E*TRADE Financial Holdings, LLC and Important Notices

Amid Year-End Market Volatility, E*TRADE Study Reveals Spike in Investor Satisfaction With Investment Decisions

Retrieved on: 
Monday, December 20, 2021
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Results shed light on investor decisions regarding 2021 and their financial resolutions for 2022:

Key Points: 
  • Results shed light on investor decisions regarding 2021 and their financial resolutions for 2022:
    This press release features multimedia.
  • And many will seek a hybrid approach of both digital tools and professional advice to assess their yearly performance.
  • And though weve experienced a robust bull market, this final quarter of 2021 has shown were not immune to volatility.
  • Routinely checking in on allocations and rebalancing when needed can help keep your portfolio aligned with your investment strategy.

E*TRADE Study Reveals Young Investors Feel Financially Prepared and Ready to Spend This Holiday Season as Pandemic Fears Dim

Retrieved on: 
Monday, November 22, 2021
Banking, Professional Services, Finance, Holiday, Female, Twitter, Millennials, Investment, Investment strategy, E, LLC, Multimedia, E-Trade, Life, Generation Z, Male, E*TRADE, Goal, StreetWise, Financial services, Life insurance, Bank, Financial adviser, the Survey, E*TRADE Financial Holdings, LLC and Important Notices, THE SURVEY, E*TRADE FINANCIAL HOLDINGS, LLC AND IMPORTANT NOTICES

Results suggest young investors feel confident in their finances and are feeling ready to spend this holiday season:

Key Points: 
  • Results suggest young investors feel confident in their finances and are feeling ready to spend this holiday season:
    This press release features multimedia.
  • The majority of investors under the age of 34 (93%) said they feel financially prepared for the holiday season.
  • Though young investors are more likely to withdraw from an investment portfolio to fund holiday spending.
  • Among the reasons why young investors have withdrawn early from a retirement account, holiday expenses ranked last (10%).

E*TRADE Study Reveals Bullish Sentiment Drops Significantly Amid Inflation Fears

Retrieved on: 
Monday, October 18, 2021
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For the first time since the onset of the pandemic, bullish sentiment decreaseddown 11 percentage points to 54%.

Key Points: 
  • For the first time since the onset of the pandemic, bullish sentiment decreaseddown 11 percentage points to 54%.
  • And investors are significantly less likely to think the market will end in the green this quarter, down 14 percentage points from last quarter to 58%.
  • Two out of three (66%) investors think that volatility will rise over the next quarter, up 2 percentage points from last quarter.
  • Over half of investors (52%) are most concerned about inflation when it comes to portfolio risks, followed by market volatility (41%).

E*TRADE Study Suggests Young Investors Want Professional Guidance as Much as Digital Content

Retrieved on: 
Tuesday, September 28, 2021
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As more young investors become engaged with the market, results reveal that interest in professional investment guidance matches interest in learning from digital tools:

Key Points: 
  • As more young investors become engaged with the market, results reveal that interest in professional investment guidance matches interest in learning from digital tools:
    This press release features multimedia.
  • View the full release here: https://www.businesswire.com/news/home/20210928006079/en/
    Young investors seek both professional advice and DIY digital tools.
  • This opinion shift comes amid increased retail engagement among young investors.
  • Mr. Loewengart offered additional advice to young investors who are at the early stages of their financial journeys:
    Take stock of your risk tolerance and goals.

E*TRADE Study Reveals the Wide Majority of Investors View Inflation as Transitory

Retrieved on: 
Tuesday, August 24, 2021
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View the full release here: https://www.businesswire.com/news/home/20210824005484/en/

Key Points: 
  • View the full release here: https://www.businesswire.com/news/home/20210824005484/en/
    The majority of investors believe inflation is transitory.
  • Almost four out of five investors (78%) are aligned with the Federal Reserves view that current inflation is transitory.
  • Inflation jumped to the top portfolio risk among investors (35%), increasing 21 percentage points from last quarter, followed by market volatility (27%), and coronavirus (23%).
  • Please rate how much you agree with the following statement about inflation: The current inflation our economy is experiencing is transitory.

E*TRADE Earns a Top Robo-Advisor Ranking From Barron’s & Backend Benchmarking

Retrieved on: 
Thursday, August 19, 2021
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E*TRADE Financial Holdings, LLC today announced it ranked in the top three best robo-advisors in the annual ranking by Barrons and Backend Benchmarking1.

Key Points: 
  • E*TRADE Financial Holdings, LLC today announced it ranked in the top three best robo-advisors in the annual ranking by Barrons and Backend Benchmarking1.
  • Backend Benchmarking gives E*TRADEs robo credit for offering quite a bit of value in light of its relatively low account minimum of $500 and below-average management fee of 0.3%.
  • The Best Robo-Advisors Right Now: Barrons Ranking and Backend Benchmarking Robo Ranking .
  • E*TRADE Financial, E*TRADE, and the E*TRADE logo are registered trademarks of E*TRADE Financial Holdings, LLC.

E*TRADE Study Reveals Significant Confidence Boost Among Millennial and Gen Z Investors

Retrieved on: 
Friday, June 4, 2021
Banking, Professional services, Finance, Demographics, Articles, Millennials, Generation Z, Confidence, Self, the Survey, E*TRADE Financial Holdings, LLC and Important Notices, THE SURVEY, E*TRADE FINANCIAL HOLDINGS, LLC AND IMPORTANT NOTICES

E*TRADE Financial Holdings, LLC today announced results from the most recent wave of StreetWise, the E*TRADE quarterly tracking study of experienced investors.

Key Points: 
  • E*TRADE Financial Holdings, LLC today announced results from the most recent wave of StreetWise, the E*TRADE quarterly tracking study of experienced investors.
  • Results show confidence spiked, risk tolerance grew, and engagement increased among Gen Z and Millennial investors during the pandemic:
    This press release features multimedia.
  • View the full release here: https://www.businesswire.com/news/home/20210604005083/en/
    Over a year into the pandemic, confidence has been building.
  • More than three quarters of Gen Z and Millennial investors (76%) said they trade at least once a week on their smart phone, up 14 percentage points from a year ago and 27 percentage points higher than the total.

E*TRADE Study Reveals Bullish Sentiment Hits Pre-Pandemic Levels as Positive Views on the Economy Improve Significantly

Retrieved on: 
Monday, April 12, 2021
Banking, Professional services, Finance, Stock market, Mathematical finance, Behavioral finance, Market sentiment, Investment, Volatility, Finance, Financial market, Money, Academic disciplines, the Survey, E*TRADE Financial Holdings, LLC and Important Notices

Results indicate investor views across the market and the economy improved:\nThis press release features multimedia.

Key Points: 
  • Results indicate investor views across the market and the economy improved:\nThis press release features multimedia.
  • Bullish sentiment increased 4 percentage points since last quarter to 61%\xe2\x80\x94matching pre-pandemic highs.\nAnd more believe the economy is in better shape.
  • Nearly half of investors (46%) would give the US economy an A or B grade, increasing 15 percentage points from Q1.\nCOVID concerns retreat while volatility concerns increase.
  • Dynata provides digital research data and has locations in the Americas, Europe, the Middle East and Asia-Pacific.

E*TRADE Study Reveals Early Retirement Withdrawals Drop Among Female Investors Year Over Year

Retrieved on: 
Thursday, March 11, 2021
Finance, Banking, Women, Consumer, Professional services, Loans, Mortgage loan, Investment, Subprime mortgage crisis, the Survey, E*TRADE Financial Holdings, LLC and Important Notices

With Womens History Month underway, the study looked at retirement savings trends among female investors:

Key Points: 
  • With Womens History Month underway, the study looked at retirement savings trends among female investors:
    This press release features multimedia.
  • And 30% of the total population has tapped into retirement funds early, down just 3 percentage points from last year.
  • Contributing more to a retirement account ranked as the top action female investors took (36%), followed by paying down personal debt (27%)compared to 34% and 23% of the total population, respectively.
  • Among female investors, the top barrier to saving for retirement is health care costs (47%), followed by rent or mortgage (41%).

Teamwork Makes the Dream Work: Coupled Parents Increasingly Working Together to Manage Finances Through Pandemic

Retrieved on: 
Friday, February 12, 2021
Consulting, Banking, Professional services, Finance, the Survey, E*TRADE Financial Holdings, LLC and Important Notices

View the full release here: https://www.businesswire.com/news/home/20210212005247/en/

Key Points: 
  • View the full release here: https://www.businesswire.com/news/home/20210212005247/en/
    More coupled parents frequently discuss finances and rely on each other as families juggle remote work and learning (Graphic: Business Wire)
    More parents value a helping hand from their spouse.
  • Over four out of five coupled parents (82%) say their spouse is helpful when it comes to financial decision-making, up 7 percentage points from last year.
  • Over two in five coupled parents (43%) said they feel guilty after making a financial decision without telling their partner, increasing 4 percentage points from last year.
  • Coupled parents are less okay handing over the reins on investment decision-making.