Archive For "Global Wealth Monitor"

Affluent Investors Unfazed by Recent Stock Market Volatility

Early results from the Phoenix Marketing International’s Global Wealth Monitor survey for September show that the  majority of affluent U.S households chose to ride out the the recent stock market volatility after consulting with their advisors….

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GWM August Insights: Mass Affluent Investor Sentiment Rebounds in July

Mass Affluent Investor Sentiment Rebounds in July, But HNW Investors Continue Sidelines Bias Rhinebeck, NY – The July 2015 GWM tracking data shows a strong spike of optimism towards the U.S. economy among Mass Affluent…

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July GWM Insights: Mass Affluent Economic Optimism Continues to Decline; HNW Investors Also More Pessimistic

Rhinebeck, NY – The June 2015 affluent investor tracking data shows that Mass Affluent households’ optimism about the U.S. economy declining for the fifth straight month, down to 50%, while their investing sentiment was little…

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May Global Wealth Monitor Insights: Investors More Cautious Heading Into Q2 2015

With the Federal Reserve signaling a possible rise in interest rates sometime in 2015, the GWM Investment Sentiment Net Increase trend lines declined in April among both Affluent and HNW investors.  This was more of…

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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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