Health & Wealth Blog

Loss Aversion and Discomfort with Volatility in an Unpredictable Market

By: AnnMarie Pino

If the markets in 2020 have shown us anything, it is how unpredictable they are, even among professionals. Just 6% of financial advisors and 11% of consumers 55 to 75 years old thought it was highly likely there would be a major market downturn in 2020 according to the 2020 Guaranteed Lifetime Income Study (GLIS) Read more…

Who’s Watching Junior? Benefits of Better Childcare Support Post COVID-19

By: Edna Vasquez-Dretzka

Thirty-six million Americans have filed for unemployment benefits over the past two months.  While these are disproportionately less wealthy Americans, many high-profile companies have been laying off or furloughing their workforce as well, among them major hotel chains, airlines, clothing manufacturers, and retail stores.[1]  For those of us still lucky enough to be working, our Read more…

Dynamic Segmentation: Maximizing Opportunities as A Black Swan Event Unfolds

By: Matt Greenwald

One of the most useful tools that marketers, product developers, and thought leaders have is the ability to understand the composition of the markets and distributors they serve and be able to target strategies, products, and communications to the most responsive and valuable segments.  Today’s investment climate is so complex and difficult and has changed Read more…

Confidence in Retirement Security Remains High Despite Pandemic, but Signals Change With Widespread Unemployment

By: greenwald

Press Inquiries: Lisa Greenwald Executive Vice President Greenwald & Associates LisaGreenwald@greenwaldresearch.com 202.686.0300 ext. 108 Betsy Jaffe Director, Marketing and Public Relations Employee Benefit Research Institute press-media@ebri.org 202.775.6347 Workers’ Satisfaction With DC Plans Is High, but Reveals Some Crisis Impact WASHINGTON – April 23, 2020 – The 2020 Retirement Confidence Survey (RCS), fielded in January, found Read more…

Inspired Localism: Wellness Programming that Engages the Community Beyond Corporate Walls

By: Edna Vasquez-Dretzka

If you work in the healthcare world, “social determinants of health” (SDoH) is something you’re starting to hear everywhere. While it has long been a focus in public health, the healthcare industry and employers have been slower to make it one of their foci.  Since half of Americans receive healthcare through their employer, this is Read more…

Creating an Effective Retiree Portfolio

By: Matt Greenwald

  Money management in retirement presents a complicated challenge. Over what can be a 20- to 30- year time horizon or more, most retirees need a significant return on their investments in order to deal with the corrosive long-term impact of inflation, pay for unexpected expenses, and maintain their feeling of financial security. This is Read more…

Surveying Hard-to-Reach Consumers? No problem.

By: Edna Vasquez-Dretzka

  With everyone attached to their smartphones these days and accustomed to sharing so much information, it seems like it should be easier and cheaper than ever to reach your intended survey population.  That isn’t always the case.  Some populations, like immigrants, marginal groups, older consumers, consumer experts and those in more rural locations, are Read more…

5th Annual Guaranteed Lifetime Income Study (GLIS) Reveals Key Differences Between Advisors and Consumers (and Much More!)

By: Doug Kincaid

  In the fifth year of the Guaranteed Lifetime Income Study (GLIS), the study continues to explore consumer attitudes about the value of guaranteed lifetime income and, for the first time, includes an advisor survey that provides an important view of advisors’ opinion of guaranteed income products and the needs of their clients. An eye-opening Read more…

Access to Information Does Not Equal Informed Healthcare Decision-Making

By: Edna Vasquez-Dretzka

According to a briefing on consumerism in healthcare, hosted by Health Affairs, one panel agreed that healthcare as an industry has been defined by an imbalance of power between consumers and everyone else, which means that patients aren’t “consumers” in the same sense as in other industries, mostly because consumerism is based on choice and Read more…

Implications of a Major Development: The Emergence of New Stages of Life

By: Matt Greenwald

  A powerful social development has been unfolding for quite some time that has had a major impact on the way a growing number of people are living their lives, including their financial lives.  Interestingly, this powerful development has received almost no comment or attention, and its real impact appears poorly understood.  I am referring Read more…



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