In the following interview, Motley Fool analyst Brendan Byrnes sits down with Merrill Edge executive Linda Shelby, to discuss a recent ME study on the concerns and financial priorities of mass affluent customers -- those defined as having between $50,000 to $250,000 in total household investable assets.
The study highlights an increase in investors; concerns over their retirements, despite strong market performance.
Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.