All Reports

Politics, Taxes and Investors' Changing Attitudes

Investors today are required to pay close attention to events and announcements that come from the government. The new tax laws obviously impact investment decisions, and the partisan politics which have such a strong hold on American government can impact the economy as well.

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2018 Market Insights Report

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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Educating Millionaires: Filling in the Blanks

Educating Millionaires tests the knowledge investors have regarding various investment products. Their knowledge (or lack thereof) is then compared to their perceived knowledge level as well as the actual investments they own. They are quizzed on their understanding of mutual funds, exchange-traded funds, hedge funds, annuities and other familiar products. 

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The Million Dollar Rollover Opportunity

Almost four decades since its inception, the 401(k) has become America's No.1 way to save for retirement, and the number of defined contribution plan participants with seven-figure plan balances is growing.  

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The Legacy: How Investors are Impacted by Inheritance

For many households, receiving an inheritance is a tipping point on whether to engage a financial advisor.  With this influx of money comes questions, concerns and opportunities for which investors may seek the expertise of a financial professional.  

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