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HNW Advisor Articles
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HNW 04/07-4
Isaac & Emily Leibowitz met while attending a state university in California. When they first met, Emily was dating Isaac’s best friend. At first she thought Isaac was hyperactive and somewhat annoying. He was obsessed with computer technology, and assumed the stereotypical trappings that identified him as a “nerd” (pocket protector, calculator and an obsession with technology). It took a couple years, but eventually Emily saw past his peculiarities to appreciate his brilliant and quick mind, as well as his earnest devotion to her.
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Read More.......... [Maintaining Wealth: Isaac & Emily--High Tech Launches Family Fortune]
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HNW Advisor Articles
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Decades of steady and conservative investing have allowed Abigail and Dorothy to build a sizable nest egg for a comfortable and active retirement. Following a philosophy of always and automatically saving first, and only spending what is left. The couple also, admirably, carries no debt—with their home mortgage paid off long ago.
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Read More.......... [Maintaining Wealth: Slow and steady investing, builds a comfortable affluence]
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HNW Advisor Articles
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Affluent Market Size: The Number of Affluent and Millionaire Households in the U.S.
The number of Affluent and Millionaire households has continued to grow for the fifth consecutive year. Growth rates have, however, slowed considerably.
This market size information is from Spectrem’s annual report 2008 Affluent Market Insights ($49.95, 16 pages, 1 year access subscription). This report includes:
-Affluent Investor Attitudes
-Market Sizing
-Who are the Affluent?
-Mass Affluent Asset Allocation
-Millionaire Asset Allocation
-Risk Tolerance
-Investment Knowledge
-Advisor Dependency
-Alternative Investments
-Attitudes Towards International Investments
-Likelihood to Invest Internationally
-Hours Per Week Spent Online
-Time on financial matters
-Importance of Online Capabilities
-Drivers of Client Loyalty
This report subscription also includes downloadable graphs and charts you may use in your personal presentations, as well as our report "Communicating Effectively with Investors."
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HNW Advisor Articles
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Spectrem’s ongoing monthly polling has uncovered a striking change. The affluent are much more concerned about the Iraq War than they have been in over two years.
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Read More.......... [Concern Over War but Little Change in Investment Strategy in Investment Strategy]
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| Results 28 - 36 of 51 |
High Net Worth Advisor Insights Newsletter April 2008
