Affluent & Millionaire Sentiment: A Shift to Safety

Affluent & Millionaire Investment Sentiment and Behavior: A Shift to Safety
Every other month, the Phoenix Marketing International Affluent Marketing Service(AMS) tracks changes that Mass Affluent and Millionaire households anticipate making to their investment portfolios in the next three months.  Beginning in August, 2008, we now ask investors about actual changes to specific investments made in the past three months, as opposed to planned changes in the next three months.   We believe this provides a much more accurate reflection of investors’ mindset and what is actually happening in the marketplace.

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