Financial Crisis and Investment Sentiment July 09

(Read PDF for full article)

Every other month, the Phoenix Marketing International Affluent Marketing Service^sm (AMS) tracks changes that Mass Affluent and Millionaire (Wealth) households anticipate making to their investment portfolios in the next three months. Because of the unprecedented events in the financial markets over the past six months, we added questions to our survey to gauge the reactions of affluent investors, and to track changes in their investment attitudes and behavior as the crisis continues to unfold.