Table of Contents of Most Recent Survey

Page # Exhibit #
Executive Summary 4-5 —
Introduction: Background, Methodology, Respondent Profile, Historical Background, Index Explanation 6-9 —
Survey Highlights 10-17 —
Respondent Profile 18-19 1-2
Assessment of Current Business Conditions 20 3
Affluent Consumer Expectations (ACE) for Economy, Stock Market, and Household Income 21-22 —
Future Business Conditions 21 4
Expectations for Stock Market and Household Income 21 5-6
Affluent Consumer Expectations (ACE) Economic Indexes by Selected Demographic Segments 22 7
Historic Affluent Consumer Expectations (ACE): Stock Market, Net Worth, Household Income Indexes 23-25 8-10
Outlook for Changes in Savings/Investments 26-27 —
Expectation of Changes in Household Savings in 2014 and Index for Change in Savings 26 11-12
Historical Index for Change in Savings 27 13
Primary Investment Objectives and Net Worth Expectations 28-30 14-16
Plans to Purchase 8 Major Items in Next 12 Months by Demographics and Historic Intentions 31-33 17-19
Expected Changes in Spending for 17 Products and Services 34-42 —
Expected Changes in Spending During Next 12 Months 34 20
Historic Indexes for Expected Changes in Spending 35-40 21-26
Change in Spending Indexes for 17 Products and Services by Selected Demographic Segments 41 27
Historic Spending Indexes for Home Durables, Leisure, and Vacation Travel 42 28
Impact of Economic Conditions on Spending by the Affluent 43- 46 —
Actions Taken (or Not) to Reduce Household Expenditures by Selected Demographic Segments 43 29
Historic Actions Taken (or Not) to Reduce or Defer Expenditures 44 30
Major Expenditures in Next 12 Months 45 31
Indexes for Expected Changes in Spending During Next 12 Months for 17 Products and Services 46 32
Expected Spending for Holiday Gifts 47-52 33-38
Gift Card and Cash Gifts 53-58 39-44
Awareness and Purchases from 18 Fine Jewelry Brands 59-64 45-50
About The American Affluence Research Center 65 —
Mailing Lists of the Affluent 66 —

 

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