HNW Advisor Articles

SpectremAdvisor Articles for HNW Advisors

HNW Advisor Articles

Register to read more... [June 2007: Economy worries weigh on the Affluent]

HNW Advisor Articles
Spectrem Investment Preferences finds this month that Cash and Bond investing both dropped, (after rising in May) which contributes to the rising Spectrem Affluent Investor Index (SAII)™ and the Spectrem Millionaire Investor Index (SMII). Both, however, are tempered by a more pessimistic economic outlook.
Register to read more... [May 2007: Pessimistic economic outlook tempers investing]

HNW Advisor Articles
Spectrem Investment Preferences finds the affluent returning to investing, after a month of disengagement, brought on by the dramatic global stock market correction begun in late February 2007. Not Investing has fallen, while all other categories (except for Real Estate) have risen, indicating a return of investment optimism, as investors chase the soaring returns of the stock markets.
Read More.......... [April 2007: Affluent return to investing , but stand ready with cash]

HNW Advisor Articles
Spectrem Investment Preferences finds the affluent applying the brakes to new investments for the coming month. Not Investing has turned upwards, and all investment categories have declined, some sharply, except for Real Estate which showed a slight uptick (despite the recent sub-prime mortgage default crisis).
Read More.......... [April 2007: Investment Preferences]

HNW Advisor Articles
Showing strangely prescient responses, it seems that Wealthy investors were prepared (or as prepared as they could be) for the tumultuous February 27 global stock plunge.
Read More.......... [February 2007: Investment Preferences]

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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

Pulled 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.