Financial Services companies in North America. With offices in New York, Toronto and Montreal, Head delivers the deep customer insights that increase institutional knowledge and propel business action. TD Ameritrade and Head Research are separate and unaffiliated firms and are not responsible for each other’s services or policies.

About the 2013 Survey
An online survey was conducted among N=1,000 U.S. residents who hold an investment account at a brokerage firm or mutual fund company, from December 2-3, 2013, by Head Research on behalf of TD Ameritrade, Inc. Sample was drawn from major regions in proportion to the U.S Census. The statistical margin of error for results of this study is ±3.1% (assumes panelists do not differ from nonpanelists and respondents do not differ from nonrespondents). This means that, in 19 out of 20 cases, survey results for questions based on all respondents (N=1,000) will differ by no more than 3.1% in either direction from what would have been obtained by measuring the opinions of all U.S. residents who hold investment accounts at brokerage firms or mutual fund companies.

About the 2010 Survey
These results are based on a survey conducted by Harris Interactive on behalf of TD Ameritrade Holding Corporation. One thousand eighty-eight (1,088) adults between 22 and 80 years of age participated in an online survey conducted September 28, 2010, through October 19, 2010. The margin of error in this survey is ±3.0 percentage points. This means that in 19 cases out of 20, survey results based on 1,088 respondents will differ by no more than 3.0 percentage points in either direction from what would have been obtained by seeking the opinions of all adults living in the United States age 22 through 80. Harris Interactive and TD Ameritrade Holding Corporation are separate, unaffiliated companies and are not responsible for each other's products and services.

Historical data should not be used alone when making investment decisions. Please consult other sources of information and consider your individual financial position and goals before making an independent investment decision.

Past performance of a security, strategy or index is no guarantee of future results or investment success.

The IMX is not a tradable index.

The IMX should not be used as an indicator or predictor of future client trading volume or financial performance for TD Ameritrade.

Contacts

TD Ameritrade Holding Corporation
For Media:
Christina Goethe, 201-369-8541
Communications & Public Affairs
christina.goethe@tdameritrade.com
On Twitter @TDAmeritradePR
or
For Investors:
Jeff Goeser, 402-597-8464
Investor Relations & Finance
jeffrey.goeser@tdameritrade.com

TD Ameritrade Financial Review & Outlook Survey: Investors Back on Track (Graphic: TD Ameritrade)

TD Ameritrade Financial Review & Outlook Survey: Investors Back on Track (Graphic: TD Ameritrade)

???news_view.multimedia.download???

???pagination.previous??? ???pagination.next???

Release Summary

According to TD Ameritrade's Financial Review & Outlook Survey, investors are feeling optimistic about the future and getting back on track with their long-term financial goals.

Sharing

Contacts

TD Ameritrade Holding Corporation
For Media:
Christina Goethe, 201-369-8541
Communications & Public Affairs
christina.goethe@tdameritrade.com
On Twitter @TDAmeritradePR
or
For Investors:
Jeff Goeser, 402-597-8464
Investor Relations & Finance
jeffrey.goeser@tdameritrade.com