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  • Little change in January indices, investors re-enter the market
  • LISTEN - Affluent Household Financial Decision Making
  • Episode 4: How are the Wealthy Investing in this Challenging Economy?
  • How Much Does One Need to be Rich?
  • Advisors Strongly influence Rollover Behavior
  • Advisors Are Looking for Retirement Income Solutions
  • Despite 10,000 Dow, Investor Confidence Levels Drop Slightly
  • Myth vs. Reality: Affluent Women and advisors
  • Advisors Meeting Financial Planning Needs of Most Investors
  • Growing Your Money Organically
  • Economic Crisis Delays Retirement Plans
  • Millionaire Confidence Increase But Affluent Remain Bearish
  • LISTEN - Real Estate and the Mass Affluent Investor
  • Episode 3: Innovative Enterprise - A pillar of long-term wealth
  • Internet Blogs Gain Influence
  • Female Investors Unfazed by or Unaware of Mutual Fund Scandals
  • Political Climate and Economy both a threat
  • Risk Tolerance Increasing with Market Troubles
  • High Net Worth Professionals Need Your Help
  • The Outlook dives to lowest point after a very rough month
  • Online Presence More Important Than Ever
  • Spectrem Affluent Index Series Gauging Investor Sentiment
  • Millionaires Remain Cautious Despite Rising Dow
  • LISTEN - Lifestyles of the Rich
  • Episode 2: Real Estate Investing - a pillar of long-term wealth
  • Women More Skeptical of One-Stop Financial Shopping
  • Get Rich, Stay Rich Pass It On
  • Economic Environment and Stock Market affecting investment plans
  • Winning Over the Self-Directed Investor through Speacialization
  • Planning Becomes Key Objective
  • Reality Check for Millionaires
  • Gender, Investable Assets, and the Importance of Charitable Giving
  • Basics Still Apply in Retaining Customers: Returning Phone Calls is Crucial
  • HNW Call-Back Expectations and Loyalty
  • Slow and Steady Investing Builds a Comfortable Affluence
  • Sponsor Satisfaction Levels Rebound
  • Advisors Strongly Influence Rollovers
  • Episode 1: Get Rich, Stay Rich, Pass It On: Author Interview
  • Affluent Women Satisfied with Advisors
  • Does Madoff have HNW Investors Running Scared?
  • Record Increase
  • Identity Theft Scams Target the Affluent
  • Advisor Satisfaction Fails to Increase in Last Six Months
  • Affluent comfortable with higher risk for a portion of assets
  • Most Not Making Catch-up Contributions
  • What Story in the News Most Affecting Economic Outlook?
  • What is a UMA?
  • Consultant Usage Remains Strong
  • Stock Investing Falls, and Cash is King
  • Solidify your Relationship Portfolio: Invest in True Love
  • Loss of Trust Prompts Provider Switching
  • Plummets in the wake of instability
  • Advisors on Trial
  • Some Optimism Returns After Last Month’s Dip
  • Indices move up for the second month in a row as comfort with economy settles in
  • Rises incrementally following a rocky January
  • Capturing the High Balance IRA More Important Than Ever
  • Stock Market Worries Affect Retirement Concerns
  • Economic Woes Hit Home for Wealthy
  • Sponsors Continue to Expand Choice
  • Political Climate and Housing Concerns Dominate the Thoughts of the Affluent
  • Need Seen for Investment Education
  • Not investing rises and all else falls
  • Indices Move Up as Economy Rebounds Slightly
  • Weighted down by perceptions of falling assets and income
  • How do the HNW feel about the term Wealth Management
  • Will We see an Investor Shift in Risk Tolerance?
  • Despite a return to investing, household outlook hits all-time low
  • Business Owners want to be involved with the management of their financial life
  • Keeping Client Loyalty During Uncertain Times
  • Huge Drops in Both Indices
  • Concerns about the Economy Continues Unabated
  • Fees Still a Mystery to Plan Sponsors
  • Perceptions of Issues: Stock Market Concerns Continue to Rise
  • Wealthy Reallocate Assets as the Crisis Continues
  • Editorial : What managed account means to your clients
  • DC Plans Most Common Savings Vehicle
  • Investment Preferences: Affluent move back into stocks, while Millionaires remain cautious
  • Affluent Household Outlook: Beats all time low
  • How much investment information is enough?
  • Investment Preference -Stock Mutual Funds Take a Dive
  • Many Have Not Done Financial Planning
  • Outlook sinks again amid rising jobless rates and falling assets
  • Understanding of Investment Products
  • Now is the Time for Advisors to Invest
  • Perceptions of Issues : Economy still top threat to achieving goals
  • 403(b) Market Faces Change
  • Maintaining Wealth: A Simpler Life May Be THE Answer To A Comfortable Retirement
  • Stock Market Conditions Continue to Affect Investment Plans
  • Rises again, buoyed by economic optimism
  • Many Sponsors Unaware of Broker Compensation
  • Experts Provide Roadmap for Multi-Generational Wealth
  • How Do Investors Learn about Fees
  • What do the affluent want from UMA products?
  • Economy and stock market worries shake affluent confidence
  • HNW Household Decision Making
  • Political Views Affect International Investing
  • Record Sales for Fine Art
  • November 2007: Stock investing takes a hit
  • Wealthy Express Interest in Estate Planning
  • Stock Market Conditions Affect Investment Plans
  • Affluent Household Outlook: What a difference a year makes; a new low
  • More Participants Using Advisors
  • Perceptions of Issues :Election Results and Oil/Gas Prices Top Affluent Concerns
  • Growth Potential Seen in Managed Accounts
  • Not Investing jumps as the Affluent back out of the market
  • Spectrem Affluent Indices Rise Slightly: Some confidence returns to Millionaires and Affluent
  • September 2008: Affluent Household Outlook:Rises again, buoyed by economic optimism
  • Affluent Investors Thrive with International Risk
  • Spectrem Indices Drop to Lowest Point: Millionaires and Affluent leave the market in droves
  • Affluent Household Outlook Strongest Rise in a Year
  • Tax Season: Are Your Clients Ready as They Could Be?
  • Editorial: Thoughts on Alternative Investments
  • Investment Preferences Moving back into Cash, Stocks and Real Estate
  • Boomers May Sell Homes for Retirement
  • Investment Preferences Not Investing back up as the summer doldrums set in
  • Wealthy Investors Eye Retirement
  • December shows a rebound for the Spectrem indices
  • Perceptions of Issues : Stock Market continues to trouble the Affluent
  • American Millionaires and their Regional Differences
  • Setbacks Make for More Risk Tolerant Investors
  • Don't Be Afraid to Recommend Trusts
  • December 2007: Investment Preferences
  • Millionaire Index Falls Below
  • Increased Oil/Gas Prices Dominate Affluent Concern
  • Alternative Investments Beckon the Affluent Encourage Them to Test the Waters First
  • Millionaires Lose 30% of Their Assets
  • Trends in the High Net Worth Market
  • Providers Valued Most as Source of Information
  • October 2007: Stock Market Surges Alone
  • Boomers May Sell Homes for Retirement
  • Rich Professionals Need Help
  • Most Non-Retirement Accounts Unchanged
  • More bad news in November: When will the free-fall end?
  • 2008 Affluent Market Size Chart
  • Sept 2007: Traditional vehicles unpopular
  • October’s Uncertainly Pushed Indices to All-Time Low
  • Tax Season is Fast Approaching: Where will the HNW turn?
  • Editorial: Successful financial advising may mean less Control and more Collaboration
  • Outreach Efforts Can Net More Rollovers
  • Baby Boomers Plan to Keep Working
  • August 2007: Markets take a toll
  • Holiday Optimism and Economic Confidence Buoy Indices Upwards
  • How "Plugged in" Are the Affluent?
  • The Millionaire Woman: How is she different?
  • Millionaires and Affluent Draw Closer:August brings economic optimism, but little investing change
  • Financial Bad News Compounds Investor Anxiety
  • Responsiveness Key to Client Loyalty, Not Gifts
  • July 2007: Pulled Away from Market
  • More Retirement Advice Desired
  • Managed Accounts Not Understood
  • Participants Reliance on Advisors Increases
  • The Future of Client Service
  • Retirement Savings a Worry Even for Wealthy
  • Millionaires Optimistic while Affluent Hold Steady: Not Investing rises again
  • Perception vs. Reality
  • Men Turn to Risk
  • Comfortable Retirement Top Financial Issue
  • Retirement a Concern for Wealthy Women
  • Religious, Education and Social Service Top Affluent Charitable Giving
  • Retirement Q&A
  • Baby Boomers Plan to Keep Working
  • December 2006: Indexes Optimism Slows Down
  • Stock Market continues to trouble the Affluent
  • Myth vs. Reality: Women and advisors
  • Disconnect: Participants want Guaranteed Retirement Income but Sponsors Do Not Think Its Impo
  • The Market of Me Influences Communication
  • Cross-Selling to Plan Participants - The Opportunity Remains
  • A Simpler Life May Be the Answer To A Comfortable Retirement
  • Millionaires and Affluent Back in Step
  • The High Net Worth Cut Back on Luxuries, but Continue to Invest
  • Women More Likely to Prepare for Future
  • Affluent Household Outlook
  • Women Hardest Hit by Retirement Savings Crisis
  • Millionaires Optimistic while Affluent Hold Steady Not Investing rises again
  • HNW Call-Back Expectations and Loyalty
  • Need for Specialists Grows with Wealth
  • Participant Confidence Shaken by Economic Uncertainty
  • Telephone Tops Communication Options
  • Sponsors Confident Fiduciary Duties Met
  • July 2007: Ready for the Plunge
  • The High Net Worth Cut Back on Luxuries, but Continue to Invest
  • Loss of Trust Prompts Provider Switching
  • How to Help Participants Get the Most Out of Plan Meetings
  • Investors Rank Their Providers
  • Advice Most Sought by Very Rich
  • Participants Want More Information on Provider Products
  • Educating the HNW on Trusts is Paramount
  • Need for Specialists Increases with Wealth
  • Is There Room for Improvement in Your Plan Sponsor Relationship Management?
  • Maintaining Wealth:Successful Immigrants Believe in a Legacy of Education
  • Telephone Contact Preferred
  • Thinking about expanding your investment funds lineup?
  • Concern about Economic Stability Continues Cash and Stock investing rise
  • January 2007: Investment Preferences
  • Boomers Drive Annuity Resurgence
  • Target Date/Lifecycle Funds:How should they be used and how are they used now?
  • Perception vs. Reality
  • Retirement Income Products and Solutions:
  • February 2007: Investment Preferences
  • Materials That Influence Participant Decisions
  • October 2007: Millionaires Surge Back Into the Market
  • Small Plan Sponsors Grade their Advisors
  • February 2007: Perceptions of Issues
  • Plan Sponsors Should Offer Voluntary Financial Planning
  • Pessimism Takes Hold: As the Millionaire Index suffers its biggest drop ever
  • When Does Risk Tolerance Change?
  • April 2007: Investment Preferences
  • Where are Participants Getting Financial Information?
  • Large Plan Sponsors Report Their Satisfaction Levels
  • Why Asset Allocation Funds are Selected
  • Turn Participants into Clients
  • Maintaining Wealth: Isaac & Emily--High Tech Launches Family Fortune
  • April 2007: Affluent return to investing , but stand ready with cash
  • Shaking the Tree: Using theatre and philanthropy to help wealthy families find their path
  • Maintaining Wealth: Slow and steady investing, builds a comfortable affluence
  • Concern Over War but Little Change in Investment Strategy in Investment Strategy
  • Led by Independent and Family Foundations - America enters a Golden Age of Philanthropy
  • Business Owners Have More Complex Financial Needs
  • Maintaing Wealth:A Lifetime Love of Horses Defines Affluent Family
  • Looking for Love in All the Right Places
  • Business Owners Have More Complex Financial Needs
  • Future Thoughts on Talking to the Wealthy
  • What is Your Client's Risk Tolerence
  • International Markets Soar as U.S. Markets Level Off
  • From Cops to Doctors: A Cardiologist's Investments Give Him His Hearts Desire
  • Religious, Education and Social Service Top Affluent Charitable Giving
  • What are the most important factors when the affluent choose an advisor?
  • Myth Vs. Reality - October 2007
  • Affluent Internet Use Decreases with Age but Increases with Wealth
  • The High Net Worth Women: Is She a Tougher Investor?
  • Internet Blogs Gain Influence: Confusion Remains about their Definition
  • Identity Theft Targets the Affluent
  • Myth vs. Reality
  • Do Not Be Afraid to Talk about Fees
  • Move into a New Market: Affluent Professionals need your help!
  • Winning Over the Self-Directed Investor by Specializing
  • Myth Vs. Reality
  • Retirement Planning
    • Capturing the High Balance IRA More Important Than Ever
    • Economic Crisis Delays Retirement Plans
    • Advisors Are Looking for Retirement Income Solutions
    • Maintaining Wealth: A Simpler Life May Be THE Answer To A Comfortable Retirement
    • Wealthy Express Interest in Estate Planning
    • Comfortable Retirement Top Financial Issue
    • Retirement Savings a Worry Even for Wealthy
    • Many Have Not Done Financial Planning
    • Women More Likely to Prepare for Future
    • More Retirement Advice Desired
    • Advisors Strongly Influence Rollovers
    • Boomers May Sell Homes for Retirement
    • A Simpler Life May Be the Answer To A Comfortable Retirement
    • Baby Boomers Plan to Keep Working
  • Best Practices
    • Advisors Meeting Financial Planning Needs of Most Investors
    • How do the HNW feel about the term Wealth Management
    • Does Madoff have HNW Investors Running Scared?
    • High Net Worth Professionals Need Your Help
    • Advisors on Trial
    • Online Presence More Important Than Ever
    • Keeping Client Loyalty During Uncertain Times
    • Now is the Time for Advisors to Invest
    • How Do Investors Learn about Fees
    • HNW Call-Back Expectations and Loyalty
    • Economic Woes Hit Home for Wealthy
    • Trends in the High Net Worth Market
    • Setbacks Make for More Risk Tolerant Investors
    • Wealthy Reallocate Assets as the Crisis Continues
    • Tax Season: Are Your Clients Ready as They Could Be?
    • Political Views Affect International Investing
    • The Future of Client Service
    • Responsiveness Key to Client Loyalty, Not Gifts
    • Perception vs. Reality
    • Editorial: Successful financial advising may mean less Control and more Collaboration
    • Shaking the Tree: Using theatre and philanthropy to help wealthy families find their path
    • Led by Independent and Family Foundations - America enters a Golden Age of Philanthropy
    • Future Thoughts on Talking to the Wealthy
    • Identity Theft Targets the Affluent
    • Do Not Be Afraid to Talk about Fees
    • Affluent Internet Use Decreases with Age but Increases with Wealth
    • What is Your Client's Risk Tolerence
    • From Cops to Doctors: A Cardiologist's Investments Give Him His Hearts Desire
    • What are the most important factors when the affluent choose an advisor?
    • Myth Vs. Reality - October 2007
    • The High Net Worth Women: Is She a Tougher Investor?
    • Move into a New Market: Affluent Professionals need your help!
    • Religious, Education and Social Service Top Affluent Charitable Giving
    • Rich Professionals Need Help
    • The Millionaire Woman: How is she different?
    • Myth vs. Reality: Women and advisors
    • Telephone Contact Preferred
    • Need for Specialists Increases with Wealth
    • Advice Most Sought by Very Rich
    • Loss of Trust Prompts Provider Switching
    • Telephone Tops Communication Options
    • Need for Specialists Grows with Wealth
    • Business Owners Have More Complex Financial Needs
  • Product Trends
    • Growing Your Money Organically
    • Editorial : What managed account means to your clients
    • Affluent Investors Thrive with International Risk
    • Record Sales for Fine Art
    • Affluent comfortable with higher risk for a portion of assets
    • Editorial: Thoughts on Alternative Investments
    • Don't Be Afraid to Recommend Trusts
    • Alternative Investments Beckon the Affluent Encourage Them to Test the Waters First
    • What do the affluent want from UMA products?
    • What is a UMA?
    • Slow and Steady Investing Builds a Comfortable Affluence
  • SpectremAdvisor Articles for HNW Advisors
    • Political Climate and Economy both a threat
    • Winning Over the Self-Directed Investor through Speacialization
    • Basics Still Apply in Retaining Customers: Returning Phone Calls is Crucial
    • Advisor Satisfaction Fails to Increase in Last Six Months
    • Business Owners want to be involved with the management of their financial life
    • Understanding of Investment Products
    • How much investment information is enough?
    • Experts Provide Roadmap for Multi-Generational Wealth
    • HNW Household Decision Making
    • American Millionaires and their Regional Differences
    • Millionaires Lose 30% of Their Assets
    • Tax Season is Fast Approaching: Where will the HNW turn?
    • How "Plugged in" Are the Affluent?
    • Stock Market continues to trouble the Affluent
    • Financial Bad News Compounds Investor Anxiety
    • Retirement a Concern for Wealthy Women
    • Millionaires Optimistic while Affluent Hold Steady: Not Investing rises again
    • The Market of Me Influences Communication
    • Affluent Household Outlook
    • HNW Call-Back Expectations and Loyalty
    • The Importance of Investment Research
    • Investors Rank Their Providers
    • Educating the HNW on Trusts is Paramount
    • The High Net Worth Cut Back on Luxuries, but Continue to Invest
    • Maintaining Wealth:Successful Immigrants Believe in a Legacy of Education
    • Perception vs. Reality
    • February 2007: Perceptions of Issues
    • Pessimism Takes Hold: As the Millionaire Index suffers its biggest drop ever
    • Maintaining Wealth: Isaac & Emily--High Tech Launches Family Fortune
    • Maintaining Wealth: Slow and steady investing, builds a comfortable affluence
    • 2008 Affluent Market Size Chart
    • Concern Over War but Little Change in Investment Strategy in Investment Strategy
    • Business Owners Have More Complex Financial Needs
    • Maintaing Wealth:A Lifetime Love of Horses Defines Affluent Family
    • Looking for Love in All the Right Places
    • June 2007: Cash is on the Upswing
    • International Markets Soar as U.S. Markets Level Off
    • Religious, Education and Social Service Top Affluent Charitable Giving
    • Internet Blogs Gain Influence: Confusion Remains about their Definition
    • Myth vs. Reality
    • Winning Over the Self-Directed Investor by Specializing
    • Myth Vs. Reality
    • August 2007: Real Estate Woes Weight on Affluent
    • August 2007: Exhausting stock and credit markets take their toll
    • July 2007: Affluent Pulled Away from Market Exposure, Even Cash
    • June 2007: Economy worries weigh on the Affluent
    • May 2007: Pessimistic economic outlook tempers investing
    • April 2007: Affluent return to investing , but stand ready with cash
    • April 2007: Investment Preferences
    • January 2007: Investment Preferences
    • February 2007: Investment Preferences
  • Retirement Advisor
    • Risk Tolerance Increasing with Market Troubles
    • Advisors Strongly influence Rollover Behavior
    • Planning Becomes Key Objective
    • Sponsor Satisfaction Levels Rebound
    • Most Not Making Catch-up Contributions
    • Consultant Usage Remains Strong
    • Sponsors Continue to Expand Choice
    • Need Seen for Investment Education
    • Fees Still a Mystery to Plan Sponsors
    • DC Plans Most Common Savings Vehicle
    • 403(b) Market Faces Change
    • Many Sponsors Unaware of Broker Compensation
    • More Participants Using Advisors
    • Growth Potential Seen in Managed Accounts
    • Boomers May Sell Homes for Retirement
    • Wealthy Investors Eye Retirement
    • Providers Valued Most as Source of Information
    • Most Non-Retirement Accounts Unchanged
    • Outreach Efforts Can Net More Rollovers
    • Baby Boomers Plan to Keep Working
    • Managed Accounts Not Understood
    • Participants Reliance on Advisors Increases
    • Men Turn to Risk
    • Retirement Q&A
    • Disconnect: Participants want Guaranteed Retirement Income but Sponsors Do Not Think Its Impo
    • Cross-Selling to Plan Participants - The Opportunity Remains
    • Women Hardest Hit by Retirement Savings Crisis
    • Participant Confidence Shaken by Economic Uncertainty
    • Sponsors Confident Fiduciary Duties Met
    • How to Help Participants Get the Most Out of Plan Meetings
    • Participants Want More Information on Provider Products
    • Is There Room for Improvement in Your Plan Sponsor Relationship Management?
    • Thinking about expanding your investment funds lineup?
    • Boomers Drive Annuity Resurgence
    • Target Date/Lifecycle Funds:How should they be used and how are they used now?
    • Retirement Income Products and Solutions:
    • Materials That Influence Participant Decisions
    • Small Plan Sponsors Grade their Advisors
    • Plan Sponsors Should Offer Voluntary Financial Planning
    • Where are Participants Getting Financial Information?
    • When Does Risk Tolerance Change?
    • Why Asset Allocation Funds are Selected
    • Large Plan Sponsors Report Their Satisfaction Levels
    • Turn Participants into Clients
• Podcasts
  • Episode 4: How are the Wealthy Investing in this Challenging Economy?
  • Episode 3: Innovative Enterprise - A pillar of long-term wealth
  • Episode 2: Real Estate Investing - a pillar of long-term wealth
  • Episode 1: Get Rich, Stay Rich, Pass It On: Author Interview
  • LISTEN - Real Estate and the Mass Affluent Investor
  • LISTEN - Lifestyles of the Rich
  • LISTEN - Affluent Household Financial Decision Making
  • Affluent Insights Podcasts
    • LISTEN - Real Estate and the Mass Affluent Investor
    • LISTEN - Affluent Household Financial Decision Making
    • LISTEN - Lifestyles of the Rich
  • Get Rich, Stay Rich Podcasts
    • Episode 4: How are the Wealthy Investing in this Challenging Economy?
    • Episode 3: Innovative Enterprise - A pillar of long-term wealth
    • Episode 2: Real Estate Investing - a pillar of long-term wealth
    • Episode 1: Get Rich, Stay Rich, Pass It On: Author Interview
• Blog
  • Stimulus Plan: Round 3
  • One Week In
  • Bad timing is everything.
  • Do you know who you are referring your clients to?
  • Are Retirement Participants Going to Opt Out?
• Media Coverage
• About Us
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