Financial Crisis and Investment Sentiment Jan 10

(See 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.

As in the past, this article examines trends in planned changes to overall investments, and recent changes made in specific asset categories (three months prior to December, 2009). These questions were fielded in December, 2009, using an online questionnaire. Responses were received from 1,276 qualified panelists.