business woman in front of laptop at window talking on phone (Photo: Shutterstock)

Most investors are feeling good about their financial prospects, according to a survey from the Investments & Wealth Institute that was issued at the start of the COVID-19 pandemic. Of the investors surveyed, 50% are expecting positive rates of return in their portfolios while only a third of them are expecting declines over the next 12 months.

“Except where there may be extreme market declines of 50 percent or more, investors seem secure about their futures, their retirements, and their advisors,” the survey found. Specifically, 25% of investors are expecting a rate of return between 1% and 9%, 16% are expecting a rate of return between 10% and 19%, and 9% are expecting a rate of return at least 20%.

Complete your profile to continue reading and get FREE access to, part of your ALM digital membership.

Your access to unlimited content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Critical information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
  • Exclusive discounts on ALM, BenefitsPRO magazine and events.
  • Access to other award-winning ALM websites including and

Already have an account?


Join BenefitsPRO

Don’t miss crucial news and insights you need to navigate the shifting employee benefits industry. Join now!

  • Unlimited access to - your roadmap to thriving in a disrupted environment
  • Access to other award-winning ALM websites including and
  • Exclusive discounts on and ALM events.

Already have an account? Sign In Now
Join BenefitsPRO

Copyright © 2023 ALM Global, LLC. All Rights Reserved.