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Srbo Radisavljevic
Managing Principal/Investment Advisor

Edge Portfolio Management


State: IL

At Edge, a low client to advisor ratio allows for personal and customized service for each individual.  Our goal is to work as a team for each client to provide not only portfolio management but wealth coordination and financial planning.  We make every effort to have frequent communication with our clients and to provide timely response to calls and emails.  I also enjoy spending time with my wife and three kids, following Chicago sports, enjoying ethnic cooking, and serving as a school board member for Norridge School District 80.

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Stock Market Conditions Driving Affluent Investment Plans

Political climate also having a greater impact on investment plans

| BY Donald Liebenson

With just a week before the national elections, more than one-quarter (28 percent) of Affluent investors said that "Stock Market Conditions" is the one factor most impacting their current investment plans. This is a slight increase of two percentage points over three months ago when this question was last asked.

Not surprisingly, there was also a slight increase in the percentage of Affluent investors who said that the Political Climate is the factor most impacting their investment plans; 15 percent, up from 12 percent last July.

Affluent investors are focused primarily on these two issues. Concern over Household Income and Retirement as they relate to their investment portfolios remained relatively unchanged since this question was last asked.

But just 11 percent said that the Economic Environment is most impacting their investment plans, down from 20 percent in July, an indication perhaps that investors are focused more on the stock market and the consequences should the divisive Political Climate keep the president and lawmakers from reaching solutions that will fix the economy.

The so-called fiscal cliff, for example, remains unresolved. Should a bipartisan agreement regarding the scheduled tax cuts and mandatory spending cuts not be reached before the end of the year, analysts caution, the country could experience another recession. In a separate Spectrem Group survey conducted in September, almost half of Affluent respondents said they were most worried about this issue in relation to the election. Twenty percent said they were most concerned about a stock market crash.

When we asked high net worth investors their response to the fiscal cliff gridlock, more than 30 percent said they are increasing their cash reserves while more than 15 percent are increasing their investment in recession-proof companies.  Eleven percent are allocating more of their investable assets to tax-sheltered accounts, such as 401(k)s and IRAs.






About the Author

Donald Liebenson

Donald Liebenson writes news and features for Millionaire Corner. He has been published in the Chicago Tribune, The Chicago Sun-Times, The Los Angeles Times, Fiscal Times, Entertainment Weekly, Huffington Post, and other outlets. He has also served as a marketing writer for Chicago-based Questar Entertainment and distributor Baker & Taylor.  

A graduate of the University of Southern California, he is married with a college-age son. He also writes extensively about entertainment.