Highlights of the Topics Covered by the MacroMonitor Survey

One of the benefits of sponsoring the MacroMonitor is the access to new and trendable data on a wide variety of financial topics. The following variables examples highlight portions of our robust dataset. Interested in learning more or getting assistance in solving today's question? Contact us.

Demographics, Life Stage, and Life Events

• Age
• Children
• Dependent Adults
• Dependent Children
• Education
• Employment Status
• Ethnicity
• Gender of Financial Decision Maker
• Income
• Life Events: Recent and Past Events
• Life Stage
• Marital Status
• Organizational Affiliation
• Own Business or Professional Practice
• Religion
• Rent/Own Home
• Retirement Status
• Type of Home
• Type of Area
• Type of Vehicles
• Type of Occupation

Assets and Accounts

• Checking and Savings Accounts
• Brokerage Accounts
• Private Banking
• Stock and Bond Mutual Funds
• Money Market Deposit Accounts
• Money Market Mutual Funds
• US Savings Bonds
• Treasuries
• Certificates of Deposit
• Traded and Nontraded Stocks
• Collectibles
• Gold and Silver
• Closed-End and Hedge Funds
• ETFs, REITs, and UITs
• Corporate, Municipal, and Zero-Coupon Bonds
• Options, Futures
• Businesses
• Limited Partnerships
• Trusts (Establishers and Beneficiaries)
• Primary Residence
• Other Real Estate

Liabilities: Mortgages, Credit, and Borrowing

• First Mortgages
• Second Mortgages
• Home Equity Credit Lines
• Vehicle Loans and Leases
• Education Loans
• Installment Loans
• Other Secured Loans and Lines of Credit
• Credit Cards: Visa, MasterCard, Discover, and American Express
• Margin and Policy Loans
• Overdraft Checking
• Retirement Borrowing
• Store Cards

Life, Health, Property/Casualty, and Other Insurance Products

• Life Insurance: Group and Individual
• Vehicle Insurance
• Homeowners/Renters Insurance
• Mortgage Insurance
• Credit Insurance
• Professional and Liability Insurance
• Travel and Accident Insurance
• Accidental Death and Dismemberment Insurance
• Health Insurance: Group and Individual
• Supplemental Insurance
• Dental Insurance
• Eye Insurance
• Long-Term Care Insurance
• Disability Insurance
• Medicare/Medicaid
• Other types of insurance including: Trip, Critical Illness, Cancer, Final Expenses, Hospital Indemnity, Identity Theft, Credit Monitoring, Cyber Security, and Pet

Retirement Products and Services

• Individual Retirement Accounts (IRAs):
  • Traditional
  • Roth
  • Simple
  • SEP
• Salary Reduction Plans (SRPs):
  • 401(k)
  • Roth 401(k)
  • 403(b)
  • 457
• Defined benefit Pensions
• Individual Fixed Annuities
• Individual Variable Annuities
• Individual Indexed Annuities
• Keoghs

Planning, Advice, Advisors, and Information

• Advisors Used:
  • Financial Planners
  • Full-Service Brokers
  • Discount Brokers
  • Mutual-Fund Investment Advisor
  • Bank Officer
  • Private Bankers
  • Trust Officer or Advisor
  • Credit Union Officer or Advisor
  • Accountant
  • Lawyer
  • Insurance Agent
• Advisor is CFP and/or RIA
• Advice/Planning Obtained:
  • Comprehensive
  • Investment
  • Retirement
  • Estate
  • Tax
  • Insurance
  • Education Expenses
• Trust in Institutions and Intermediaries
• Sources for Financial Information
• Financial Strategy and Confidence
• Level of Financial Control
• Use of Robo-Advisors
• Written Financial Plans

Balance Sheets and Financials

• Incidences and Balances (and all products within):
  • Accounts
  • Investments
  • Retirement
  • Credit
  • Debits
  • Insurance
• Financial Advice Information Sources
• Transactions:
  • Checking and Savings
  • Credit Cards
  • Contactless
  • Automatic
  • Telephone
  • In-person
  • Investments
  • Retirement
  • Payments
  • Direct Deposit
  • Debit/ATM
• Calculated Financials:
  • Net Worth
  • Total Assets
  • Total Financial Assets
  • Total Investable Assets
  • Total Liquid Assets
  • Total Retirement Assets
  • Total Liabilities
  • Ratio: Income to Payments
  • Ratio: Debts to Assets
  • Total Financial Relationships
  • Total Financial Products and Services
  • Total non-cash Transactions

Channels, Internet Access and Use

• Online
• Mobile
• Telephone
• Branch
• Drive-Thru
• Mail
• In-Person
• Peer-to-Peer
• Social Media

Financial Attitudes

• Needs, Goals, and Preferences
• Investment Risk Tolerance
• Importance of Financial Needs and Product/Service Usefulness
• Institutions
• Advisors
• Investing
• Credit
• Insurance
• Retirement
• Information
• Advice