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MacroMonitor Segment Summaries Archives

CFD no longer publishes Segment Summaries. Current MacroMonitor subscribers have access to the report archives listed below.

Segment Summaries from 2020–21 MacroMonitor Data

December 2021:

Rich v Poor: What They Have in Common

Segment Summaries from 2018–19 MacroMonitor Data

December 2020:

The Haves and Have Nots
November 2020:

Young Adults Retreat
October 2020:

Single Women and Single Men
September 2020:

Highly-Leveraged Households
August 2020:

Moving Toward a Cashless Society
July 2020:

A High-Level Profile of Black Households
June 2020:

Healthcare Insurance: (Only) Group and (Any) Individual Coverage
May 2020:

Households Use Social Media for Financial Purposes
April 2020:

Trust: Financial-Planning Companies
March 2020:

Households That Always Look for the Lowest-Cost Financial Services
February 2020:

Households That Have $100K or More in Financial Assets and That Resent Financial Institutions' Profiting from Their Business
January 2020:

Delayed versus Immediate Gratification
December 2019:

Middle-Income Households
November 2019:

Thirty-Something Comparisons
October 2019:

Hispanic-Household Highlights
August 2019:

Households Likely to Buy Long-Term-Care Insurance
July 2019:

Households That Suffer an Employment Disruption
June 2019:

Widow Households
May 2019:

Households That Stress about Lack of Time
April 2019:

Households That Stress about Money
March 2019:

Households That Self-Prepared Their Financial Plan
February 2019:

Emerging Investors

Segment Summaries from 2016–17 MacroMonitor Data

December 2018:

Households with Dependent Adults
November 2018:

Homeowners with Flood and Earthquake Insurance
October 2018:

Households That Need Professional Financial Advice: An Opportunity?
September 2018:

Will Households That Currently Lease a Vehicle Lease an EV?
August 2018:

Saving for a Vacation
July 2018:

Households Stressed or Worried about Money
June 2018:

Women Investors Age 70 and Older
May 2018:

Gig-Economy Workers
April 2018:

Highlights: Millennials Segmentations
March 2018:

The Potential for P2P Payments and Robo-Advisor Services
February 2018:

Work-Site Marketing's Potential
January 2018:

Summary Report: Primary Depositories: Key Differences in Households Using National Banks, Regional Banks, All Other Banks, and Credit Unions, as Primary
December 2017:

Volunteers
November 2017:

Opportunity Segments: Investing for the Near Future and Saving for the Distant Future
October 2017:

Credit Cards and ID-Theft Protection
September 2017:

Hispanic-Household Highlights
July 2017:

Women-Headed Households
June 2017:

HENRYS' Story
May 2017:

New and Recent Home Buyers
April 2017:

Household Differences by Tax-Preparation Method
March 2017:

Investor Profiles by Advisor Compensation
February 2017:

Households with a Net Worth of $5 Million or More
January 2017:

Next-Generation Transactions: Contactless Payment

Households That Make Direct versus In-Person Purchases

Millennials-Headed Households

P2P Households: Disintermediating Financial Institutions

Working-Retired Households

Robo-Advisor Households

Social-Media Households

Segment Summaries from 2014–15 MacroMonitor Data

December 2016:

Charitable Givers
November 2016:

Consumer-Credit Users
October 2016:

Financials by Political-Party ID
September 2016:

IRA-Rollover Households
August 2016:

Potential Reverse-Mortgage Households
July 2016:

Households with Student Loans
April 2016:

Who Responds to Financial Personalities?
February 2016:

How Real Are Peer-to-Peer Service Threats?
January 2016:

Millennials versus Boomers
Segment Summaries published 2012–2015 are now available without a current MacroMonitor sponsorship.
December 2015:

Divorced and Older Than Age 50
November 2015:

Millennials: Poised to Mature
October 2015:

Investor Mistrust
September 2015:

Rainy-Day Emergency Savings
August 2015:

Households That Save for a Vacation
July 2015:

Households Headed by Asians
June 2015:

LGBT Households
May 2015:

Hispanic Households and Financial Services
April 2015:

Tax E-Filing Households

Segment Summaries from 2012–13 MacroMonitor Data

December 2014:

Middle-Market Households
October 2014:

Households Concerned about ID Theft
September 2014:

Divorced and Separated Households
August 2014:

Households with Student-Loan Debt
July 2014:

Households with Boomerang Kids
June 2014:

Gen X Differences
May 2014:

Households with Veterans
April 2014:

Recently Retired Households
March 2014:

Retirement Status of Households Older and Younger Than Age 65
February 2014:

Retail Stock and Bond Mutual Fund Investors
January 2014:

Recent and Likely Investor Households
December 2013:

Generation X Households
November 2013:

Revolving-Retired Households
October 2013:

Potential ACA-Qualifying Households
September 2013:

Gay- and Bisexual-Headed Households
August 2013:

Financing Personal Transportation
July 2013:

Households Headed by Nonretired Women
June 2013:

Mobile-Banking Households
May 2013:

Mainstream Hispanic Households
April 2013:

Property Virgins
March 2013:

Retirement Dreamers
February 2013:

Millennials
January 2013:

The Top 2%

Segment Summaries from 2010–11 MacroMonitor Data

November 2012:

Single Women with Assets
October 2012:

HENRY (High Earners Not Rich Yet)
September 2012:

Revolving Retired
August 2012:

Vacation Savers
July 2012:

Caregivers
June 2012:

Revolvers
May 2012:

Hispanics
April 2012:

Singletons
March 2012:

Gen X
February 2012:

Gen Y