The Spectrem Group

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  Women Are Not a Niche

  By Mark Tibergien  |  June 26, 2012

  At a recent Barron’s Top Independent Advisors conference, an audience member posed a question to me and my counterparts that seemed like a flashback to the 1970s and ‘80s.

• Retirement Assets Near Pre-Recession Levels: Spectrem

  By Danielle Andrus, AdvisorOne  |  March 23, 2011

  Retirement plans, though not quite at their pre-recession levels, are getting there, a report released Tuesday by The Spectrem Group found.

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  Millionaires' Confidence Returns, Spectrem Finds

  By Janet Levaux, AdvisorOne  |  December 29, 2010

  The Spectrem Millionaire Investor Confidence Index is at its highest level since December 2007

• Ready for a Rebound

  By Ellen Uzelac  |  February 1, 2009

  With the credit crisis, real estate dive and market meltdown, 2008 is a year we would all like to forget. Our best advice: Don't. The...

• 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...

• 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...

• Election Over, Affluent Households Regain Optimism

  By Staff Writer  |  January 12, 2005

  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, more than doubled in December, to a "mildly bullish" level unseen since June. Meanwhile, the more exclusive Spectrem Millionaire Index also rose. This index measures the investment...

• 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...