Spectrem Group

Press Release: New Spectrem Study Reveals Significant Increases in Investor Wealth Through 2021

The economy and global markets experienced a positive year in 2021, resulting in increasing net worth for many investors, according to Spectrem Group’s Market Insights Report 2022. The number of U.S. households with a net worth between $1 million and $5 million, not including the value of the primary residence (NIPR), increased 8.1 percent from 11.6 million at year-end 2020 to 12.55 million by year-end 2021, an increase of 950,000 Millionaire households.

Press Release: New Spectrem Study Reveals Significant Jump in Concern by Wealthiest Americans Over Proposed National and State Tax Hikes

Billions of dollars in anticipated tax hikes on personal income and estates proposed by the Biden Administration, along with rising income and property taxes in some states, are causing consternation among some of America’s wealthiest investors, according to Spectrem’s $25 Million Plus Investor Report. More than half of those surveyed indicate they are considering moving their residence to states with low-or-no income taxes.

Press Release: New Spectrem Study Reveals US Household Wealth Climbed to Record Levels in 2020 After Rebounding from the March Pandemic-Related Market Crash

The number of wealthy American households reached a new record high in 2020 according to Spectrem Group’s newly released Market Insights Report 2021. The study reveals that U.S. Millionaire investors - households with $1 million to $5 million in net worth, not including the value of their primary residence (NIPR) – increased by 600,000 to 11.6 million in 2020, a 5.5 percent increase over the previous year.

Press Release: New Spectrem Study Reveals the Decrease in March of Millionaire Households from Record Levels Reported in December

The COVID-19 virus, known throughout the world as the coronavirus, impacted the global economy and markets significantly through March, and as a result notably reduced the number of wealthy American households, according to Spectrem Group’s Market Insights Report 2020.

Press Release: Millionaires Embrace Equity Investing as Sustained Market Momentum and New U.S.-China Trade Deal Reignite Interest in Stocks

Following months of cautious investing in 2019, wealthy investors in January accepted the reality of an aging bull market with staying power, raising their investment in equities, according to the February edition of Spectrem’s High Net Worth Insights Journal.

Press Release: Millionaires Back Away From Equities in December as Concerns Grow Over Market Valuations

U.S. markets appeared to shrug off news of the impeachment of U.S. President Donald Trump, as equities continued their record-breaking bull run in December, fueled by optimism over a strong jobs report and the signing of an initial trade agreement between the United States and China.

Press Release: Rising Stock Markets in November Spur Renewed Confidence Among Wealthy Investors

Spectrem Group Indices Rise Despite Continued Concerns Over Impeachment Proceedings and the Lack of a Trade Agreement with China

Press Release: Investor Confidence Wanes in October as Worries about the U.S. Economy Drive Sentiment Away From Stocks and Toward Cash

Declining Spectrem Confidence Indices Reveal Concerns Over Political and Global Challenges Despite Near-Record Market Highs

Press Release:Creating Financial Plan for Clients Increases Loyalty and Assets, Spectrem Report Determines

Research Reveals Significant Gaps between What Investors are Looking for in a Financial Plan and What They are Actually Receiving

Press Release: Investors Ignore Political, Economic and Climate Concerns in Favor of Investing

Confidence Rises in September Despite Rising Global Political Uncertainty, Impeachment Talk in the U.S. and Concerns Over Climate Change

Press Release: New Spectrem Report Reveals Investment Priorities of High-Income Millennials and How They Differ from Earlier Generations - Sept 10, 2019

Report Reveals that Despite Education-Related Debt, High-Income Millennials Have Significant Assets to Invest, Families to Consider and an Eye on Retirement

Press Release: The Inversion of the Yield Curve and Stalled China Talks Turn U.S. Investors Pessimistic - Sept 3, 2019

Confidence Wanes as Fears of a Possible Recession Grow with Rising Bond Market Volatility