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Affluent Insights Podcast
LISTEN - Real Estate and the Mass Affluent Investor Print E-mail
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George H. Walper, Jr. is president of Spectrem Group, a strategic consulting firm specializing in the affluent and retirement markets. 

Spectrem Group released a report titled "Mass Affluent Investor," which found that mass affluent investors -- those with $100,000 to $1 million of investable assets -- have a high level of exposure to real estate.  With 37% of their total assets tied up in real estate, this group appears at significant risk given the current housing market troubles.

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LISTEN - Affluent Household Financial Decision Making Print E-mail
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catherine_mcbreen.jpgCatherine S. McBreen is managing director at Spectrem Group, a strategic consulting firm specializing in the affluent and retirement markets.

In the Spectrem Perspective report Affluent Household Financial Decision-Making, Spectrem finds that affluent men and women do not see eye-to-eye on just who makes the family's financial decisions.

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LISTEN - Lifestyles of the Rich Print E-mail
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catherine_mcbreen.jpgCatherine S. McBreen is managing director of Spectrem Group, a strategic consulting firm specializing in the affluent and retirement markets.

In a new report, "Lifestyles of the Rich," Spectrem has found that the ultra-wealthy are a lot more like ordinary folks than we might imagine.

 

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Most Popular Report

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How the Wealthy Invest Now

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From the Get Rich at the Millionaire Corner Podcast series.
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Wealth Facts...Not Guesses

spectrem_index_icon.jpgPulled from our monthly research, Spectrem's Affluent Investor Index® (SAII) and Spectrem Millionaire Investor Index® (SMII) gauge the investment outlook of households with more than$500,000 of investable assets and $1 million of financial assets.

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