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Economic Behavior of the Affluent, 1964 (ICPSR 7429)

Principal Investigator(s): Barlow, Robin; Brazer, Harvey; Morgan, James N.


This study investigated high-income individuals in their roles as investors and workers. Questions were asked about savings objectives and investment policies, trust fund ownership, delegation of investment management, sources of information on investing, kinds of assets held, reasons for choosing particular assets, gifts and inheritances received, philanthropic giving and gifts to relatives, and capital gains and losses. Respondents' acquisition, handling, and expected disposition of assets were also explored, along with factors affecting portfolio decisions and the work effort of heads of households and their spouses. Finally, information was collected on occupation and work experience of both family head and spouse, family income and income patterns, and taxes and tax considerations, as well as structure and social characteristics of the family. Demographic data on respondents include sex, race, year of birth, marital status, number of dependents, level of education, religious preference, and political identification.

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Study Description


Barlow, Robin, Harvey Brazer, and James N. Morgan. Economic Behavior of the Affluent, 1964. ICPSR07429-v2. Ann Arbor, MI: Inter-university Consortium for Political and Social Research [distributor], 197?. https://doi.org/10.3886/ICPSR07429.v2

Persistent URL: https://doi.org/10.3886/ICPSR07429.v2

Export Citation:

  • RIS (generic format for RefWorks, EndNote, etc.)
  • EndNote XML (EndNote X4.0.1 or higher)


This study was funded by:

  • National Science Foundation
  • Ford Foundation
  • Brookings Institution

Scope of Study

Subject Terms:    affluence, capital gains, economic behavior, financial management, income, income tax, investment returns, investments, investors, personal finances, personal wealth, savings, taxes, wealth

Time Period:   

  • 1964

Date of Collection:   

  • 1964 (spring)

Universe:    Residents of the continental United States who had incomes of $10,000 or higher in 1961.

Data Type(s):    survey data

Data Collection Notes:

Each case was weighted according to the number of income dollars it represented, thus allowing responses to be assessed in proportion to the aggregate income of individuals earning $10,000 and over.


Sample:    Representative sample of the targeted population. Details regarding the sampling procedure are provided in ECONOMIC BEHAVIOR OF THE AFFLUENT (see Related Publications).

Data Source:

personal interviews

Extent of Processing:   ICPSR data undergo a confidentiality review and are altered when necessary to limit the risk of disclosure. ICPSR also routinely creates ready-to-go data files along with setups in the major statistical software formats as well as standard codebooks to accompany the data. In addition to these procedures, ICPSR performed the following processing steps for this data collection:

  • Created variable labels and/or value labels.


Original ICPSR Release:   1984-05-11

Version History:

  • 2010-03-02 SAS, SPSS, and Stata setups have been added to this data collection.

Related Publications



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