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- Doctors and Lawyers Losing Their Prestige
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- The early bird gets the worm after all
- Homeowners Sue Wall Street
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- Update: Is your iPhone really yours? Answer: Maybe...
- Want to get rich? Hang out with people who want the same
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- Episode 4: How are the Wealthy Investing in this Challenging Economy?
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- LISTEN - Mass Affluent Investor
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- Millionaire Profiles
- A Lottery Fortune Won and Lost
- From Cops to Doctors - A Cardiologist's Investments Gives Him His Heart's Desire
- For some, reaching financial goals means going it alone
- You have nothing, if you do not have your health
- Business Built on Initiative, Hard Work
- Physician Realistic about the Future
- 9/11 Changed Her Life Forever
- Legacy Built on Skill and Hard Work
- Vision and Effort Brought Success
- Young professional invests in future
- Success Begins with Sense of Entitlement
- Entrepreneur Adjusting to Life Alone
- Education Becomes a Family Legacy
- Entrepreneur Finds Success in Relationships
- She Enjoys Sharing Her Good Fortune
- Artist Finds Happiness in Puerta Vallarta
- High Tech Launches Family Fortune
- Real Estate Investors Think About Diversifying
- Maintaining Focus During a Time of Change
- Successful Immigrants Believe in a Legacy of Education
- A Simpler Life May Be the Answer To A Comfortable Retirement
- Slow and Steady Investing Builds a Comfortable Affluence
- A Lifetime Love of Horses
- Millionaire Indices
- Millionaires Optimistic while Affluent Hold Steady
- Affluent Index Concern About Economic Stability Continues
- May 2008: Millionaires and Affluent Back in Step
- April 2008: Millionaire Index Falls Below Affluent Index for First Time
- March 2008: Spectrem Indices Drop to Lowest Point
- February 2008: Spectrem Affluent Indices Rise Slightly
- January 2008: Indices Drop Economy and stock market worries shake confidence
- December 2007: Holiday Optimism and Economic Confidence Buoy Indices Upwards
- November 2007: Millionaires and Affluent Back in Step
- October 2007: Surge Back into the Stock Market
- September 2007: Unconvinced of Recovery
- August 2007: Affluent Shaken
- July 2007: Ready for the Plunge
- June 2007: Optimism Cools
- May 2007: Optimism Continues
- April 2007: Optimism Restored
- March 2007: Pessimism Takes Hold
- January 2007: Waiting and Watching
- Investment Preferences
- Not Investing back up as the summer doldrums set in
- Wealthy Moving back into Cash, Stocks and Real Estate
- May 2008: Not Investing jumps as the Affluent back out of the market
- April 2008: Affluent move back into stocks, while Millionaires remain cautious
- March 2008: Not Investing Rises
- February 2008: Some Optimism Returns After January Dip
- January 2008: Stock Investing Falls and Cash is King
- December 2007: Stock, Bond and Real Estate Rise
- November 2007: Stock investing takes a hit
- October 2007: Stock Market Surges Alone
- Sept 2007: Traditional vehicles unpopular
- August 2007: Markets take a toll
- May 2007: Pessimistic outlook
- April 2007: Return to investing
- March 2007: No new investing
- June 2007: Cash is on the upswing
- July 2007: Pulled Away from Market
- Perception of Issues
- Stock Market continues to trouble the Wealthy
- Economy still top threat to achieving goals
- May 2008: Increased Oil/Gas Prices Dominate Affluent Concern
- April 2008: Stock Market Concerns Continue to Rise
- March 2008: Concern about the Economy Continues Unabated
- February 2008: Political Climate Concerns Dominate
- January 2008: Stock Market Worries Affect Stock Market Concerns
- December 2007: Economy a continued worry
- November 2007: Real Estate Woes Nag
- October 2007: Economy & Stock Market Concerns Rise
- September 2007: Economy a Concern
- December 2006: Cost of Living
- January 2007: Watching the Market
- Febuary 2007: Affluent Express Worry
- March 2007:Anxiety Abounds
- April 2007:Unflappable Affluent
- May 2007: Middle East Concerns
- August 2007: Real Estate Woes
- June 2007: Economic Threat
- July 2007: Stock Market Worries
- Affluent Outlook
- Strongest Rise in a Year
- Outlook Beats All Time Low Concerns Abound
- May 2008: Inches up despite continued concerns about the economy
- April 2008: Despite a return to investing, household outlook hits all-time low
- March 2008: Weighted down by perceptions of falling assets and income
- February 2008: Rises incrementally following a rocky January
- January 2008: Outlook Plummets in the Wake of Instability
- October 2007: Falls as economic concerns abound
- December 2007: Rises for the Holidays
- November 2007: Dragged Down by Economic Concerns
- September 2007: Rises, but economic concerns still abound
- March 2007: Losing Gains
- July 2007: Reflecting Stock Market Concerns
- August 2007: Reflecting Real Estate Concerns
- April 2007: Dramatic Recovery
- May 2007: The Affluent Send Mixed Signals
- June 2007: Investors holding steady
- Affluent Investing
- Wealthy Investor Call Back Expectations and Loyalty
- How the Wealthy Research Investments
- Presidential Candidiate Tax Polcies Could Affect 34 Million Households
- The Wealthy Rank Providers: Who are they more likely to use and why?
- Economy and Gas Prices Worry the Wealthy
- Religion and Investing Habits How do you measure up?
- Economic Woes Continue to Affect Wealthy
- The Wealthy Cut Back on Luxuries, But Continue to Invest
- Internet Affects Wealthy Investors
- Finding the Perfect Advisor
- Wealthy Tighten Their Belts as Crisis Continues
- The Wealthy Feel the Subprime Pinch
- Green Investing: Are the wealthy putting their money where their mouth is? Maybe.
- Solutions for Retirement Income: How prepared is your advisor?
- Millionaires Worry About Foreign Investing in Financial Service Firms
- Rich Professionals Need Help
- The Millionaire Woman: How is she different
- How Much Does One Need to be Rich?
- Get Rich, Stay Rich Pass It On
- Time to Refinance? Millionaires say no!
- What is a UMA?
- Can Your Money Grow Organically?
- Most Popular Affluent Investments
- High Yield and Low Risk Are a Warning Sign
- Be Wary of Following Broker to New Firm
- Broker Most Likely Advisor...But Others Gain Ground
- Affluent Internet Use Decreases with Age but Increases with Wealth
- Concern over war but little change in investment strategy
- More Than Half of Wealth in Liquid Assets
- June 2005: Factors That Could Impede Your Financial Progress
- What is your risk tolerance?
- Accountants Tops in Two Categories
- Wealthy Express Interest in Estate Planning
- Search Engines Outdraw Financial Sites
- Wealth Generally Earned, Not Received
- Affluent Choices of Best Financial Firms
- Affluent Readers Favor Wall Street Journal
- Equities the Investment of Choice
- Interest Grows in Guaranteed Returns
- Record Number of Americans Are Millionaires
- Wealthy Researching Investments Online
- Wills the First Choice of Wealth Transfer Tools
- Self-Directed Want Answers, Low Fees
- Most Popular Affluent Investments
- SEC Developing Online Tools for Investors
- More Financial Tasks Completed Online
- Comfortable Retirement Top Financial Issue
- Half Plan to Transfer Wealth During Lifetime
- Many Skeptical of One Stop Financial Shopping
- Internet Use Tops 12 Hours Per Week
- Feds Ease Airline Carry-On Items Ban
- Whole Life Tops Insurance Choices
- Hedge Fund Use Growing
- Many Have Not Done Financial Planning
- Financial Planning Not Seen as Ongoing
- Retirement Appears More Distant
- More Business Being Conducted Online
- Investments Purchased from Multiple Sources
- Children Not Alone as Inheritors
- Women More Likely to Prepare for Future
- More Retirement Advice Desired
- Demand Grows for More Secure Data
- Need Seen for More Estate Planning
- Very Rich Invest Time in Planning
- Tuition Payment Most Common Financial Event
- Very Rich Anticipate Wealth Transfer
- More Than Half of Wealth in Liquid Assets
- Help Sought for Estate Planning
- Retirement Planning Services Valued
- Very Rich Often Business Owners
- Schwab Top Choice as Primary Custodian
- Tax Shelters Remain a Mystery
- More Information Obtained Online
- Equities Appeal Oldest Investors
- Demand for Robust Sites Remains Muted
- Investors Undeterred by Hurricanes
- Young Most Likely to Own Options
- More Financial Services Desired
- Multiple Investment Choices Wanted
- Financial Concerns Diminish with Age
- Equities the Investment of Choice
- Participants Not Familiar with ETFs
- Investors Unfazed by Mutual Fund Scandals
- Boomers May Sell Homes for Retirement
- Internet Use Increasing Among Wealthy
- Tax Reduction Not a Major Interest
- Investment Planning Not the Norm
- Cable Viewers Tune to CNN, Fox News
- More Than Half of Wealth in Liquid Assets
- Retirement Plan Enrollees Turning Conservative
- Investors Looking for Predictability
- To Trust or Not to Trust: When is a trust something you should consider?
- Executives, Owners Top List of Wealthiest
- Business Owners Concerned Most About Taxes
- Cash Levels Still Unusually High
- Investment Products Not Well Understood
- Very Rich Households Eye Retirement
- Desire to Build Wealth Persists
- Retirement Plan Participants More Confident
- Financial News Holds Greatest Interest
- Myth vs. Reality: Affluent households satisfied with asset levels?
- Municipal Bonds: Active vs. Passive Portfolio Management
- Getting Ready for Retirement?
- Record Sales for Fine Art
- NYSE Goes Global
- Affluent Investors Thrive with International Risk
- Sophisticated Product Providers
- Affluent Choose Family Travel Over Golf
- You say you're ready for retirement but you are not
- International Markets Soar as U.S. Markets Level Off
- Identity Theft Scams Target the Affluent
- Myth vs. Reality: Are affluent professionals knowledgeable about investing?
- Alternative Investments Beckon
- Business Owners Have More Complex Financial Needs
- Solidify your Relationship Portfolio: Invest in True Love
- Baby Boomers Plan to Keep Working
- Internet Blogs Gain Influence
- Concern over war but little change in investment strategy
- Do Not Be Afraid to Ask about Fees
- Affluent Household Financial Decisions Making
- Retirement Planning
- Retirement a Concern for Wealthy Women
- Advisors Strongly Influence Rollover Behavior
- Financial Planners Get Vote of Confidence
- Investment Planning Not the Norm
- You say you are ready for retirement but you are not
- Participants Not Familiar with ETFs
- Very Rich Invest Time in Planning
- Many Have Not Done Financial Planning
- Wealthy Express Interest in Estate Planning
- Getting Ready for Retirement?
- Retirement Plan Participants More Confident: April 2006
- Very Rich Households Eye Retirement
- Retirement Plan Enrollees Turning Conservative
- Boomers May Sell Homes for Retirement
- Financial Concerns Diminish with Age
- Retirement Planning Services Valued
- More Retirement Advice Desired
- Retirement Appears More Distant
- Retirement Savings a Worry Even for Wealthy
- Comfortable Retirement Top Financial Issue
- Baby Boomers Plan to Keep Working
- A Simpler Life May Be the Answer To A Comfortable Retirement
- Women More Likely to Prepare for Future
- Retirement Savings a Worry Even for Wealthy
- Women & Investing
- Myth vs. Reality: Women and advisors
- Female Investors Unfazed by or Unaware of Mutual Fund Scandals
- Women More Skeptical of One-Stop Financial Shopping
- Gender, Investable Assets, and the Importance of Charitable Giving
- Affluent Women Satisfied with Advisors
- Loss of Trust Prompts Provider Switching
- No Gender Difference Among Advisor-Assisted
- Affluent Women Unimpressed By Advisor Tools
- Women More Likely to Prepare for Future
- Solidify your Relationship Portfolio: Invest in True Love
- Women Pick Advisors Based on Referrals
- Advisor Articles
- Myth vs Reality Women and advisors
- The most important factors when in choosing an advisor
- Advisors Strongly Influence Rollover Behavior
- Need for Specialists Grows with Wealth
- Telephone Tops Communication Options
- Loss of Trust Prompts Provider Switching
- Advice Most Sought by Very Rich
- Need for Specialists Increases with Wealth
- Telephone Contact Preferred
- Combined Statement Tops Services
- High Quality Advice Expected
- Clients Seek More Contact in Uncertain Times
- Few Willing to Change Firms for Convenience
- Financial Planners Get Vote of Confidence
- No Gender Difference Among Advisor-Assisted
- More Choices Sought from Advisors
- Investors Seek Responsive Advisors
- Brokers Favored as Primary Advisor
- Advisor Selection Criteria Differ by Age
- Primary Advisors Used for Managed Accounts
- Advisors Strongly Influence Rollover Behavior
- Advisor Communications Found Lacking
- Young Investors Not Choosing Parents' Advisors
- Young Expect More of Advisors
- Investors Divided Over Advisor Loyalty
- Advisors Mistakes Not Easily Forgiven
- Why Do You Change Advisors
- Advisor Dependence Declines
- Myth vs Reality Advisor Track Record Most Important
- Myth vs Reality Does bigger equal better for investors
- You're not likely to change advisors but if you are, ask someone you trust.
- Affluent Women Unimpressed By Advisor Tools
- Advisor Dependence Declines
- Focus Group Finding: Affluent Women Satisfied with Advisors
- Women Pick Advisors Based on Referrals
- Millionaire Lifestyles
- Real Estate Investing
- Innovative Enterprise
- Philanthropy
- American Heart Association Salons
- Religious, Education and Social Service Top Affluent Charitable Giving
- Golden Age of Philanthropy
- Desire to be Personally Involved in Important Charities
- Adjusting Level of Charitable Giving Based on Personal Financial Situation
- Obligation to Share Wealth as a Reason for Charitable Giving
- Importance of the Ease of Charitable Giving by Age
- Patterns of Charitable Giving
- Gender, Investable Assets, and the Importance of Charitable Giving
- Donors Do Not Consider Tax Benefits
- Shaking the Tree
- Level of Charitable Giving Declines
- Charity & Religion: Giving Time & Money
- Charitable Giving Starts Close to Home
- Get Rich, Stay Rich, Pass It On
- Contact Millionaire Corner
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