What the Wealthy Did with Their Stock Gainsâ€¦
- Fast money in a changing world. Hooper, Narelle // BRW;05/28/99, Vol. 21 Issue 20, p74
Presents charts and information on the individuals and families listed on the magazine's `Rich 200,' list for 1999. How the creation of wealth is changing in Australia; Impact from the stock market boom; Nature of the new fortunes on the list; Chart of the fastest-growing fortunes, the biggest...
- NO PANIC. Bloom, Roger // Orange County Business Journal;8/16/2001-8/12/2001, Vol. 24 Issue 32, p60
Focuses on the U.S. Trust Survey of Affluent Americans, which found the wealthiest of the population worried about the stock market in the first four months of 2001. Percentage of respondents who believed their stock market gains will be lower in 2001; Diversification of portfolios; Willingness...
- Survey: Most millionaires credit financial success to hard work. // Toledo Business Journal;Mar2014, Vol. 30 Issue 3, p6
The article reports on the result of PNC Wealth and Values Survey over financial success of most American rich people. The survey shows that most of them cite smart saving as the key to financial success over investment choices, while only few have benefited from inheritance or a rich spouse....
- Appreciation society. Rees, David // BRW;5/22/2003, Vol. 25 Issue 19, p16
Focuses on factors influencing everyone's financial circumstances. Saving programs of rich people; Proportion of wealth attributed to household in Australia.
- Women worry about money more than men, survey shows. // Benefits Selling;May2011, Vol. 9 Issue 5, p16
The article focuses on a survey which found that women worry more than men in regards to saving and have lower confidence in investment decisions than men, conducted by MassMutual's Retirement Services Division in the U.S. between November 15, 2010 and January 15, 2011. The study also discovered...
- Advising the suddenly wealthy. Bovitz, Ralph; Freedman, Mitchell; Goodfriend, Karen // Outlook;Spring98, Vol. 66 Issue 1, p18
Discusses four profiles that represent sudden wealth in California and how accountants can best address their financial planning needs. Baby boomer inheritor; Athlete; Entrepreneur; Lottery winner.
- SURVEY SAYS... Cain, Sandi // Orange County Business Journal;04/24/2000, Vol. 23 Issue 17, p94
Cites a survey by the Spectrum Group's Affluent Market Research Program showing an increase in the number of affluent women in the United States from 1996 to 1998. Comparison with the increased number of affluent men; Characteristics of affluent women; Civil status.
- Blessing and a Burden. Stein, Helene; Brier, Marcia // Financial Planning;May2001, Vol. 31 Issue 5, p115
Gives advice on how financial planners can prepare wealthy clients in financial planning process. Importance of understanding the client's emotional turmoil; Common situations that planners encounter during financial planning process with wealthy clients; Challenges facing wealthy clients.
- Merrill: Structured Products Were Shelter in Market Storm. Eljas, Miriam; Ring, Niamh // American Banker;5/24/2001, Vol. 166 Issue 100, p4
Focuses on Merrill Lynch and Co.'s fifth annual 'World Wealth Report,' which shows that the use of structured investment products helped wealthy investors hold on to their assets during turbulent market conditions in 2000. Measures taken by investors to protect their capital; Use of structured...