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©Spectrem Group 2017

May 2017


May 2017

• Smartphones• Mother’s Day

©Spectrem’s Millionaire Corner 2017


Table of Contents

• Methodology 4

• Smartphones 5-15

• What types of financial transactions do you conduct on your smartphone?

• What smartphone apps do you use to make financial transactions?

• Mother’s Day 16-31

• How do you celebrate Mother’s Day?

• How much do you spend on Mother’s Day gifts?

• What gifts do you usually buy for Mother’s Day?


Methodology

Investor Pulse from Spectrem Group is a monthly reading of investor attitudes. The report is fielded each month to a group of approximately 1,200 investors. A set of questions, which change monthly, is asked regarding interesting topical issues. The resulting research is analyzed and segmented by:

• Age

• Gender

• Household Net Worth

• Retirement Plan

• Marital Status

• Investment Knowledge

• Household Income

• Political Party

Spectrem Group conducts the survey through an online panel and specifically targets selected wealth segments. The survey is completed by the person primarily responsible for making the day-to-day financial decisions within the household.


Smartphones


24%

16%

32%

19%

29%

46%

0%

5%

10%

15%

20%

25%

30%

35%

40%

45%

50%

Pay monthlybills

Pay forincidentals

Make deposits Purchaseairplanetickets

Make retailpurchases

None of theabove

Totals

40%

13%20% 20%

33%

40%

30%

19%22%

14%

22%

54%

15%

8%

27%

21%

31%

58%

27%

16%

36%

18%

26%

40%

20% 20%

36%

23%

35%

42%

0%

10%

20%

30%

40%

50%

60%

70%

Pay monthly bills Pay forincidentals

Make deposits Purchaseairplane tickets


None of theabove

By Net Worth

<$100K $100K-$500K $500k-$1MM $1MM-$5MM >$5MM

What Type of Financial Transactions do You Conduct on Your Smartphone?

(asked of those with smartphones)


29%

19%

33%

22%

30%

42%

13%10%

32%

14%

27%

53%

0%

10%

20%

30%

40%

50%

60%

Pay monthly bills Pay for incidentals Make deposits Purchase airplanetickets


None of the above

By Retirement Status

Working/semi-retired Retired

33%

11%

33%

11%

33%

56%

32% 32%

41%

27%

41%

23%22%

15%

31%

19%

27%

48%

0%

10%

20%

30%

40%

50%

60%



None of the above

By Occupation

Business Owner Corporate Executive Other Occupations




23%

17%

33%

20%

29%

45%

24%

12%

27%

15%

24%

54%

0%

10%

20%

30%

40%

50%

60%



None of the above

By Marital Status

Married Not Married

30%

15%

40%

24% 23%

37%

21%18%

30%

18%

35%

48%

17%

10%

22%

12%

20%

59%

0%

10%

20%

30%

40%

50%

60%

70%



None of the above

By Investment Knowledge

Very Knowledgeable Some Knowledge Little/No Knowledge




16%12%

18%

12%

22%

57%

24%

15%

35%

19%

30%

43%

26%

19%

36%

23%

30%

44%

0%

10%

20%

30%

40%

50%

60%



None of the above

By Household Income

Less than $100K $100K-$199K $200K or More

50%

33%

67%

42%38%

17%

45%

32%

42%

23% 23%

35%

21%

10%

25%

15%

36%

44%

15%12%

28%

16%

25%

54%

0%

10%

20%

30%

40%

50%

60%

70%



None of the above

By Age

40 and Younger 41-50 51-60 60 and Older




33%

19%

38%

24%

32%

40%

18% 17%

29%

19%

27%

49%

19%

4%

35%

8%

27%

50%

0%

10%

20%

30%

40%

50%

60%



None of the above

By Risk Tolerance

Very Aggressive/Aggressive Moderate Conservative

32%

19%

43%

25%

36%38%

15% 16%

22%

12%

22%

54%

21%

13%

31%

18%

27%

47%

0%

10%

20%

30%

40%

50%

60%



None of the above

By Political Party

Republican Democrat Independent/Other




5%

16%

3%

23%

4%7%

56%

0%

10%

20%

30%

40%

50%

60%

Quickpay(Chase)

Apple Pay Android Pay Pay Pal GoogleWallet

Other None of theabove

Totals

7% 7%

0

27%

0 0

67%

5%

16%

3%

19%

03%

57%

4%6%

0

19%

2%

10%

65%

4%

19%

3%

25%

5% 4%

57%

4%

22%

7%

24%

6%

15%

45%

0%

10%

20%

30%

40%

50%

60%

70%

Quickpay (Chase) Apple Pay Android Pay Pay Pal Google Wallet Other None of theabove

By Net Worth

<$100K $100K-$500K $500k-$1MM $1MM-$5MM >$5MM

What Smartphone Apps do You Use to Make Financial Transactions?(Among those with smartphones)


5%

18%

4%

25%

5% 7%

52%

4%

15%

2%

19%

2%8%

61%

0%

10%

20%

30%

40%

50%

60%

70%



Working/Semi-retired Retired

11%

33%

11%

0

11%

22%

33%

0

23%

5%

27%

5%9%

45%

5%

16%

3%

23%

4%7%

57%

0%

10%

20%

30%

40%

50%

60%


By Occupation




5%

18%

3%

22%

4%8%

53%

2%

10%5%

27%

7% 5%

66%

0%

10%

20%

30%

40%

50%

60%

70%


By Marital Status

Married Not Married

7%

25%

4%

31%

7% 5%

48%

4%

14%

4%

21%

3%9%

54%

2%

12%

2%

12%

2%7%

73%

0%

10%

20%

30%

40%

50%

60%

70%

80%






2%

12%

4%

20%

04%

61%

7%

17%

3%

22%

3%

9%

55%

3%

21%

4%

26%

9% 8%

53%

0%

10%

20%

30%

40%

50%

60%

70%


By Household Income


8%

33%

4%

42%

4% 4%

38%

3%

28%

3%

31%

9%6%

41%

7%

13%

7%

30%

7% 8%

48%

3%

14%

2%

15%

2%

8%

65%

0%

10%

20%

30%

40%

50%

60%

70%


By Age




6%

26%

2%

32%

7% 8%

41%

3%

14%

4%

17%

3%

9%

62%

8%4% 4%

27%

4%0

62%

0%

10%

20%

30%

40%

50%

60%

70%


By Risk Tolerance


9%

21%

3%

24%

3%

10%

49%

4%

12%

4%

27%

4% 5%

57%

1%

17%

3%

18%

5% 7%

59%

0%

10%

20%

30%

40%

50%

60%

70%


By Political Party




Mother’s Day


18%

26%

35%

6%

29%

0%

5%

10%

15%

20%

25%

30%

35%

40%

Brunch Dinner Family gathering Other I don't celebrateMother's Day

Totals

18% 18%

42%

8%

31%

16%

30%

35%

6%

29%

18%

26%

40%

4%

28%

18%

28%

34%

6%

28%

23% 22%

31%

8%

32%

0%

5%

10%

15%

20%

25%

30%

35%

40%

45%


By Net Worth

<$100K $100K-$500K $500k-$1MM $1MM-$5MM >$5MM

How do You Celebrate Mother’s Day?


29%

13%

24%

5%

37%

22%20%

37%

3%

24%

18%

28%

35%

6%

29%

0%5%

10%15%20%25%30%35%40%


By Occupation


19%

30%

38%

5%

24%

15% 15%

22%

9%

50%

0%

10%

20%

30%

40%

50%

60%


By Marital Status

Married Not Married



12%

25%

36%

8%

31%

20%

30%

35%

5%

26%24%

22%

33%

5%

32%

0%

5%

10%

15%

20%

25%

30%

35%

40%


By Household Income


30%

43%

32%

6%

21%23%

32%

41%

4%

17%

21%

25%

39%

5%

26%

16%

25%

33%

7%

33%

0%

5%

10%

15%

20%

25%

30%

35%

40%

45%

50%


By Age




25%

28%

38%

6%

23%

16%

28%

33%

6%

32%

17%

21%

37%

6%

28%

0%

5%

10%

15%

20%

25%

30%

35%

40%


By Risk Tolerance


18%

27%

40%

6%

24%22%

24%

30%

3%

36%

16%

29%

33%

7%

30%

0%

5%

10%

15%

20%

25%

30%

35%

40%

45%


By Political Party




18%

28% 28%

19%

5%

2%

0%

5%

10%

15%

20%

25%

30%

$0 $50 - $99 $1 to $49 $100-$199 $200-$299 $300 or more

Totals

16%

33% 33%

18%

0 0

18%

29%

38%

13%

2%0

23% 22%

34%

16%

6%

0

17%

30%

22%21%

6%

3%

14%

26%

22% 22%

10%

6%

0%

5%

10%

15%

20%

25%

30%

35%

40%

45%

$0 $50 - $99 $1 to $49 $100-$199 $200-$299 $300 or more

By Net Worth

<$100K $100K-$500K $500k-$1MM $1MM-$5MM >$5MM

How Much do You Spend on Mother’s Day Gifts?


11%

30%28%

22%

7%

3%

31%

23%26%

13%

4%2%

0%

5%

10%

15%

20%

25%

30%

35%

$0 $50 - $99 $1 to $49 $100-$199 $200-$299 $300 or more

By Gender

Male Female

25%

21%

8%

21%

25%

0

14%

34%

18%

23%

5%7%

18%

27%29%

18%

5%2%

0%

5%

10%

15%

20%

25%

30%

35%

40%

$0 $50 - $99 $1 to $49 $100-$199 $200-$299 $300 or more

By Occupation




12%

29%26%

22%

8%

3%

25% 26%28%

15%

3% 2%

0%

5%

10%

15%

20%

25%

30%

35%

$0 $50 - $99 $1 to $49 $100-$199 $200-$299 $300 or more



17%

29% 28%

19%

6%3%

27%

20%

25%

18%

8%

2%

0%

5%

10%

15%

20%

25%

30%

35%

$0 $50 - $99 $1 to $49 $100-$199 $200-$299 $300 or more

By Marital Status

Married Not Married



13%

32%

16%

22%

11%

6%

16%

27%

32%

18%

5%

1%

30%

22%

29%

15%

2%1%

0%

5%

10%

15%

20%

25%

30%

35%

$0 $50 - $99 $1 to $49 $100-$199 $200-$299 $300 or more



25%

21%

37%

14%

2%0%

16%

33%

25%

18%

6%

1%

11%

25%

17%

27%

10% 9%

0%

5%

10%

15%

20%

25%

30%

35%

40%

$0 $50 - $99 $1 to $49 $100-$199 $200-$299 $300 or more

By Household Income




2%

21%

31%

29%

10%

7%9%

28%

22%

26%

10%

4%

13%

31%29%

18%

7%

1%

23%

27% 27%

17%

4%2%

0%

5%

10%

15%

20%

25%

30%

35%

$0 $50 - $99 $1 to $49 $100-$199 $200-$299 $300 or more

By Age


12%

29%

26%

21%

7%

4%

19%

27% 28%

19%

6%

2%

24%26%

28%

15%

4%2%

0%

5%

10%

15%

20%

25%

30%

35%

$0 $50 - $99 $1 to $49 $100-$199 $200-$299 $300 or more

By Risk Tolerance




17%

30%

26%

16%

6%

4%

24%

27%

22%20%

6%

2%

14%

25%

32%

21%

5%

2%

0%

5%

10%

15%

20%

25%

30%

35%

$0 $50 - $99 $1 to $49 $100-$199 $200-$299 $300 or more

By Political Party




39%

6% 7% 6%

42%

0%

5%

10%

15%

20%

25%

30%

35%

40%

45%

Flowers Jewelry Clothing Trip/Vacation Other

Totals

38%

7% 7%

4%

44%41%

4% 4%6%

44%

39%

6%8%

4%

43%

36%

6% 7% 8%

43%43%

6%9%

7%

36%

0%

5%

10%

15%

20%

25%

30%

35%

40%

45%

50%


By Net Worth

<$100K $100K-$500K $500k-$1MM $1MM-$5MM >$5MM

What Gifts do You Usually Buy for Mother’s Day?(Among those who celebrate and spend money on Mother’s Day)


41%

5% 6% 8%

39%34%

6% 8%

3%

49%

0%

10%

20%

30%

40%

50%

60%


By Gender

Male Female

37%

3%

10%

3%

47%

34%

16%

10%8%

32%

39%

5% 7% 7%

42%

0%

10%

20%

30%

40%

50%


By Occupation




45%

6%8%

5%

36%32%

6% 5%9%

49%

0%

10%

20%

30%

40%

50%

60%




41%

6% 7% 8%

38%

30%

4% 6%3%

57%

0%

10%

20%

30%

40%

50%

60%


By Marital Status

Married Not Married



36%

4%6% 6%

48%

40%

5% 7% 7%

42%42%

9% 9% 7%

33%

0%

10%

20%

30%

40%

50%

60%


By Household Income


48%

10%8%

4%

31%

44%

13%

17%

3%

23%

41%

6% 7% 6%

40%36%

4% 5%8%

47%

0%

10%

20%

30%

40%

50%

60%


By Age




40%

6% 6%8%

40%

35%

6%8%

5%

45%

41%

4%8%

6%

42%

0%

5%

10%

15%

20%

25%

30%

35%

40%

45%

50%


By Political Party



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