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Spectrem Affluent Index
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Affluent Market Insights 2010Affluent Market Insights 2010Due to the economic crisis experienced in late 2008 the population of Millionaires in the United States dropped 27%. In 2009, the number of Millionaires rebounded by 16% due to the increase in the stock market. While investors in 2008 were in a panic about market conditions and the economy, today the dust has settled and investors are holding tight to any gains they have received. Spectrem’s Affluent Market Insights 2010 contains these findings and more to help you effectively serve and understand Affluent investors in 2010. Buy Now! ($49.95) |
Those who are forced to evaluate the rollover options of their employer-provided retirement plans are most likely to turn to a financial advisor for help in making a decision.
One could reasonably assume that investment strategies geared toward saving for retirement usually don’t change drastically over a period of a few years, especially in the context of mutual fund type investments, so it is surprising to see that 41% of the participants have changed course in their retirement investing one way or another per a recent Spectrem Perspective™.
The trend towards non-managed accounts necessitates the importance of understanding and meeting the needs of individuals who choose to self-trustee. Because of this, banks must take every opportunity to educate the affluent on trusts and self-trustee.
Certainly the fact that oil/gas prices have reached an all time high (along with public transportation usage) and are starting to impact businesses, is a daily concern for most citizens. On top of that, the fact that many company travel budgets have been slashed, as airfare prices skyrocket in response to fuel costs and goods and services prices are also increasing due to mounting shipping costs, could be adding to the concerns of the affluent.
High Net Worth Advisor Insights Newsletter April 2008
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