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Name
Label/Question

STUDY NUMBER (731)

Taken from: Economic Behavior of the Affluent, 1964.

CARD NUMBER(1)

Taken from: Economic Behavior of the Affluent, 1964.

INTERVIEW NUMBER

Taken from: Economic Behavior of the Affluent, 1964.

PURPOSES FOR SAVINGS(1)

Q.A1A2 Different people have different reasons for saving. In your case, what are the purposes for saving? Anything else?

Taken from: Economic Behavior of the Affluent, 1964.

PURPOSES FOR SAVINGS(2)

Q.A1A2 Different people have different reasons for saving.In your case, what are the purposes for saving? Anything else?

Taken from: Economic Behavior of the Affluent, 1964.

PURPOSES FOR SAVINGS(3)

Q.A1A2 Different people have different reasons for saving.In your case, what are the purposes for saving? Anything else?

Taken from: Economic Behavior of the Affluent, 1964.

WHAT CONSIDER WHEN SAVING(1)

Q.A3 What kinds of things do you consider when deciding where to put money you don't plan to spend right away?

Taken from: Economic Behavior of the Affluent, 1964.

WHAT CONSIDER WHEN SAVING(2)

Q.A3 What kinds of things do you consider when deciding where to put money you don't plan to spend right away?

Taken from: Economic Behavior of the Affluent, 1964.

HAVE SAVINGS,INVESTMNTS,RESERVES

Q.A4 Do you (and your immediate family) have any savings, investments, or reserve funds?

Taken from: Economic Behavior of the Affluent, 1964.

SAVINGS/INVEST/RESERVE WORTH 1,000

Q.A5 Would they be worth $1000 or more, altogether?

Taken from: Economic Behavior of the Affluent, 1964.

SATISFIED WITH DIVERSIFICATION

Q.A6 Some people are not fully satisfied with the way their funds are distributed among the various investments. Are you fully satisfied or not? ... (view details)

Taken from: Economic Behavior of the Affluent, 1964.

IF NO TO QA6, WHY NOT(1)

Q.A7 How is this - could you tell me about it?

Taken from: Economic Behavior of the Affluent, 1964.

IF NO TO QA6, WHY NOT(2)

Q.A7 How is this - could you tell me about it?

Taken from: Economic Behavior of the Affluent, 1964.

HOW FREQ REVIEW SAVINGS PLAN

Q.A8 How frequently do you review where your savings are invested to determine if you would like to make any changes?

Taken from: Economic Behavior of the Affluent, 1964.

HOW IMP:RATE OF RETURN

Here are some of the things people tell us are important to them in managing their investments. How important is each one of these things to you? Q.A9 How about high rate of return (rent,interest,dividents,profit)? ... (view details)

Taken from: Economic Behavior of the Affluent, 1964.

HOW IMP:RISK FACTOR

Here are some of the things people tell us are important to them in managing their investments. How important is each one of these things to you? Q.A10 How about safety(absence of risk)? ... (view details)

Taken from: Economic Behavior of the Affluent, 1964.

HOW IMP:LIQUIDITY

Here are some of the things people tell us are important to them in managing their investments. How important is each one of these things to you? Q.A11. How about liquidity (ease of cashing)? ... (view details)

Taken from: Economic Behavior of the Affluent, 1964.

HOW IMP:CAPITAL GAINS

Here are some of the things people tell us are important to them in managing their investments. How important is each one of these things to you? Q.A12 How about capital gains (things that will increase in value)? ... (view details)

Taken from: Economic Behavior of the Affluent, 1964.

HOW IMP:ELSE

Q.A13 Is there anything else important to you in managing your investments?

Taken from: Economic Behavior of the Affluent, 1964.

WHAT IS ELSE(1)

Q.A14. What is it?

Taken from: Economic Behavior of the Affluent, 1964.

WHAT IS ELSE(2)

Q.A14. What is it?

Taken from: Economic Behavior of the Affluent, 1964.

FUNDS AVAILABLE FOR OPPORTUNITIES

Q.A15 Do you have some funds which you have set aside just to take advantage of opportunities that may come along, even if they are a bit speculative? ... (view details)

Taken from: Economic Behavior of the Affluent, 1964.

HAVE BENEFICIAL INT IN TRUST FUND

Q.A16 Do you or any of your immediate family have a beneficial interest in a trust fund?

Taken from: Economic Behavior of the Affluent, 1964.

ANY CONTROL OVER TRUST FUND INVESTM

Q.A17 Do you have any control over how it is invested?

Taken from: Economic Behavior of the Affluent, 1964.

JOINT SAVINGS W/PERSNS NOT LIVING W/YOU

Q.A18 Do you have some things that you jointly owned with friends or with relatives who do not live with you?

Taken from: Economic Behavior of the Affluent, 1964.

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