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The Motley Fool December 20, 2006 Mary Dalrymple |
The Thrifty Millionaire Not all wealthy people are the big spenders that you might imagine. The wealthy get there through hard work, planning, and financial discipline. |
AskMen.com August 27, 2001 Michael Bucci |
Are You Millionaire Material? Most people have a set image of what a millionaire is. Someone that wears a $10,000 Rolex and drives a BMW 540 series car. Sounds about right... right? Wrong. It turns out that the majority of millionaires in America are seemingly normal "guy next door" types... |
Registered Rep. April 28, 2015 Megan Leonhardt |
Millionaires Don't Know When to Quit Many wealthy investors keep working long after they need because of the continual shift in objectives and the need to maintain financial security. |
The Motley Fool June 28, 2006 Tim Beyers |
How to Get Rich Do you have what it takes? Spending $5,000 on a pet armadillo named Sherman is no way to get rich. Conversely, investing smartly in stocks, bonds, and mutual funds increases your chances greatly. |
The Motley Fool August 27, 2009 John Rosevear |
These Stocks Could Make You Truly Rich Can you get wealthy -- really wealthy -- by holding stocks for a long time? |
Job Journal March 13, 2005 Marty Nemko |
Quick Fix: Your First Million The Millionaire Next Door summarizes a survey of more than 700 millionaires and reveals that the secret to financial security may not be so mysterious after all. It's more likely to be found in a run-of-the-mill business. |
ifeminists November 4, 2003 Bill Winter |
The Economic Wisdom of Joe Millionaire Joe Millionaire is, in fact, a profound morality tale and a no-nonsense economics lesson. |
Financial Advisor October 2005 Grove & Prince |
Understanding The Middle-Class Millionaire Middle-class millionaires are the "ideal clients" for most financial advisors. They are wealthy enough to require the services of high-quality financial advisors, yet not so wealthy that most financial advisors end up in over their heads. |
Registered Rep. September 4, 2013 Diana Britton |
What Is Wealthy? Fifty percent of investors define wealth as having no financial constraints on what they do, while only 16 percent say it's about surpassing a certain asset threshold. |
U.S. Banker June 2011 |
More, More, More The total wealth of millionaire households is on track to balloon in the next decade, but most of that will be outside of the U.S. |
The Motley Fool March 17, 2004 Dayana Yochim |
Who Is Average Joe Millionaire? Statistics on your average millionaire and details about their lifestyles. |
Investment Advisor April 2008 Bob Clark |
No More Mr. Nice Guy It appears independent advisors may be changing, and not necessarily for the better. |
Financial Planning February 1, 2011 Allan S. Roth |
Savers and Spenders What makes some people focus on squirreling away a large nest egg, while others are hopelessly oblivious to reminders to save and end up in debt? It turns out that the psychology of saving is complex, and surprisingly little research has been published on the subject. |
Financial Planning June 1, 2008 Elizabeth O'Brien |
Millionaires Ahoy! Independent advisors who are looking to snag more millionaire clients should focus their efforts on prospects who do not already have a registered investment advisor, according to a new study by Fidelity Investments. |
The Motley Fool October 20, 2004 Selena Maranjian |
Few Self-Made Millionaires Many millionaires admit that they couldn't have done it without others. |
Fast Company March 2003 Polly LaBarre |
How To Lead a Rich Life (Revised and Updated for a Poor Economy) Can money buy happiness? What is the measure of true wealth? Why do so many people with high incomes have such limited assets? A values-driven guide to mastering the Money Issue. |
The Motley Fool January 4, 2008 |
Want to Be a Millionaire? The key to accumulating wealth is to consistently spend less than you earn over time. How obvious and simple in concept, yet difficult in practice! |
Investment Advisor May 2007 Kara P. Stapleton |
What Millionaires Value According to Fidelity Registered Investment Advisor Group's recently released survey, financial advisors play a critical role in helping millionaires meet their investment needs, but 30% of those wealthy surveyed do not currently use an advisor. |
Registered Rep. June 7, 2011 Charles Paikert |
Wealth Managers Wooing Gen Y Heirs with Conferences and Workshops The intense focus on offering educational programs to children of wealthy clients is being fueled by both a practical need to cultivate new customers and genuine demand, say industry executives. |
Financial Planning July 1, 2007 Kathy Gevlin |
White Paper The study points out a number of attitude and behavior changes among surveyed high-net-worth individuals. For the first time in the survey's six-year history, with regard to investing, wealthy individuals care as much about return on assets as they do about preservation of assets. |
Investment Advisor June 2008 Kara P. Stapleton |
Involved Pentamillionaires A recent survey offers some insight into how America's six million millionaires make their investing decisions. |
AskMen.com June 1, 2003 Brian MacKenzie |
Highly Effective Habits Of Millionaires The Armani suit, Gucci glasses and flashy roadster may have you looking like a million bucks, but do you know how to actually attain it? There is a certain financial and business mentality that's common in most self-made millionaires, and it's a mentality worth adopting. |
Investment Advisor August 2005 Melanie Waddell |
The Playing Field: Serving Mid-Tier Millionaires Mid-tier millionaires desperately want to reduce the complexity of managing their wealth and consolidate all of their financial needs under one roof. Can you help them? |
Financial Planning June 1, 2011 George H. Walper Jr. |
The Worried Wealthy Surprisingly, few multimillionaires see themselves as "very wealthy." Much like the rest of us, they fret about the economy, the federal deficit, taxes and health care. |
The Motley Fool February 6, 2007 Tim Beyers |
Is the Market High? Don't let economists dictate your portfolio. One-up them instead by regularly adding new money to stocks that pay you, and then reinvesting the proceeds. |
Registered Rep. April 1, 2007 Susan Konig |
Finding the Hidden Millionaires Many financial advisors may be overlooking today's breed of millionaire, who is more likely to drive a Camry than a Caddie. |
The Motley Fool January 3, 2008 Dan Caplinger |
How You Can Be a Millionaire All this month, we'll give you tips on how to make $1 million, and what to do with it once you get it. |
Investment Advisor May 2009 Jeff Joseph |
Venture Populist: Chaos = Opportunity (Oh, please) Will advisors revisit their mantras or continue to tout the same asset-allocation models that have so devastated their portfolios? |
Registered Rep. May 6, 2007 Christina Mucciolo |
More Millionaires Investing on Their Own, Study Says There are a lot of millionaires in the United States. More than ever, in fact, according to recent research. But are they turning to financial advisors for help? Well, yes, and no. |
Financial Advisor April 2008 Grove & Prince |
Jump On The Bandwagon How will the growing number of middle-class millionaires affect the financial planning industry, and provide advisors with a possible key to enhanced growth and profitability. |
Bank Technology News February 2003 |
By the Numbers Millionaires have become a lot more particular when making financial decisions. And many of their behavioral changes can be linked to a generational shift that's seen more of North America's youth catapult into the rich category in the last three years. |
Investment Advisor July 2009 James J. Green |
Numerology: Wealthy Remain Wary The wealthy are even more risk-averse than advisors might have thought. |
The Motley Fool June 28, 2007 John Rosevear |
The Secret Key to Wealth Five words that will bring you riches: Spend less than you earn. |
Financial Advisor July 2007 Bruce W. Fraser |
Fortune's Fortress A new book reveals the secrets of dealing with the uberwealthy of the hedge fund community. |
Wall Street & Technology August 22, 2005 Maria Wakem |
Millionaires Seek Virtual Services A new report reveals that the most efficient way for financial institutions to tap the underserved market of midtier millionaires is through the adoption of virtual service networks. |
U.S. Banker September 2002 Matthew de Paula |
As Markets Wither, the Millionaire's Club is Flush The number of millionaires around the world actually looks to be growing despite drought-like market conditions. |
Financial Advisor September 2005 Grove & Prince |
The Affluent And The Estate Tax The affluent are far from unanimous when it comes to the state and the fate of the estate tax, especially when they're segmented by their source of wealth into those who made their millions and those who inherited their money. |
Registered Rep. July 1, 2006 Kristen French |
Trading Up The Wealth Advisor Institute, a new trade group for advisors who cater to the wealthy, opened its doors in June. |
Financial Planning December 1, 2011 Paul Schervish |
Why Give? When planners help clients manage their wealth, it is important to help them recognize the deep emotional sources of philanthropy. |
Financial Advisor August 2006 Grove & Prince |
Global Citizens This is the first of a two-part series based on the authors' new white paper, offering psychographic information to financial advisors who target high-net-worth individuals. |
The Motley Fool August 7, 2007 Rich Duprey |
The Million I Never Made You can do it! When it comes to investing, do it early, do it often, do it always. Then you won't have to say that you could've been a millionaire. |
Registered Rep. October 18, 2011 Charles Paikert |
Freedom From Wealth: Heavy Hitters Offer Game Plan For High Earners "Freedom from Wealth" is at its best when it clearly lays out exactly how families should approach the wealth that they have, including what they want it to be for and how they should go about managing it. |
Registered Rep. August 1, 2005 John Churchill |
Rich Brands, Poor Brands Wealthy clients are very familiar with wirehouse brand names -- a sign that the industry's heavy marketing is paying off. But when it comes to rating the actual services that firms deliver, wealthy clients favor boutique trust firms and private banks. |
Registered Rep. January 27, 2011 Charles Paikert |
Consumer Confidence Rising, But Investors Still Skittish Measures of consumer and investor confidence are rising rapidly, but wealth managers say their clients aren't completely on board yet. |
Financial Advisor January 2007 Mitch Anthony |
The Paradox of Plenty To better connect with your financial advisory clients and empathize with their walk into and through the building of wealth, you need to be able to relate to the emotional tensions they may be experiencing. |
The Motley Fool February 8, 2007 Mary Dalrymple |
Borrow Like the Rich Knowing your approximate level of debt can help you make decisions about whether a major purchase financed by debt is good for your overall wealth. |
Investment Advisor July 2007 Melanie Waddell |
Gen Xers: The Optimal Client? The best new clients for financial advisors may be high-net-worth Gen Xers, but the trick will be luring these young millionaires away from the banks. |
The Motley Fool October 10, 2006 Jim Mueller |
A Million-Dollar Road Map Turn a couple of dinners a month into wealth. Seriously, you can be a millionaire if you put the right plan in place. And while it starts with saving your dollars, the next step is to start those dollars growing. |
AFP eWire May 18, 2010 |
Understanding High Net Worth Donors A new study of high net worth individuals in the U.S. and the U.K. found that those that gave the most did so out of a sense of responsibility or duty. |
Registered Rep. March 7, 2012 |
Due Diligence: Four Overlooked Havens of Wealth If you are looking for that golden land of wealth management opportunity, eFinancialCareers has done a little homework for you. |