Demographics: Investments and Insurance

Stock, Bonds, & More

• 74.0% own common or preferred stock (7 times the U.S. average)
• 70.5% own mutual funds (6 times the U.S. average)
• 63.6% own bonds (5 times the U.S. average)
• 45.7% own tax-exempt funds (15 times the U.S. average)
• 64.0% of readers with $1,000,000+ net worth own tax-exempt funds
• 24.9% own annuities (6.5 times the U.S. average)
• 16.8% own corporate bonds/debentures (28 times the U.S. average)

Select Investments

• 21.4% own privately held shares of companies or partnerships (24 times the U.S. average)
• 13.9% own collections of antiques, books, stamps, etc. (10 times the U.S. average)
• 6.4% own gold/precious metals (8 times the U.S. average)

Socially Responsible Investing

• 56.3% invest in socially responsible stocks/bonds/mutual funds

Investing in Israel

• 76.7% would consider an investment to benefit the State of Israel

Real Estate

• 17.2% own investment real estate (4.5 times the U.S. average)
• 14.0% own a vacation/weekend home (4.5 times the U.S. average)

Insurance

• 96.8% carry homeowners personal property insurance (1.5 times the U.S. average)
• 96.2% carry medical/hospital/accident insurance (1.3 times the U.S. average)
• 70.8% carry life insurance (1.2 times the U.S. average)

Note: Reform Judaism readers are 7 times more likely to own stock and 15 times more likely to hold tax-exempt funds. More than half invest in socially responsible funds and more than 3 out of 4 would consider investing in Israel. They represent a prime audience for marketers seeking experienced, diverse, and value-minded investors.