Whitepapers

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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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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Would They Stay or Would They Go?

 High net worth investors consider themselves to by very loyal to their service providers, especially when it comes to their financial advisors.  But how far does loyalty and satisfaction extend? 

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Spectrem's Investor Pulse - February 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 Brexit Impact and the Presidential Election.

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August 2016 Investor Pulse

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 Brexit Impact and the Presidential Election.

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Socially Responsible Investing

Socially responsible investing is the practice of investing in products and services which show or promise a corporation has a desire to have a positive impact on environmental, social and human rights issues. 

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Social Security: When and Why

From the moment it was signed into law in 1935, Social Security has been a controversial U.S. government program. Because of the difference related to when a person begins receiving Social Security, there are financial considerations related to family, health, tax implications, and current work status that can affect the wisdom of when best to begin receiving payments. 

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