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SpectremAdvisor Articles
Wealthy Investors Eye Retirement Print E-mail
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Retirement Advisor
Retirement is fast becoming the status quo for ultra-high net worth individuals.
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December 2007: Investment Preferences Print E-mail
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Investment Preferences - Articles
Investors who were feeling optimistic about the market last month have maintained that momentum. Not investing has continued to decline as other investment products increased.
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Retirement Plan Enrollees Turning Conservative Print E-mail
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Retirement Planning - Articles

Participants in company-sponsored retirement plans are losing some of the optimism they expressed as recently as May.

 

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Millionaire Index Falls Below Print E-mail
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Spectrem Affluent Index - Articles

(SMII)®  dropped just one point to –14 as the  Spectrem Affluent Investor Index (SAII)® rose 7 points, crossing the Millionaire Index for the first time in the indices history.

 

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June 2005: Factors That Could Impede Your Financial Progress Print E-mail
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Investing Articles

*After declining for three consecutive quarters, affluent investors’ concern about the economy rose to 13% last month, its highest level since December 2004.

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Spectrem’s Advisor Insight Series

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NEW! Ten Critical Recommendations for Independent Advisors Post-Madoff
. Affluent Market Insights 2009 NEW!
. Retirement Market Insights 2009 NEW!
. Retain Your Clients During the Economic Crisis
International Investing
UHNW Professionals
Communicating Effectively with Investors
Affluent Women and Financial Decisions
Capturing High Balance IRA Rollovers
Future Trends in Financial Services
Insurance Opportunities in the Affluent Market
Meeting the Financial Needs of the Business Owners
Privacy Concerns of the Affluent Investor
The Perfect Advisor: Hiring the Right Skills Sets
Tax Planning and the Affluent Investor
The Use of Financial Planning in the Affluent Market

 

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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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