Note: The names, residences and some circumstances of those profiled have been changed to protect their privacy. We deeply respect the confidentially of our subjects and respondents, and do not share private information.
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 The economic events over the past year have forced US investors to make changes to their financial plans.
Over 50% of the Mass Affluent indicate their short term and long term financial plans have been seriously impacted by the events of the past year. The economic crisis has caused Mass Affluent investors to become much more conservative today than they were one year ago.
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Read more... [Mass Affluent Making Changes]
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Millionaire Profiles 
Anthony Ansari emigrated with his middle class family from Iran to the New York suburbs as a young boy with the American dream of a better life. He decided he wanted to be a doctor and attended Johns Hopkins University where he specialized in cardiac surgery.
Decades of steady and conservative investing have allowed Abigail and Dorothy to build a sizable nest egg for a comfortable and active retirement. Following a philosophy of always and automatically saving first, and only spending what is left. The couple also, admirably, carries no debt-with their home mortgage paid off long ago.
