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Every other month, the Phoenix Marketing International Global Wealth Monitorsm (GWM-U.S.) tracks changes that Mass Affluent and Millionaire (Wealth) households in the U.S. 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, 2012). These questions were fielded in late December, 2012, and early January, 2013, using an online questionnaire. Responses were received from 1,156 qualified panelists.