Cost of living, inflation and market volatility were the top concerns of those polled in WSJ Intelligence personal finance study
Protecting assets and minimizing tax liabilities are the top priorities of wealthy Wall Street Journal and Barron’s Group readers, according to a recent personal finance study conducted by WSJ Intelligence.
“This study was really to understand the behavior of our financially savvy readers and explore how they improve their financial acumen and make informed investment decisions,” says Donna Zeolla, the associate director of Finance Intelligence for the Wall Street Journal and Barron’s Group. Survey participants across wealth bands use a variety of wealth management services, including brokerage, tax and estate-planning services. When selecting an investing company, key considerations are the fee and commissions charged , expertise , customer service , and the company’s reputation , the figures showed.
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