2025 Modern Wealth Survey

Survey shows that those who save, invest, and plan are more confident about reaching their financial goals.

Key findings

Two-thirds of Americans believe investing success today requires supplementing traditional investment products like stocks and bonds with new asset types, and two in five say the 60/40 portfolio is outdated.
More than 60% of Americans say today’s market environment demands a long-term view, and nearly 70% of investors say they have more patience now than when they started.
Two in five Americans see cryptocurrency as a good investment, and 65% of cryptocurrency investors plan to increase their holdings. Nearly half of American investors are interested in owning alternatives like private equity, hedge funds, and venture capital.

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Key findings

Americans say it takes more money to be financially comfortable today than it did a year ago, citing a range of factors in today’s economy.
Most people feel like wealth is achievable, but for many there are roadblocks.
Younger people are optimistic about gaining wealth and are taking action to save, invest, and create a formal financial plan.

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About the survey

The online survey was conducted by Logica Research from April 24, 2025, to May 23, 2025, among a national sample of 2,000 Americans aged 21 to 75. An additional 200 Gen Z and 200 current crypto investors completed the study. Quotas were set to balance the national sample on key demographic variables.

Media Contact: Hibah Shariff