William Finnegan

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  Baby Boomers Unprepared for Retirement, MFS Survey Finds

  By Marlene Y. Satter, AdvisorOne  |  November 14, 2012

  Even though they don’t really believe it will be there to provide them benefits throughout their retirement, many baby boomers are looking to Social Security to provide a major part of post-retirement income and have failed to save or plan adequately for a jobless future.

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  Third of Young Investors Say They Will ‘Never Feel Comfortable’ Buying Stocks

  By Danielle Andrus, AdvisorOne  |  June 13, 2012

  Investors are overwhelmed and intimidated by the complexity of investment products, as well as the sheer number of choices available to them, the MFS Sentiment Survey found.

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  Investors More Concerned About Inflation Than Advisors, MFS Survey Finds

  By John Sullivan, AdvisorOne  |  April 4, 2012

  Investors are more concerned about inflation over the next 12 months than their financial advisors think, according to the latest results from the MFS Investing Sentiment Survey.

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  Gen Y, Boomers Share Similar Asset Allocations, Investment Styles: Fidelity

  By Danielle Andrus, AdvisorOne  |  November 28, 2011

  Gen Y workers in higher education retirement plans tend to be as conservative as their older counterparts a Fidelity survey released Monday found.

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  Advisors Are Growing as Pessimistic as Their Clients: MFS Investment Survey

  By Joyce Hanson, AdvisorOne  |  November 16, 2011

  Financial advisors have grown 'decidedly more pessimistic' about the U.S. economy in 2011, closing the gap that existed earlier in the year between advisors and their clients, says a new MFS survey.

• The 5 Faces of Gen Y Investors

  By John Sullivan, AdvisorOne  |  September 6, 2011

  Generation Y investors are conservative investors and invest more like their Baby Boomer parents, despite their long-term time horizon, according to the MFS Investing Sentiment Survey.

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  Boomers Gloomier Than Gen X/Y on Retirement

  By Marlene Y. Satter, AdvisorOne  |  April 14, 2011

  According to a study released Tuesday by MFS Investment Management, baby boomers are definitely feeling the heat in the markets and are worrying about the feasibility of retirement, while Gen X/Y investors are both saving and investing more, indicative of higher confidence levels.

• Advisors and Investors Not in Sync on Risk, Equities & More

  By Janet Levaux, AdvisorOne  |  March 21, 2011

  A survey released by MFS finds big differences between FAs and their clients.