Affluent & HNW Sentiment: About the Economy & Investing
Every other month, the Phoenix Marketing International Global Wealth Monitorsm(GWM-U.S.) tracks changes that Mass Affluent and Millionaire (Wealth) households in the U.S. anticipate making to their...
View ArticleAffluent & HNW Sentiment: About the Economy & Investing
Every other month, the Phoenix Marketing International Global Wealth Monitor (GWM-U.S.) tracks affluent investor outlook towards the economy, investing and their portfolios. The current tracking...
View ArticleBig Gainers and Losers in Millionaire Ranking for 2013
Big Gainers and Losers in Millionaire Ranking for 2013Oil Boom Propels North Dakota Up 14 Points In Phoenix Marketing International’s 2013 Ranking of Millionaires Per Capita by State Rhinebeck NY –...
View ArticleMillennial Investors Want A Selective Relationship With Financial Advisors
New Research From Phoenix Marketing International Shows Affluent Millennials Use Advisors Differently Than Their Boomer ParentsRhinebeck, NY – Phoenix Marketing International, a global marketing...
View ArticlePhoenix Marketing International Announces 2014 Millionaires By State Ranking,...
This research was also featured in the Wall Street Journal.It’s Oil Boom Moved North Dakota Up Another 9 Points In Phoenix’s 2014 Millionaires By State RankingRhinebeck NY – Phoenix Marketing...
View ArticleMarch GWM Insights: Economic sentiment dips in February, Affluent households...
This data was also featured on Financial PlanningRhinebeck, NY – Phoenix Marketing International’s Global Wealth Monitor (GWM) provides detailed analysis of the behaviors influencing Affluent &...
View ArticleMay 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....
View ArticleJuly GWM Insights: Mass Affluent Economic Optimism Continues to Decline; HNW...
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...
View ArticleGWM August Insights: Mass Affluent Investor Sentiment Rebounds in July
Mass Affluent Investor Sentiment Rebounds in July, But HNW Investors Continue Sidelines BiasRhinebeck, NY – The July 2015 GWM tracking data shows a strong spike of optimism towards the U.S. economy...
View ArticleAffluent 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...
View ArticlePhoenix Marketing International Uncovers What Affluent Voters Are Thinking...
This research was featured on Think Adviser Clinton and Trump are tied in their ability to grow the economy, regulate Wall Street, and keep the US strong in the global economyPhoenix Marketing...
View ArticleData on Affluent Millennial Investors from Phoenix Marketing International...
“Active Wealth Millennials® – Vanguard of the Next Gen Investor” uncovers the attitudes, behaviors and investment trends of affluent millennial householdsPhoenix Marketing International...
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GWM August Newsletter: Economic Optimism Index declined in July among both...
The post GWM August Newsletter: Economic Optimism Index declined in July among both key investor segments appeared first on Phoenix Marketing International.
View ArticleWealth & Affluent Monitor Insights: HNW investors were more upbeat on the...
While general consumer confidence in economic conditions fell slightly in April, including among Mass Affluent, the Wealth & Affluent Monitor Economic Optimism trend line continued to improve among...
View ArticleWealth and Affluent Monitor Insights: Economic outlook declines sharply in...
Our June Wealth and Affluent Monitor shows the gloomy outlook on the U.S. economy appeared to have more impact on HNW investors than their Mass Affluent counterparts. The W&AM Investment Optimism...
View ArticleWealth & Affluent Monitor: Economic Outlook Increases Moderately in Late June
Our Wealth & Affluent Monitor June results are in. The Economic outlook for late June/ early July is consistent with the late June Consumer Confidence Index, the W&AM Economic Optimism trend...
View ArticleWealth and Affluent Monitor: Investor Optimism on the Rise
Our Wealth & Affluent Monitor August results are in. Consumer confidence in the U.S. economy continued to rise in July as did the W&AM Economic Optimism Index. Among Mass Affluent, the Index...
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