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Featured Reports | Research Center
Featured Reports

 

> The Ultra High Net Worth Investor
In-Depth Report

 

> The Role of Investment Research
Affluent Perspective

  > Best Practices in Relationship Management
Retirement Perspective
  > Deferral Rate Decision Making
Retirement Perspective

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Spectrem Indices
Spectrem Indices

 

The Spectrem Millionaire Investor Index (SMII)® Millionaires’ drop 3 points, from –9 to –12, nearing their all time low of –14.

The Spectrem Affluent Investor Index (SAII)®The Affluent drop 4 points, from –13 to –17, also near their all time low of –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.



 

 

Affluent Market Retirement Market