SHARE:
objectives
| Variable | Question text | Label |
|---|---|---|
| arm1_002 | arm 1 missing goals | |
| arm1_goal1 | To be better off than my peers | |
| arm1_goal2 | To pay for personal self-improvement | |
| arm1_goal3 | To experience the excitement of investing | |
| arm1_goal4 | To start a new business | |
| arm1_goal5 | To buy a house | |
| arm1_goal6 | To help pay for kids' college education | |
| arm1_goal7 | To stop working and do something I love | |
| arm1_goal8 | To go on a dream vacation | |
| arm1_goal9 | To relocate in retirement | |
| arm1_goal10 | To care for my aging parents | |
| arm1_goal11 | To give to charity or other causes I care about | |
| arm1_goal12 | To feel secure about my finances in retirement | |
| arm1_goal13 | To feel secure about my current finances | |
| arm1_goal14 | To leave an inheritance to my loved ones | |
| arm1_goal15 | To retire early | |
| arm1_goal16 | To pay for future medical expenses | |
| arm1_goal17 | To not be a financial burden to my family as I grow older | |
| arm1_goals_order | order of goals | |
| arm2_001_least_answer | Least important | scenario least important |
| arm2_001_most_answer | Most important | scenario most important |
| arm3_001 | arm 3 goals | |
| arm3_goal1 | To be better off than my peers | |
| arm3_goal2 | To pay for personal self-improvement | |
| arm3_goal3 | To experience the excitement of investing | |
| arm3_goal4 | To start a new business | |
| arm3_goal5 | To buy a house | |
| arm3_goal6 | To help pay for kids' college education | |
| arm3_goal7 | To stop working and do something I love | |
| arm3_goal8 | To go on a dream vacation | |
| arm3_goal9 | To relocate in retirement | |
| arm3_goal10 | To care for my aging parents | |
| arm3_goal11 | To give to charity or other causes I care about | |
| arm3_goal12 | To feel secure about my finances in retirement | |
| arm3_goal13 | To feel secure about my current finances | |
| arm3_goal14 | To leave an inheritance to my loved ones | |
| arm3_goal15 | To retire early | |
| arm3_goal16 | To pay for future medical expenses | |
| arm3_goal17 | To not be a financial burden to my family as I grow older | |
| arm3_goal18 | Extra 1 | |
| arm3_goal19 | Extra 2 | |
| arm3_goal20 | Extra 3 | |
| arm3_goals_order | order of goals arm 3 | |
| investor_goal1 | Helps me stay in control of my emotions | |
| investor_goal2 | Has a good reputation and positive reviews | |
| investor_goal3 | Is knowledgeable on tax consequences of investing | |
| investor_goal4 | Can help me maximize my returns | |
| investor_goal5 | Is approachable and easy to talk to | |
| investor_goal6 | Helps me reach my financial goals | |
| investor_goal7 | Is easy to get a hold of | |
| investor_goal8 | Has a clear fee structure so I know what I’m paying for | |
| investor_goal9 | Understands me and my unique needs | |
| investor_goal10 | Uses up-to-date technology | |
| investor_goal11 | Acts as a coach/mentor to keep me on track | |
| investor_goal12 | Presents themselves in a professional manner | |
| investor_goal13 | Keeps my interests in focus with unbiased advice | |
| investor_goal14 | Communicates and explains financial concepts well | |
| investor_goal15 | Has the relevant skills and knowledge | |
| survey_arm | Indicates survey arm | survey arm |
| val001 | Do you currently have a financial advisor? | currently have a financial advisor |
| val001a | Do you consider yourself as an investor? | consider to be investor |
| val002_attribute_order | order of investor attributes |