Types of investment accounts audience targeting

Polls based on types of investment accounts specific focus groups: Traditional brokerage account holders, Traditional IRA account holders, Roth IRA account holders, SEP IRA account holders, SIMPLE IRA account holders, 401(k) account holders, Roth 401(k) account holders, 529 account holders, and People without investment accounts

Polls with types of investment accounts-specific targeting

Check out 1 survey targeting types of investment accounts. Learn how they pose their questions and view the written responses.

I am confident that an independent third-party would arrive at the same results as my investment firm when calculating my investment portfolio's fees, rate of return, risk, benchmark comparison, and goal progress.
This is a 2 option poll with 100 respondents targeting Age range (35 44, 45 54, 65+, 55 64), Primary source of investment advice (Robo Advisor, Human Advisor), and Types of investment accounts (Simple Ira, Roth 401(K), 401(K), Traditional Brokerage Account, Roth Ira, Ira (Traditional)). A sample of responses:
- I think the third party account may find things that I missed or overlooked.
- My investment portfolio had a very bad year last year, I am not making progress on my goal, and the firm's fees are higher than what I should be paying, so I have to respond with B. The risk and some benchmarks are acceptable and it is hard to feel good about making an investment choice in the current environment so I can imagine a third-party responding either way, but on balance I should have done better.
- The investment firm has direct access - they are the invest part of investment. Third parties are winging it on a song and hoping their magical algorithms and guess work works.
- I assume that everyone is operating above board.
- would depend entirely on the third party and their investment experience

Types Of Investment Accounts targeting is often combined with personal income range targeting, age range targeting, education level targeting, primary source of investment advice targeting, household income range targeting, employment status targeting, credit score targeting, homeownership targeting, amazon prime member targeting, and cryptocurrency investments targeting.

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