Sentences with phrase «many affluent investors»

«The record levels of households reflect the significantly higher values of all asset classes post-recession,» Spectrem Group president George Walper, Jr., said in a press release, «and the recent record level of the United States markets following the presidential election has added demonstrably to the asset level of most affluent investors.»

The rest of affluent investors diverge in near - equal percentages: those who think the stock market will be flat in 2015 (16 percent) represent roughly the same portion of this demographic as those who are very bullish (17 percent), expecting the market to be up 10 percent to 15 percent in 2015.

A few primary areas of concern contributed to the modest stock market expectations of affluent investors.

My latest venture, Personal Capital, provides financial advice to affluent investors.

Too often, affluent investors are given «cookie cutter» products in an attempt to meet their distinct needs.

But our view is that affluent investors don't want that.

Bellwether Investment Management is a multiboutique investment manager dedicated to serving affluent investors

Bellwether is a multi-boutique investment manager dedicated to serving affluent investors.

Having had considerable year's investment experience collectively, Bellwether's partners understand the complexities faced by affluent investors and the absolute need for a «Tailored Solutions» approach to managing their investments.

After eighteen months and a significant capital investment in research, and development, Bellwether launched a series of investment solutions based on our «Disciplined Dividend Growth» investment process for affluent investors.

We believe that affluent investors need and deserve tailored solutions.

The clients we serve are affluent investors, predominately across North America, though we have some international clients.

Bellwether Investment Management Inc. is a boutique investment manager that offers tailored investment solutions for affluent investors, foundations, estates and trusts utilizing its proprietary «Disciplined Dividend Growth» Investment Process.

While the size of Canada's Banks does provide the security that investors are looking for, they may not provide the level of service and tailored solutions that affluent investors need and deserve.

Here's a look at how President Trump's estate tax proposal may affect affluent investors.

Just 11 percent of Mass Affluent investors consider themselves «very knowledgeable» about financial products and investments.

Similarly, Mass Affluent investors are more likely than their Millionaire and UHNW counterparts to consider themselves «not very knowledgeable» about financial products and investments, 28 percent vs. 17 percent of Millionaires and just 8 percent of UHNW investors.

Affluent investors are jumping off the sidelines and home prices are getting a lift.

We asked affluent investors whether they understand what a fiduciary is.

And while it's true that more affluent investors, defined as those earning more than $ 250,000 / year, are closer to their retirement income goals than others, even among this group, there was still a sizable gap.

Some affluent investors like Chad even set up family trusts and then loan the trusts money, explains Tony Maiorino, vice-president and head of RBC Wealth Management Services.

Another way affluent investors smooth out their tax hit is to use their losses and gains in the stock market strategically.

While sophisticated, affluent investors like the typical MoneySense reader are well aware of the benefits of exchange - traded funds (ETFs), they're still relatively unknown to most Canadian investors, according to a study being released today by the BMO Wealth Institute.

Another way affluent investors can smooth out their tax hit is to use their losses and gains in the stock market strategically.

A growing chorus of fixed income advisors are warning that the so - called SALT deductions passed by Congress are likely to blunt the appeal of certain types of municipal bond funds for affluent investors.

For many mass - affluent investors, advisor Staley believes the new tax revisions will prove beneficial since standard deduction totals are being doubled.

But the strategy can get complicated if, like many affluent investors, you already have pre-tax money in traditional IRAs.

Millennials were the initial targets of the robo firms, although some — notably Toronto - based Wealthsimple — are moving up - market to capture the assets of older, more affluent investors.

Usually perceived as unregulated, risky investment vehicles for the most affluent investors, the truth is a little more complicated.

Fidelity is marketing this style of UMA to affluent investors who are looking for «a single diversified portfolio that can be personalized to meet their individual needs while at the same time optimizing risk management and after - tax returns.»

Moving away from the conventional mix of stocks, bonds and cash, many affluent investors and their advisers are turning to alternative investments — like managed futures and hedged mutual funds — that are liquid but behave differently from the rest of the investment pack.

The increasing use of incentive stock options has also created a growing segment of affluent investors with unique risk management needs.

A probate attorney can offer a free report to affluent investors on the five ways to protect your wealth in the new economy.

To narrow down the top five Power Markets to Watch for Buyers and Sellers, as well as other key trends for affluent investors, the Coldwell Banker Global Luxury program collaborated with The Institute for Luxury Home Marketing to analyze the top 5 percent and 10 percent of active and sold listings in 2017.

Affluent investors, private direct lenders, and underwriters in the hard money space are all very fickle and paranoid, especially in the wake of the Great Recession.

Not exact matches

But Asia's wealthiest already have access to U.S. markets, MarketX said, adding that it wants to target «underserved» affluent Chinese investors with its digital platform.

In his November 2011 paper entitled «Financial Overconfidence Over Time Foresight, Hindsight, and Insight of Investors», Christoph Merkle examines relationships between the return / risk expectations of affluent, self - directed private investors and their trading activity, diversification and risInvestors», Christoph Merkle examines relationships between the return / risk expectations of affluent, self - directed private investors and their trading activity, diversification and risinvestors and their trading activity, diversification and risk taking.

Our auctions are marketed heavily to end user buyers, investors and our vast client base of affluent buyers.

That's because you've entered what financial planners like to call the «mass - affluent» class of investor.

This, in fact, highlights a significant difference between the affluent and the majority of regular investors: the rich have no problem spending a bit of money in order to grow or preserve wealth because they take a long - term perspective on estate management.

It focuses on affluent customers who spend large amounts on their accounts and tend to pay off their bills every month, though it told investors at a conference this week that it would like to capture more of the borrowing that its cardholders do elsewhere.

Results for affluent Canadians — household decision - makers with an income of $ 75,000 + and investable assets of 100,000 + — are similar to younger investors who are significantly more likely to provide high Investor Sentiment Index scores.

TORONTO — Four in ten (43 per cent) of the affluent millennials surveyed believe they will have more than enough income when they retire, despite putting saving for retirement near the bottom of their priorities, according to the most recent Manulife Investor Sentiment Index.

ISI Survey findings show that Canadian and American investors (affluent segment) have different views on cash and stocks as good investments right now.

Some investors think about investment homes along a continuum similar to bonds, ranging from AAA (lower return, lower risk, more affluent neighborhoods) to junk bonds (higher return, higher risk, less affluent neighborhoods).

A new survey from American Funds finds a broadly optimistic outlook among more affluent Baby Boomers and retired investors — despite widespread reporting about Americans» lack of retirement savings.

In his November 2011 paper entitled «Financial Overconfidence Over Time Foresight, Hindsight, and Insight of Investors», Christoph Merkle examines relationships between the return / risk expectations of affluent, self - directed private investors and their trading activity, diversification and risInvestors», Christoph Merkle examines relationships between the return / risk expectations of affluent, self - directed private investors and their trading activity, diversification and risinvestors and their trading activity, diversification and risk taking.

Angel investors — These people are typically affluent individuals willing to invest in businesses.

As investors line up, many wonder if the growing craze of customizable, subscription pet food is simply an affluent niche market or a truly transformative moment in the way people feed their pets.

Secondly, Robinhood has a chance to become the app of choice among increasingly affluent crypto investors who, as they watch their digital gains increase, diversify more and more into traditional assets like precious metals, mutual funds, and the like.