Affluent Investor Confidence Up



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June 18, 2013 4:21 PM

Retirement plan participants express significant health concerns. What steps are these investors taking to live a healthier lifestyle? And how can financial providers and advisors contribute to the conversation? Learn more. 

June 17, 2013 2:14 PM

In recent years, the "green movement" has gained popularity in the media, so what steps are investors taking (or not taking) to be more environmentally friendly? Read more. 

June 5, 2013 10:57 AM

Retirees seeking information about Social Security benefits less likely to look online for their information.  Learn more. 

June 5, 2013 10:35 AM

Over 40 percent of millionaires with $5 million to $25 million in investable assets describe themselves as “very knowledgeable” about investing.   How does this correlate to their level of wealth?  

June 5, 2013 10:11 AM

The Spectrem Affluent Household Outlook saw its highest reading in over a year.  Learn more.

June 5, 2013 9:55 AM

What was the answer most commonly received by Affluent investors when asked which news story has most affected their economic outlook?  

June 4, 2013 4:13 PM

How can financial providers make better connections with High Net Worth Millennial investors? Explore Spectrem's new infographic to learn more about this upcoming generation of investors. 

May 29, 2013 12:17 PM

Stock mutual funds gain appeal among non-Millionaire investors. Learn more. 

May 29, 2013 12:13 PM

Stock market gains appear to boost investor confidence. Learn more. 

 

May 29, 2013 12:10 PM

No self-esteem issues among Millennial Millionaire investors. Learn more. 

May 29, 2013 11:55 AM

A large majority of participants in 401(k) plans say they haven't saved enough to live comfortably in retirement. Learn more. 

May 29, 2013 11:31 AM

There's little generation gap among investors when it comes to advisor preferences. Learn more. 

May 22, 2013 1:47 PM

Ultra High Net Worth Entrepreneurs tend to see luck and serendipity as playing a more significant role in their financial success. Learn more. 

May 22, 2013 1:22 PM

Certain apsects of life appear less stressful for retired Millionaires. What worries take on greater significance? 

May 22, 2013 1:02 PM

Certain groups of investors report especially high levels of satisfaction with their financial advisors. Which clients tend to be the happiest? 

May 22, 2013 12:35 PM

Who are more confident about their retirement readiness - men or women? Find out. 

May 22, 2013 12:16 PM

A small share of Millionaires are in their late 20s and early 30s. Learn more about the Millennial Millionaire 

May 14, 2013 4:02 PM

Job seekers should expect little sympathy from the senior citizens in their lives. Learn more. 

May 14, 2013 3:45 PM

Women investors view prenuptial agreements more favorably than me do. Learn more. 

May 14, 2013 3:29 PM

Millionaires commonly express regrets over past financial decisions, but the feeling is strongest among those ages 44 and younger. Learn more. 

May 14, 2013 3:03 PM

Economic events in Europe worry Ultra High Net Worth investors. Learn more. 

May 14, 2013 2:48 PM

What do affluent investors consider to be the best honeymoon destinations? Learn the results of the lastest monthly survey from Spectrem's Millionaire Corner. 

May 7, 2013 4:54 PM

Prenuptial agreements make sense, according to a large majority of Ultra High Net Worth investors. Learn more. 

May 7, 2013 4:44 PM

A household budget helps Millionaires determine spending on wedding and shower gifts. Learn more. 

May 7, 2013 4:26 PM

As travel season approaches, Millionaires opine on their idea of a dream vacation. Learn more. 

May 7, 2013 3:55 PM

Wedding season is upon us, but Millionaire investors are willing to open their pocketbooks only so far. How much would they spend on a wedding gift? 

May 1, 2013 1:48 PM

As wedding season approaches many of us ask “how much is appropriate to spend on a wedding gift?” Learn what wealthy investors think is an acceptable amount. 

May 1, 2013 11:16 AM

For the first time in several months, high net worth investors are not basing their investment decisions on the Political Climate.  Instead, they are looking at “stock market conditions”. Learn more. 

May 1, 2013 11:12 AM

Millionaires are optimistic that the real estate market will continue to improve over the next one to two years.  In fact, close to 80 percent of millionaires, those with $1-5 million of net worth, believe that the recovery will continue.  Read more about recent real estate trends. 

May 1, 2013 11:06 AM

The Spectrem Affluent Investor Household Outlook trended upwards in April gaining 3.04 points to 8.52.  This number reflects a 6 month high and while it is not in “bullish” territory, it is in the upper real of the “neutral” category.  Read more about the Affluent Household Outlook.

April 24, 2013 9:45 AM

Who are the top investment advisors according to High Net Worth investors? Learn more. 

April 24, 2013 9:08 AM

Most investors admit to making at least one big financial mistake, and many express regrets over past financial decisions, according to Spectrem Group research. How can financial professionals help their clients to avoid future money mishaps? Learn more. 

April 23, 2013 5:13 PM

The Spectrem Affluent Investor Confidence Index (SAICI®), which measures the investment confidence and outlook of households with $500,000 or more in net worth, not including primary residence (NIPR), gained 2 points to 2. Learn more about changes to this month's index.

April 16, 2013 4:23 PM

Two-in-five Millionaires favor granting unemployment benefits for at least 51 weeks. Learn more. 

April 16, 2013 12:39 PM

Ultra High Net Worth investors are unlikely to factor social responsibility into their investment decisions. Learn more. 

April 16, 2013 11:59 AM

It takes more than $5 million to $25 million to feel "very wealthy" these days, according to a new report from Spectrem Group. 

April 16, 2013 11:39 AM

What do UHNW investors regret most about their actions leading up to the financial crisis? 

April 16, 2013 11:06 AM

A growing share of Millionaire investors are worried about the national economy and political scene. Learn more. 

April 9, 2013 5:35 PM

Ultra High Net Worth investors are worried about the political environment - a concern that's impacting their financial outlook. Learn more. 

April 9, 2013 5:24 PM

Ultra High Net Worth Investors are increasingly worried about taxes. Learn more. 

April 9, 2013 5:05 PM

The majority of affluent investors are still angry about the events surrounding the financial crisis of 2008 - but Ultra High Net Worth investors are the maddest of all. Learn more. 

April 9, 2013 4:26 PM

Are Ultra High Net Worth investors on board with Warren Buffett, or would they rather pay taxes at Mitt Romney's rate? Find out. 

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