Consumer Wealth:
The Unequal 2011-2017 Economic Recovery & the Percevied Baby Boomer Retirement Crisis

Recently Released!!!
Date Published: September 14, 2017
Summary Power Point Deck: 95 Slides
Reference Power Point Deck: 266 Slides

The purpose of this research is to provide readers with a comprehensive understanding of the vast amount of consumer wealth, consumers' financial concerns & savings goals, the perceived baby boomer retirement crisis, the impacts of the 2008-2011 declines in both the stock markets and home equity, and the current status of the unequal 2011-2017 recovery. This research is part of Tiburon's coverage of key driving factors.

This research starts with the historical account of the evolution of consumer wealth, including these phases:

  • Emergence Phase
  • Rapid Growth Phase
  • Re-Set Phase

This research outlines the numbers of consumers & consumer households, summarizes their financial concerns & savings goals, and analyzes the case made for Baby Boomers' continuing retirement crisis, including:

  • Concentration of Consumer Wealth
  • Decline in Pension Plans & Retiree Benefits
  • Social Security & Medicare Challenges
  • Depressed Savings Rate
  • Lack of Significant World War II Generation Wealth Transfer
  • Longer Life Expectancies
  • Increased Health Care Costs

This research highlights consumer wealth facts & figures based on the key data from the Federal Reserve's flow-of-funds report, including:

  • Investable Assets
  • Financial Assets
  • Assets
  • Liabilities
  • Net Worth

The research concludes with several predictions for consumer wealth, including:

  • Growth in the Number of Consumers & Consumer Households
  • Consistent Financial Concerns & Savings Goals
  • Increased Consumer Savings Rate
  • Growth in Consumer Wealth
  • Delayed Retirements
  • Focus on Retirement Income & Retirement Paychecks
  • Focus on Longevity Planning
  • Baby Boomers Liquidations

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