Information sources used for investment decisions in the U.S. 2020, by experience

The type of sources used to seek information before making investment decisions differ between investors with different experience levels. Holdover account owners tended to use financial professionals to a larger extent, while experienced entrants more commonly use annual reports or company websites, or other personal research. The most used source of information among new investors was friends or family, with 38 percent. Only 24 percent of holdover account owners used this as a source of information before making investment decisions.

在投资决策前，不同经验水平的投资者所采用的信息来源类型存在差异。持续账户的持有者倾向于更大程度上依赖金融专业人士，而经验丰富的投资者则更常使用年度报告或公司网站，以及其他个人研究。新投资者中最常用的信息来源为亲朋好友，占比高达38%。仅有24%的持续账户持有者在做出投资决策前采用这一信息来源。