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Recent changes in U.S. family finances: evidence from the 1998 and 2001 Survey of Consumer Finances

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Author Info
Ana M. Aizcorbe
Arthur B. Kennickell
Kevin B. Moore

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Abstract

Data from the Federal Reserve Board's Survey of Consumer Finances show a striking pattern of growth in family income and net worth between 1998 and 2001. Inflation-adjusted incomes of families rose broadly, although growth was fastest among the group of families whose income was higher than the median. The median value of family net worth grew faster than that of income, but as with income, the growth rates of net worth were fastest for groups above the median. The years between 1998 and 2001 also saw a rise in the proportion of families that own corporate equities either directly or indirectly (such as through mutual funds or retirement accounts); by 2001 the proportion exceeded 50 percent. The growth in the value of equity holdings helped push up financial assets as a share of total family assets despite a decline in the overall stock market that began in the second half of 2000. ; The level of debt carried by families rose over the period, but the expansion in equities and the increased values of principal residences and other assets were sufficient to reduce debt as a proportion of family assets. The typical share of family income devoted to debt repayment also fell over the period. For some groups, however--particularly those with relatively low levels of income and wealth--a concurrent rise in the frequency of late debt payments indicated that their ability to service their debts had deteriorated.

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Article provided by Board of Governors of the Federal Reserve System (U.S.) in its journal Federal Reserve Bulletin.

Volume (Year): (2003)
Issue (Month): Jan ()
Pages: 1-32
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Handle: RePEc:fip:fedgrb:y:2003:i:jan:p:1-32:n:v.89no.1

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Keywords: Consumer behavior ; Saving and investment ; Income;

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  1. Jonathan Crook & Stefan Hochguertel, 2007. "US and European Household Debt and Credit Constraints," Tinbergen Institute Discussion Papers 07-087/3, Tinbergen Institute. [Downloadable!]
  2. Jonathan Zinman, 2005. "Debit or credit?," Conference Series ; [Proceedings], Federal Reserve Bank of Boston. [Downloadable!]
  3. Jonathan Zinman, 2004. "Why use debit instead of credit? Consumer choice in a trillion-dollar market," Staff Reports 191, Federal Reserve Bank of New York. [Downloadable!]
  4. Katchova, Ani L., 2006. "The Economic Well-Being of Farm and Nonfarm Households: Evidence from Two National Surveys," 2006 Annual meeting, July 23-26, Long Beach, CA 21401, American Agricultural Economics Association (New Name 2008: Agricultural and Applied Economics Association). [Downloadable!]
  5. Luke Delorme, 2006. "Empirical Regularity Suggests Retirement Risks," Issues in Brief ib2006-41, Center for Retirement Research, revised Jan 2006. [Downloadable!]
  6. Jessica Holmes & Jonathan Isham & Ryan Petersen & Paul Sommers, 2005. "Does Relationship Lending Still Matter in the Consumer Banking Sector? Evidence from Two Financial Service Organizations in Vermont," Middlebury College Working Paper Series 0511, Middlebury College, Department of Economics. [Downloadable!]
  7. Hirokazu Ishise & Nao Sudo, 2008. "Inventory-Theoretic Model of Money Demand, Multiple Goods, and Price Dynamics," IMES Discussion Paper Series 08-E-19, Institute for Monetary and Economic Studies, Bank of Japan. [Downloadable!]
  8. Michael Haliassos & Christis Hassapis & Alex Karagrigoriou & George Kyriacou & Michalis C. Michael & George Syrichas, 2003. "Debts of Cyprus Households: Lessons from the First Cyprus Survey of Consumer Finances," Working Papers 0305, Central Bank of Cyprus. [Downloadable!]
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  9. Jeffrey R. Brown & Zoran Ivkovich & Paul A. Smith & Scott Weisbenner, 2004. "The Geography of Stock Market Participation: The Influence of Communities and Local Firms," NBER Working Papers 10235, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
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  10. Barry P. Bosworth & Ralph C. Bryant & Gary Burtless, 2004. "The Impact of Aging on Financial Markets and the Economy: A Survey," Working Papers, Center for Retirement Research at Boston College 2004-23, Center for Retirement Research. [Downloadable!]
  11. Alex Karagrigoriu & Ilia Vonta, 2006. "On Distributional Changes of Financial Characteristics in Cyprus: What Does the Survey of Consumer Finances Say?," Financial Theory and Practice, Institute of Public Finance, vol. 30(4), pages 380-403. [Downloadable!]
  12. Sarah Brown & Karl Taylor, 2005. "Household Debt and Financial Assets: Evidence from Great Britain, Germany and the United States," Discussion Papers in Economics 05/5, Department of Economics, University of Leicester. [Downloadable!]
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