Sunday, April 5, 2026

HNW Investor Optimism Falls

Fri, 05 August 2022  |  investing 

According to the latest quarterly Investor Sentiment survey from UBS optimism among high-net-worth investors dipped to early-pandemic levels. The survey of over 2,800 investors and 1,100 business owners in 14 markets found that investors are saving for retirement and delaying big purchases.

Nearly three-quarters of investors are worried about making bad investment decisions and are holding cash. Despite this, they see long-term investment opportunities in energy security, smart mobility, and automation/robotics.

Iqbal Khan, President of UBS Europe, Middle East, an... Read More

Inflation Risk Tops Financial Concerns For Women

Fri, 05 August 2022  |  retirement women 

Inflation risk (73%) tops the list of women's financial concerns, ahead of illness or disability (71%), market volatility (70%), longevity (58%) and unemployment (43 percent ). 41% of women say they know how to avoid inflation risk.

The State of Women 2022 study examined women's financial risks and investment portfolios. All income levels showed low inflation preparedness. 44% of women with incomes above $200,000 know how to address inflation risk in their portfolios.

Jean Chatzky, HerMoney CEO and Alliance for Lifetime Income Fellow, says inflation protectio... Read More

Average Millennial Owes $117K

Thu, 28 July 2022  |  consumers debt 

Almost all (90%) of American millennials have experienced non-mortgage credit at one point or another, with 72% of millennials currently owing non-mortgage debt of $117,000 on average, according to a new report by Real Estate Witch, an online publication that provides expert real estate advice.

A survey of 1,000 millennials found that 67% had credit card debt. This makes it the most common type of debt among them. The average credit card debt amount is $5,349.

Student loan debt was next, with 48% of millennials reporting they had student loans and owed ... Read More

Will The Housing Bubble Burst?

Thu, 28 July 2022  |  housing 

Owning a home has been the focal point of the American Dream for over 100 years. Rising property prices in recent years have made it increasingly difficult for more Americans to realize that ambition. The ongoing increase in housing costs indicated a seller's market for homeowners. This implies that the lack of inventory, high prices, and rising interest rates might be challenging for anyone trying to buy or rent a property.

But is there relief in sight? Many prospective homeowners are wondering whether the housing bubble is about to pop like it did in 2008, plunging the U.S... Read More

Envestnet Examines Keys to Unlocking Complicated Financial Relationships

Thu, 28 July 2022  |  financial advice 

Envestnet released the results of its first national study, "The Intelligent Financial Life: The Unexpected Intersection Between Technology, Clarity, and the Human Connection," which was conducted in collaboration with The Center for Generational Kinetics. The study revealed unexpected trends, attitudes, and behaviors that Americans across generations have regarding utilizing financial advisors and new technology to help them achieve their financial goals.

The study offers evidence-based perceptions about what's required to support people's accomplishments. The Intelligent Finan... Read More

Older Homeowners Least Likely To Tap Home Equity

Wed, 27 July 2022  |  housing 

Finance of America Reverse LLC (FAR), a leader in retirement solutions asked The Harris Poll to conduct a survey of 2,000 homeowners in the United States aged 18 or older to gain an understanding about home equity, its potential uses, and how it can be used to help homeowners achieve their long-term financial goals.

It was found that older homeowners are less likely to use home equity loans than those in younger generations. This is despite the fact that older homeowners are more likely to benefit from these financing options with U.S. homeowners over 62 having more than $10... Read More