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New Spectrem report examines evolving attitudes and mindsets of wealth US investors


Spectrem Group’s newest research study, Financial Behaviours and the Investor's Mindset, is a comprehensive report examining ways in which attitudes and viewpoints of wealthy investors are evolving. 

The study looks at how high net worth investors feel about the current state of their finances, prospects for the future of their children and grandchildren, and explores the underlying values that enabled them to build and grow their family's wealth throughout their lives.

The report looks at wealthy investors' views on the value of a college education, whether they still believe purchasing a home remains an essential strategy for building wealth, and whether they believe their children will have the opportunity to be as successful as they have been.

According to the report, more than half of Millionaires (with a net worth between USD1 million and USD5 million) believe their children are better at investing than they are.

Less than 40 per cent of Ultra High Net Worth investors (with a net worth between USD5 million and USD25 million) meanwhile, believe they are better off today than they were one year ago. A slightly higher percentage (but less than half) believe their financial situation will improve over the next 12 months.

The report also reveals that less wealthy investors are more likely to believe a college student should finance their college education and be responsible for paying it back, while a growing percentage of Mass Affluent investors (with a net worth between USD100,000 and USD1 million) are interested in more conservative investing strategies. Nearly six-in-ten of this year's respondents prefer a guaranteed rate of return and lower risk, compared with 54 per cent in the prior year.

In addition, all categories of affluent investors cite the political environment as their top concern.

"Providers and their Advisors working with wealthy investors need to be aware of the critical financial issues their clientele believe are most important in their lives," says Spectrem president George H Walper Jr. "Retirement, taxes, transfer of wealth and concerns about overall market conditions are all areas where advisors can regularly add value to affluent investors. Sharing regular perspectives about these important life milestones and issues can strengthen wealthy investors' ability to make those decisions."

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