The survey also revealed that the pandemic may be spurring some behavioral changes among investors. Nearly three-quarters (73%) of investors with a spouse or partner indicated that they have taken time to talk more with that person about their finances; 60% of investors said they are doing more budgeting and short-term financial planning; just under half (48%) have done more long-term financial planning; and 44% have spent time on estate preparation.
The Gallup Panel online study was conducted Aug. 10 through Aug. 16 among 1,094 U.S. adults with $10,000 or more invested in stocks, bonds, or mutual funds.