Financial Behaviors and the Investor's Mindset - 2017 Millionaire Investor
This report discusses the financial behaviors and attitudes of investors with $1 million to $5 million of investable assets, not including their primary residence. Topics covered include personal and national concerns, household finances, social security, federal tax brackets, retirement concerns and much more.
What are wealthy investors worried about? How do these concerns impact their financial decisions? The report provides financial institutions and advisors with the information necessary to more effectively meet the needs of these investors.