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Featured Reports | Research Center
Featured Reports

 

> Perception and Understanding of Fees, Affluent Perspective

 

> The Millionaire Investor, In-Depth Report

  > The Mass Affluent Investor, In-Depth Report
  > Large Plan Market Expectation, Retirement Perspective

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Spectrem Indices
Spectrem Indices

 

The Spectrem Millionaire Investor Index (SMII)® Millionaires lose confidence, dropping the index to the lowest point ever, from –5 to –13.

The Spectrem Affluent Investor Index (SAII)® - Affluent lose confidence and dropping their index below the Millionaire, to the lowest point ever, from –10 to –20.

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Affluent Market Insights
 

The attitudes of Affluent households regarding the economy are at their lowest point in the past five years. These attitudes are not expected to change until after the Presidential election.

Investment Real Estate comprises 8% of the millionaire’s portfolio and about 6% of the Affluent investor’s portfolio.



 

 

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