Archive For "mass affluent"

GWM September Newsletter: Economic Optimism Index reached a six-month high in August

The GWM Economic Optimism Index reached a six-month high in August among both key investor segments. GWM Investment Optimism increased from July among the Mass Affluent; declined among HNW investors. Full Report….

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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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