March:

Women Are Key to Growing the Economy

February:

Missing in Action

January:

Mobile Payments On Schedule to Increase

December:

The Rich versus the Poor

November:

Unpartnered

October:

Hard Choices Ahead

September:

Divided States of America

August:

Many Households are ready to take a vacation!

July:

Hispanic Americans

June:

Cryptocurrency

May:

Let's Talk About Children

April:

Dependents

March:

Women Who Work

February:

Affluent Black Households

Jan–Feb:

First Trends

December:

Two Americas

November:

Boomerang Kids: Young Adults Who Return Home

October:

Women's Studies: By the Numbers

September:

Debt: Underwater

August:

The Future of Digital Transactions

July:

Black Households' Financial Challenges

June:

Trends in Healthcare Insurance Coverage

May:

Use of Social Media for Financial Purposes

April:

Trust in Financial Institutions

March:

Households That Shop for Low-Cost Financial Services

February:

Who Resents Financial-Institution Profits?

January:

Gratification: Delay? No Delay?

December:

The Middle

November:

Thirty-Somethings

October:

Hispanic-Household Optimism

August:

The Impending Long-Term-Care Crisis

July:

Employment Disruptions

June:

Widowed Households

May:

Stress and Time

April:

Stress and Money

March:

Do-It-Yourself Financial Planners

February:

Young and Risky!

January:

First Peek at the 2018–19 MacroMonitor

December:

Caregivers

November:

Checkup Time for Homeowners

October:

The Demise in Use of Financial Advice?

September:

Vehicle Leasing

August:

Vacation Savings

July:

Money–Related Stress and Worry

June:

A Growing Market: Investors Age 70 and Older

May:

The Gig Economy

April:

Segmentation and Millennials

March:

FinTech and the MacroMonitor

February:

Employee Benefits: Offered versus Used

January:

National, Regional, and Local Banks and Credit Unions

December:

The Gift of Time: Volunteering

November:

Financial-Need Opportunity Analysis

October:

Identity-Theft Protection

September:

Hispanic-Household Optimism

July:

What Do Women Want?

June:

Oh, HENRY

May:

Real Estate: It's a Seller's Market

April:

How Households Prepare Their Taxes

March:

Changes in Financial-Advisor Compensation

February:

Net Worth of the Top 1% of Households

January:

First Peek at the 2016–17 MacroMonitor

December:

Charitable Giving and Financial Advice

November:

Credit-Use Trends

October:

Financial Differences by Party ID

September:

Impact of the Department of Labor's Fiduciary Ruling

August:

Reverse Mortgages

July:

Student-Loan Debt

June:

Are Annuities the New Life Insurance?

April:

Financial Personalities: How Much Influence?

March:

Women's Financial Attitudes: Still Different from Men's

February:

Peer-to-Peer Lending and Borrowing

January:

Investing in Socially Responsible Companies

December:

Divorced Households

November:

Millennials and Financial Services

October:

Stock Market Volatility and Investors' Trust

September:

Rainy-Day Emergency Funds

August:

Vacation Benefits

July:

Asian Households

June:

Households in Which the Household Head or Member of the Household Is LGBT

May:

The Hispanic Market for Financial Services

April:

Households That File Income Taxes Electronically

March:

Use of Social Media for Financial Services

February:

From Recession to Recovery: Trends in Seven Key Areas

December:

Middle-Market Opportunities

November:

Apple Pay Is a Game Changer

October:

Concerns about Identify Theft Are Increasing

September:

The Impact of Divorce on Retirement

August:

Education-Loan Debt Is Delaying the American Dream

July:

Households with Boomerang "Children"

June:

Generation X Is Not As Homogeneous As You Might Think

May:

Veterans: An Overlooked Opportunity?

April:

Boomers Retirees Contribute to Deflation

March:

Retirement: A Late-Twentieth-Century Anachronism

February:

What Happened to Retail Mutual Funds?

January:

When Will Investors Return?

December:

Gen X–Headed Households

November:

Revisiting Redefined Retirement, Postrecession

October:

Households without Health-Care Insurance

September:

Transactions of Gay- and Bisexual-Headed Households

August:

Vehicle Financing: Servicing a Changing Marketplace

July:

Women Rule Financial Matters

June:

Banking on Mobility

May:

Hispanic Internet-Banking Users Surge

April:

First-Time Home Buyers

March:

Retirement Is Not an Option

February:

Welcome Millennials (1977–94)

January:

High-Earner Households: Taxes Are Going Up

December:

Eight Key Trends in Changing Consumer Financial Needs

November:

Single Women: Assets in the Next Decade

October:

Much Ado about HENRY

September:

Welcome to the Age of Revolving Retirement!

August:

Fewer Households Saving (or Borrowing) for Vacations

July:

Is the Number of Caregivers Households Declining?

June:

A Decline in the Number of Credit-Card Revolvers

May:

Ethnicity Indicates Financial-Attitudinal Distinctions

April:

Singletons: 50 Million Single-Headed Households

March:

Financial Services and Smartphones

February:

In Trying Times, Consumers Vote with Their Dollars

January:

Uh-Oh! Consumers' Concerns about Financial Crimes Escalate

December:

Uh-Oh! Younger and Older Boomers Reach Parity in Home Equity

November:

Uh-Oh! Multigenerational Households: Growing in Number and Financially Challenged

October:

Uh-Oh! Where Have All the Investors Gone?

September:

Uh-Oh! Consumer Reaction to Stock Market Uncertainty Is a Drop in Consumer Confidence

August:

Uh-Oh! Are Basic Financial Needs Being Met?

July:

Uh-Oh! Consumer Spending Is Not Coming Back Anytime Soon

June:

Uh-Oh! Interest in Making Investment Decisions Wanes, Even among Households with $5+ Million in Assets

May:

Uh-Oh! Hispanic Households Are Not Advice Oriented

April:

Uh-Oh! Are the Emerging Affluent the Last Bastion of the Middle Class?

March:

Uh-Oh! Trust in Financial Providers Has Declined

February:

Uh-Oh! Some Consumers Have Dug Themselves into a Hole

January:

Uh-Oh! Even More Households Disengage with Financial Services

December:

Making Money in a Contracting Market with Declining Margins

November:

The Unbanked and the Underbanked

October:

• How Rich Are the Boomers?
• More Will Rely on Social Security
• The New Data Are Almost Here

September:

• Opportunity: Hispanic Households and Life Insurance
• Exclusive Report: Boomers Near Retirement

August:

• What If the Wealthy Stop Spending?
• Don't Worry, Be Happy
• CFD Hosts "Harnessing the Power of Leverage Points in the New Normal" Mini-Presentation

July:

• The Dynamic Challenge of Serving Child-Free Households
• The Changing Face of Retirement
• "Behavioral Finance and the MacroMonitor" Mini-Presentation

June:

• Affluent Households Are Not Paying Attention
• The Crisis in Trust Affects Everyone
• CFD Hosts "Financial Needs in the New Normal" Mini-Presentation

May:

• Underwater Homeowners Are Under the Gun
• Over Half of Households Pay a Professional to Do Their Taxes
• Not Everyone Is in Dire Straits

April:

• VALS™ Highlights Report: Young Adults and the Financial Crisis
• Resistance to Risk Returns for Most People

Feb/Mar:

• Consumers Still Struggling with Mortgage Debt
• Social Networks for Marketing To Gen X and Gen Y
• Pent-Up Demand for Housing

January:

• Online Investing 2.0
• The New Battle of the Sexes: Credit Cards
• The New Normal

Nov/Dec:

• Online Account Aggregators and Electronic Transactions to End Consolidation?
• 529 Plan Owners at Risk
• Financial-Transaction Evolution

October:

• The Rational Consumer: Spending, Saving, and Investing
• Attracting Brokerage-Oriented Households: An Uphill Battle
• Biggest Losers: Those Who Don't Obtain Advice from a Financial Professional

September:

• Is Health-Care Reform Warranted?
• What Defines a Successful Retiree?
• The Economic Downturn Affects Wealth: One Year Later

August:

• Managing Mistrust in Financial Professionals
• Introducing CFD's Attitudinal Themes
• Household Debt Creating Challenges for Business Owners

July:

• "Retired" Workers Seek Employment
• Credit Cards Remain Essential
• Many Households Face Dueling Savings Goals

June:

• Credit-Card Use Shifting before Legislation Takes Effect
• Consumers' Cutting Back
• Socially Responsible Investing

April/May:

• How Will the Market Downturn Affect Young Investors?
• Debit Cards and Online Banking Grow in New Era of Thrift
• Households Remain Surprisingly Optimistic

March:

• Debt-Free Households Represent an Overlooked Marketing Opportunity
• Households' Mistrust of Investment Professionals Has Increased
• Down Market Creates Opportunity for Consumer-Oriented Firms

February:

• Shifting Focus to the New Consumer
• Glancing at the 2008–09 Affluent Core Customers Segments
• Reacting to the Financial Crisis: Younger Households Quicker to Face the Music

January:

• Winning Back Women's Trust Will Be a Challenge
• Surprisingly, Households' Use of Advice Remains Relatively Flat in 2008
• Pension Plans Decline as Salary-Reduction Plans Increase

December:

• Released: The 2008–09 MacroMonitor Data!
• Planning for Retirement Gaining Importance for Gen X/Y
• Whither Direct Marketing?

November:

• Tight Credit Markets Make Peer-to-Peer Lending an Attractive Option for Consumer Loans
• Declining Home Values May Mean Affluent-Market Contraction
• CFD Captures Consumer Sentiments during These Challenging Financial Times

October:

• Growing Number of Education Loans Leads to an Increased Need for Financial Advice
• Housing Downturn Makes Retirement a Daunting Proposition for Many Households
• Banks Should Consider Target When Creating Card Incentives

August:

• Cross-Selling and Consolidation Present Challenges and Opportunities for Large Banks
• High-Income Households Witness Steep Growth in Debt-Service Ratio
• Hard Times Push Consumers toward Seeking Financial Advice

July:

• Retirement Age Grows Older
• "Full Nest" Adds Strain to Retirement Planning
• Workers Learn to Diversify from Company Stock

June:

• 401(k) Contributions May Be in Jeopardy
• Direct Marketing Devolves
• Peer-to-Peer Lending: Which Way Will It Go?

May:

• Higher Education: Further Out of Reach for More U.S. Households?
• Vehicle-Loan Deals for Credit-Challenged Consumers
• Cloudy Retirement Prospects for Women

April:

• Green Investing: Are Investors Putting Their Money Where Their Mouths Are?
• Will Nontraditional Lending Sources Fill the Credit Void?
• How Successful Is Automatic 401(k) Enrollment?

March:

• Households Unlikely to Go on a Spending Spree with Their Tax Rebate
• Mass Affluent Vulnerable to High-Credit-Card–Debt Malaise
• No Savings Cushion for Nearly Three in Ten U.S. Households

February:

• Winners and Losers in the Real Estate Meltdown
• Boomers: Ready to Retire?
• Regulation and Demographics: Changing the Financial Landscape

January:

• Reverse Mortgages Likely to Grow with Next Generation of Retirees
• Delegators, Collaborators, and the Self-Reliant
• Implications of Job Trends

November:

• ATM or Debit Card Use Enhances Cross-Selling at the Primary Bank
• Financial Ads Miss the Mark
• Households That Have Fewer Life Events Buy Less Individual Life Insurance

September:

• Then and Now: Almost 30 Years Later
• Bill Payment Options: Toward a Cashless, Paper-Free Environment
• U.S. Households: Few in Order

August:

• Direct Marketing Gains Ground
• Age: The Most Significant Difference among Owners of Subprime Mortgages
• Retiree Life Events and Transactions

July:

• Life Insurance: Stable Trend—Changing Role
• Peer-to-Peer Lending on the Rise
• Sex Differences in Financial Decision Making

June:

• The New Entrepreneurial Challenge
• Strong Debit-Card Market Penetration as ATM Cards Decline
• Health-Care Back on the Political Agenda

May:

• Boomers and Real Estate
• IRA Rollover Market Yet to "Boom"
• Younger Boomers and Growth in Annuities

April:

• Debt Levels on the Rise across All Life Stages
• Consumer Reengagement?
• Banks Showing Signs of Organic Growth

March:

• Life Stage Trends: Changes and Implications
• Where Consumers Are Putting Their Savings and Investments
• Correlation: Use of Financial Advisors and Recent Life Events

February:

• In the past ten years the number of households caring for dependent adults has increased from 5.5 million to over 17 million.
• Gen X and Gen Y households are more likely than other age cohorts to own a Health Savings Account.
• Except for online banking, the allure of using the Internet for financial services appears to have faded among many consumers.