TD Ameritrade Survey: New Year’s Resolutions Focus on Health Above Money

TD Ameritrade Survey: New Year’s Resolutions Focus on Health Above Money

OMAHA, Neb.--(BUSINESS WIRE)-- Despite a heavy focus on the state of the economy as we enter the new year, just 32 percent of Americans will make a New Year’s resolution to improve their financial situation in 2013, according to a new 2013 Outlook Survey released by TD Ameritrade, Inc. (“TD Ameritrade”), a brokerage subsidiary of TD Ameritrade Holding Corporation (NYSE: AMTD  ) . While half of respondents said 2012 was a tough year financially, overall, Americans said they still prefer to make health-related resolutions (42%) over money-related resolutions (16%). The top three New Year’s resolutions for 2013 are related to health (50%), self-improvement (41%) and work/life balance (41%).

“Living through a difficult economic environment means people are forced to focus on their financial health every single day—it’s bigger than a once-a-year goal. So, it makes sense that people turn their focus to personal well-being when resolving to make changes in the new year,” said Carrie Braxdale, managing director, investor services, TD Ameritrade. “Making financial goals and taking actionable steps to achieve them is something we should all do throughout the year.”

Regardless of the type of resolution made, few manage to stick with them throughout the year. Nearly 80 percent of respondents believe they will be somewhat likely to, very likely to, or will definitely achieve the goals they set for 2013. But the reality is just 20 percent will completely achieve their goals if the success rate seen in 2012 repeats itself.

The survey uncovered a common recipe for achieving New Year’s resolutions. In 2011, those who set and met a goal of improving their financial situation in 2012 reported the following top reasons for reaching their objective:

  1. Setting realistic/achievable goals
  2. Having a plan and sticking to it
  3. Tracking progress
  4. Remaining positive, regardless of challenges faced

TD Ameritrade's website offers a number of free resources that can help investors start the new year off right, including:

  1. WealthRuler™ retirement calculator that can help you examine your retirement plans
  2. Amerivest® Portfolios, which can help you develop a diversified portfolio to fit your needs and help you pursue your retirement goals
  3. Access to a network of knowledgeable, independent third-party registered investment advisors (RIAs) through the TD Ameritrade AdvisorDirect™ program.*
  4. Access to Life 2.0™, an educational resource that provides investors with tailored financial guidance and support based on life stage.

For more information on TD Ameritrade’s investor surveys, visit www.amtd.com or follow the Company on Twitter, @TDAmeritradePR.

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About TD Ameritrade Holding Corporation
Millions of investors and independent registered investment advisors (RIAs) have turned to TD Ameritrade’s (NYSE: AMTD  ) technology, people and education to help make investing and trading easier to understand and do. Online or over the phone. In a branch or with an independent RIA. First-timer or sophisticated trader. Our clients want to take control, and we help them decide how—bringing Wall Street to Main Street for more than 36 years. TD Ameritrade has time and again been recognized as a leader in investment services. Please visit TD Ameritrade’s newsroom or www.amtd.com for more information.

Brokerage services provided by TD Ameritrade, Inc., member FINRA (http://www.finra.org) SIPC (www.SIPC.org) /NFA (www.nfa.futures.org).

About Amerivest Investment Management, LLC
Amerivest is an investment advisory service of Amerivest Investment Management, LLC, a registered investment advisor. Brokerage services provided by TD Ameritrade, Inc. TD Ameritrade, Inc. and Amerivest Investment Management, LLC are both wholly owned subsidiaries of TD Ameritrade Holding Corporation. Amerivest is a trademark of TD Ameritrade IP Company, Inc. Amerivest provides non-discretionary and discretionary advisory services for a fee. Risks applicable to any portfolio are those associated with its underlying securities. For more information, please see the Amerivest Disclosure Brochure (ADV Part 2).

All investments involve risk, including loss of income payments and loss of principal. Past performance does not guarantee future results. There is no assurance that the investment process will consistently lead to successful investing. Asset allocation and diversification do not eliminate the risk of experiencing investment losses.

About the 2013 Outlook Survey
An online survey was conducted among N=1,000 Americans 18+ years old from November 16-17, 2012, by Head Research on behalf of TD Ameritrade, Inc. Sample was drawn from major regions in proportion to the U.S Census. The statistical margin of error for overall survey results in this study is +/- 3% (assumes panelists do not differ from non-panelists, and respondents do not differ from non-respondents). This means that, in 19 out of 20 cases, survey results for questions based on all survey respondents (N=1,000) will differ by no more than 3% in either direction from what would have been obtained by measuring the opinions of all adult Americans.

About Head Research
Head Research is a division of Head Solutions Group (U.S.) Inc., a leading market research partner for Financial Services companies in North America. With offices in New York, Toronto, and Montreal, Head delivers the deep customer insights that increase institutional knowledge and propel business action.

*Minimum asset level required. There is no charge or obligation for the initial consultation with the RIA. Once you select an RIA, you will pay advisory fees and standard brokerage fees. Brokerage transactions executed through TD Ameritrade are subject to standard transaction charges. You should review an RIA’s Form ADV, other applicable advisor disclosure document(s) and the AdvisorDirect Disclosure and Acknowledgement Document prior to engaging an RIA. The Form ADV contains important disclosure information relative to an RIA’s services and fees. RIAs charge an ongoing investment advisory fee for their services. RIAs will pay TD Ameritrade fees for their participation in the AdvisorDirect program. Those fees will usually constitute a percentage of the advisory fees you will pay your RIA. For additional details about the fees paid to TD Ameritrade and other conflicts of interest, please review the AdvisorDirect Disclosure and Acknowledgement Document and ask your RIA about its specific arrangement with TD Ameritrade. You are solely responsible for evaluating any advisor that you are considering. Please note: Under no circumstances should participation by a certain RIA in AdvisorDirect be considered an endorsement or recommendation by TD Ameritrade for that particular RIA.



TD Ameritrade Holding Corporation
For Media:
Christina Goethe, 201-369-8541
Communications & Public Affairs
christina.goethe@tdameritrade.com
On Twitter @TDAmeritradePR
or
For Investors:
Jeff Goeser, 402-597-8464
Investor Relations & Finance
jeffrey.goeser@tdameritrade.com

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