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Economic Behavior of the Affluent, 1964

Resource Type
Dataset : survey data
  • Barlow, Robin
  • Brazer, Harvey E.
  • Morgan, James N.
Other Title
  • Version 2 (Subtitle)
Publication Date
Funding Reference
  • National Science Foundation
  • Ford Foundation
  • Brookings Institution
Free Keywords
affluence; capital gains; economic behavior; family income; financial management; income; income tax; investment returns; investments; investors; personal finances; personal wealth; savings; taxes; wealth
  • Abstract

    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.
  • Methods

    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..
  • Table of Contents


    • DS1: Dataset
Temporal Coverage
  • Time period: 1964
Sampled Universe
Residents of the continental United States who had incomes of $10,000 or higher in 1961.
Representative sample of the targeted population. Details regarding the sampling procedure are provided in ECONOMIC BEHAVIOR OF THE AFFLUENT (see Related Publications).
Collection Mode
  • 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.

2010-03-02 SAS, SPSS, and Stata setups have been added to this data collection. Funding insitution(s): National Science Foundation. Ford Foundation. Brookings Institution.
This study is freely available to ICPSR member institutions via web download.
Alternative Identifiers
  • 7429 (Type: ICPSR Study Number)
  • Is new version of
    DOI: 10.3886/ICPSR07429.v1
  • Kessler, Denis, Masson, Andre. Bequest and Wealth Accumulation: Are Some Pieces of the Puzzle Missing?. Journal of Economic Perspectives.3, (3), 141-152.1989.
    • ID: 10.1257/jep.3.3.141 (DOI)
  • Barlow, Robin, Brazer, Harvey E., Morgan, James N.. Economic Behavior of the Affluent. Studies of Government Finance.Washington, DC: Brookings Institution. 1966.

Update Metadata: 2015-08-05 | Issue Number: 6 | Registration Date: 2015-06-15

Barlow, Robin; Brazer, Harvey E.; Morgan, James N. (1984): Economic Behavior of the Affluent, 1964. Version 2. Version: v2. ICPSR - Interuniversity Consortium for Political and Social Research. Dataset.