All Reports

Mass Affluent Investors 2017 - Using Social Media and Mobile Technology in Financial Decisions

This study examines investors with $100,000 - $1 million in net worth (not including their primary residence) - the Mass Affluent Investors.   How do these wealthy investors use social media and mobile technology?  Do they utilize these platforms for gathering financial information, or to perform financial transactions?   Do they wish to communicate via social media or mobile technology with their advisor? 

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Get Schooled on Educators

Teachers are in a class by themselves. “Teaching,” the old saying goes, “We’re not in it for the income. We’re in it for the outcome.” Financial advisors can provide invaluable assistance to teachers in obtaining the greatest financial outcome from that income.

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Spectrem's Investor Pulse - June 2017

Investor Pulse from Spectrem Group is a monthly reading of investor attitudes.  The report is fielded each month to a group of approximately 1,200 investors.  This month's topics include: U.S. tax code changes, U.S. equity market volatility and smart speaker devices. 

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Spectrem's Investor Pulse - May 2017

Investor Pulse from Spectrem Group is a monthly reading of investor attitudes.  The report is fielded each month to a group of approximately 1,200 investors.  This month's topics include: the smartphones and Mother's Day.

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Spectrem's Investor Pulse - April 2017

Investor Pulse from Spectrem Group is a monthly reading of investor attitudes.  The report is fielded each month to a group of approximately 1,200 investors.  This month's topics include: the Dow Jones Industrial Average and Federal Reserve interest rates. 

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 Financial Behaviors and the Investor's Mindset - 2017 UHNW Investor

The attitudes, behaviors and concerns of the Ultra High Net Worth Investor (those with $5 million to $25 million of investable assets, not including their primary residence) are discussed in this report.  Topics include: personal and national concerns, retirement planning and concerns, federal tax brackets and household income, and much more.

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