Fidelity's annual investor attitudes and behaviors study found that health is a top stressor for all investors, including millionaires, and that the quality of an investor's relationship with their advisor may play an important role in their stress levels.
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Health concerns top the list for all investors, including millionaires, and paying for healthcare is the #1 financial concern.
Millionaires with higher stress levels report lower-quality relationships with their advisors.
Advisors can play a role in both wealth and well-being through a holistic approach to services offered, support given during life events, and creating personal connections.
Financial literacy and having an active role in investing are associated with lower stress levels among millionaires.
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