The Intersection of Well-Being and Advice

Millionaire Outlook 2019

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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Key Insights

  • 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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