Archive For "Affluent"

State of U.S. Wealth: More Millionaires, Bigger Wealth Divide, Finds Annual Phoenix Marketing International Wealth and Affluent Monitor

 Ranking of millionaires by state shows greatest one-year gains in Utah, Michigan, Arizona and Ohio; Biggest declines in New Mexico, South Dakota, Vermont and Maine Pre- and post-financial crisis analysis shows District of Columbia bounces,…

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GWM Insights: Mass Affluent Were Bearish on Economy; Pulling Back on New Investing Heading Into 2016

Looking back at the full year 2015, Mass Affluent investors’ short-term outlook on the U.S. economy was increasingly bearish through mid-year. As consumer spending increased in Q3, along with strong GDP growth, these investors became…

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GWM Insights: Affluent Investor Sentiment Plunges In September

Mass Affluent and High Net Worth (HNW) investors reacted to the  increase in stock market volatility in late August / early September by sharply reducing their level of optimism about the U.S. economy.  The GWM-U.S….

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March GWM Insights: Economic sentiment dips in February, Affluent households embrace technology

This data was also featured on Financial Planning Rhinebeck, NY – Phoenix Marketing International’s Global Wealth Monitor (GWM) provides detailed analysis of the behaviors influencing Affluent & High Net Worth (HNW) investor decisions and markets. Affluent and HNW households were overwhelmingly positive…

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