Wealth Market Reports

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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Regional Impact on Investors - Complete Bundle

Regional Impact on Investors - Complete Bundle includes an exclusive overview of the regional differences between the geographical regions, as well as the detailed individual reports focusing on each region.  

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2019 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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Wealthy Investor Series: Asset Allocation, Portfolios and Primary Providers

There is no such thing as the average wealthy investor. Dozens of factors go into the decisions investors make when choosing how to invest their sizable amount of assets, and with each factor, there are a dozen unique responses. Every portfolio is shaped a bit differently, and advisors need to be cognizant of the pressures which alter the shape of every portfolio.

 
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Regional Impact on Investors - South

Regional Impact on Investors - South examines behaviors and attitudes of American investors in the states of Alabama, Arkansas, Florida, Georgia, Kentucky, Louisiana, Maryland, Mississippi, North Carolina, South Carolina, Tennessee, Virginia, West Virginia and the District of Columbia.

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