Wealth Market Reports

Wealthy Investor Series: Financial Security and Wellness

Investors reassessed their overall financial wellness in 2020 as the market and economy took a dive due to the pandemic.  Were investors financially protected?  Did their investments include risk protection assets such as insurance?  Was their portfolio properly allocated to include assets not subject to the market volatility?  And as more financial transactions are digital, are they protected from hacking and other types of fraud?
For more information or to purchase, please contact Randy Wostratzky at rwostratzky@spectrem.com or 224.544.5195 or Kathy Dordick at kdordick@spectrem.com or 224.544.5346.