George H. Walper , Jr.

• Wealthiest Americans Turn to FAs

  By Janet Levaux, AdvisorOne  |  August 29, 2008

  More than one-third, or 36 percent, of high-net-worth investors - defined as a net worth of between $5 million and $25 million, excluding primary residences - say that they are "advisor-assisted." Thi

• Optimism Down, Hedge Inflows Up

  By Staff Writer  |  June 1, 2006

  In early May, the research organization Spectrem Group said that the investment outlook traced by its "affluent index" (based on a survey of households with...

• Affluent Bullish, But Watchful of Oil Prices

  By Staff Writer  |  March 6, 2006

  CHICAGO (HedgeWorld.com)--The Spectrem Group said that the investment outlook traced by its "affluent index" (based on a survey of households with US$500,000 or more in assets) gained another point in February, remaining in mildly bullish territory. On a scale ranging from positive 30 to negative 30, neutral terrain ranges from...

• Affluent Households Pull Out of Neutral

  By Staff Writer  |  February 6, 2006

  CHICAGO (HedgeWorld.com)--The Spectrem Group said that the investment outlook traced by its "affluent index" (based on a survey of households with US$500,000 or more in assets) gained four points in January, putting it in mildly bullish territory. On a scale ranging from positive 30 to negative 30, neutral terrain ranges...

• The Return of the Full Service Broker/Dealer?

  By Staff Writer  |  January 20, 2006

  Spectrem Group study says yes, but...

• Affluent Investors Cite Iraq, Social Security, as Pressing Concerns

  By Staff Writer  |  March 21, 2005

  CHICAGO (HedgeWorld.com)--The latest Spectrem Affluent Investor Index shows that many among the wealthy have turned their attention to Social Security. In response to an open-ended question about the news events driving their economic outlook, affluent investors (i.e., those in households with US$500,000 or more in investable assets) in February cited...

• Affluent Investors Show Little Change in Mood

  By Staff Writer  |  December 6, 2004

  CHICAGO (HedgeWorld.com)--Spectrem Group announced that its Affluent Investor Index, which measures the investment outlook of households with US$500,000 or more in investable assets, rose slightly in November, although it remains in neutral territory. Meanwhile, the more exclusive Spectrem Millionaire Index remained on the bullish side in November, at a level...

• Merely Affluent Investors Still Neutral, Millionaires Newly Bullish

  By Staff Writer  |  November 9, 2004

  CHICAGO (HedgeWorld.com)--Spectrem Group announced the return of its Spectrem Millionaire Index to mildly bullish levels in October, after September's dip into neutral territory. The broader Spectrem...

• Spectrem Sees Millionaires Enter Neutral Territory from Bull Zone

  By Staff Writer  |  October 18, 2004

  CHICAGO (HedgeWorld.com)--The Spectrem Group reported its Spectrem Millionaire Index fell to neutral in September, after seven consecutive months in mildly bullish terrain. The SMI measures the investment outlook of households with investable assets of US$1 million or more via 250 10-minute phone conversations each month. In response to an open-ended...

• There's a Bear in This Election: The Affluent Investor

  By Staff Writer  |  September 10, 2004

  CHICAGO (HedgeWorld.com)--The Spectrem Group reported that its Spectrem Affluent Investor Index dropped in August to its lowest level since February on concerns about the U.S. presidential election and higher fuel prices. The index measures the bullish or bearish sentiments of U.S. households with US$500,000 or more in investment assets. This...