All Reports

Ethnic Influences on Investment Decisions

Nearly every person is influenced in some way by their cultural heritage and background, and that influence can certainly carry over into matters related to personal finance and economics. This Spectrem Perspective takes steps toward understanding the influences.

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2019 Comprehensive Bank Trust Update

Spectrem's annual trust report reviews the growth of the trust industry, the growth and usage of collective investment funds as well as assets managed by institutional trustees.  New this year - wealth management services.

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The Insurance Gap: Why the Wealthy are Underinsured

The Insurance Gap: Why the Wealthy are Underinsured discusses the amount of property and casualty insurance, as well as excess liability coverage, held by wealthy households.  It highlights for financial advisors of all types the need to ensure that wealthy households truly understand the risks to their overall financial health for failure to properly insure.

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High Income Millennials

What’s next for Millennials? As this generation ages, their financial attitudes and behaviors will shape investing and economics for decades to come, so understanding the forces which influence their decisions benefits professionals who work with this new set of investors.

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Legacy 2.0: Baby Boomers and Inheritances

The second edition in Spectrem’s Legacy series will focus on affluent Baby Boomers planning their own wealth transfer and the mindset they had upon receiving an inheritance from their parents or others earlier in their life.

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