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Principal Investigator(s): Barlow, Robin; Brazer, Harvey E.; 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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Barlow, Robin, Harvey E. 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?. doi:10.3886/ICPSR07429.v2
Persistent URL: http://doi.org/10.3886/ICPSR07429.v2
This study was funded by:
- National Science Foundation
- Ford Foundation
- Brookings Institution
Scope of Study
Subject Terms: affluence, capital gains, economic behavior, family income, financial management, income, income tax, investment returns, investments, investors, personal finances, personal wealth, savings, taxes, wealth
Universe: Residents of the continental United States who had incomes of $10,000 or higher in 1961.
Data Types: 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).
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
- 2010-03-02 SAS, SPSS, and Stata setups have been added to this data collection.
- Citations exports are provided above.
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