All Reports

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 - 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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2017 Market Insights Report

Affluent Market Insights provides managers and decision-makers tools which can help shape a firm’s vision and aid in the determination of where to spend development dollars.  It is an indispensable tool profiling the state of the market and how investor demographics, preferences and behaviors have changed in a world economic environment where markets are volatile and uncertainty prevails.  

 

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Spectrem's Investor Pulse - March 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: Family/work life balance, one-stop shopping, satisfaction studies and fiduciaries.

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