Crosstabulations 2000–01 Affluent MacroMonitor

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Contents

INTRODUCTION			i
	Explanation of Table Format		ii
	Sample Crosstab		v
	Banner Point Definitions		vii
	Table Locator		xi
TRANSACTION PRODUCTS			1
	Checking Accounts		8
	Other Accounts		20
		Packaged Accounts	22
		Asset Management Accounts	38
		Stockbrokerage Accounts	54
	Credit Cards and Payment Services		78
		Visa or MasterCard	108
		Discover Card	167
		American Express Blue/Optima	172
		Retail Cards	183
		Travel and Entertainment Cards	188
		ATM Cards	208
		Debit Cards	212
	Direct Marketing		217
	Automatic Deposits, Payments, and Other High-Tech Access		232
	Personal Computers		243
		Home Banking	260
		Home Investing	268
		Internet Transactions & Account Activities	276
SAVINGS AND INVESTMENTS			281
	Savings Products		300
		Savings Accounts	308
		CDs	315
		Money Market Deposit Accounts	325
		Money Market Mutual Funds	333
		U.S. Savings Bonds	341
	Investment Products		348
		Stock and Bond Mutual Funds	359
		Individual Stocks, Bonds, and Other Securities	439
		Wrap Fee Accounts	477
		Margin Accounts	484
	Retirement Products		488
		IRAs and SEPs	509
		Salary-Reduction Plans	544
		Keogh Accounts	565
		Individual Annuities	567
		Pensions	584
	Illiquid Assets		586
		Tangible Assets	586
		Businesses	591
		Primary Residence	596
		Other Real Estate	605
		Limited Partnerships	613
		Motor Vehicles	616
	Personal Trusts		625
	Custodial Accounts		633
	Private Banking		636
CREDIT			642
	Real Estate Loans		649
		First Mortgage Loans	667
		Second Mortgage Loans	684
		Home Equity Credit Lines	701
		Other Real Estate Loans	720
	Consumer Credit		727
		Vehicle Loans	741
		Vehicle Leasing	766
		Installment Loans	788
		Other Secured Loans	796
		Education Loans	803
		Secured Credit Lines	810
		Unsecured Personal Loans	818
		All Other Credit Lines	825
	Revolved Credit Cards		832
INSURANCE PRODUCTS			905
	Property/Casualty Insurance		911
		Vehicle Insurance	914
		Homeowner's/Renter's Insurance	927
		Mortgage Insurance	940
		Credit Insurance	945
	Life Insurance		948
		Group Life Insurance	962
		Individual Life Insurance	968
		Term Life	999
		Whole Life	1006
		Universal Life	1014
		Policy Loans	1031
	Health and Disability Insurance		1035
		Health Insurance	1035
		Disability Insurance	1061
	Other Insurance		1069
INFORMATION AND ADVICE			1076
	Financial Advisors		1085
	Types of Information and Advice		1093
	Information Sources		1099
BALANCE SHEETS			1102
	Assets		1102
	Liabilities		1131
	Net Worth		1143
	Insurance Products		1154
	Transaction Products		1160
INSTITUTIONS			1166
	Banks		1183
	Savings Banks, S&Ls		1221
	Credit Unions		1239
	Insurance Companies		1255
	Stockbrokerage Firms		1294
	Mutual Fund Companies		1338
	Financial Planning Companies		1364
	Finance Companies		1382
	Other Finance/Credit Companies		1410
ATTITUDES			1426
	General Financial		1426
	Institutions		1444
	Investing		1459
	Retirement		1487
	Credit		1499
	Insurance		1521
	Information and Advice		1535
DEMOGRAPHICS & MISCELLANEOUS			1551
Appendix A: MacroMonitor Survey Methodology			A-1
Appendix B: Survey Weighting Procedures			B-1
Appendix C: Sampling Tolerance Tables			C-1
Appendix D: Calculated Variables			D-1
Appendix E: Alphabetical Index—Table Locator			E-1