Affluent Investors Seek Brands That Demonstrate Trustworthiness and Resilience

Latest research from Phoenix Marketing International shows what affluent investors consider to be effective advertising, how they evaluate financial services firms offering retirement products and services, brand penetration among (and market association with) seven investment and insurance…

Mutual Funds Controlled by Stock Market Cycles

NEWPORT NEWS, Va., July 1, 2009 — Retirement accounts are still down 40% from their 2007 peak. Consultant Lee Smith is providing the free mutual fund service that reduces losses during stock market collapses. This service is a defensive strategy that is known to high-net-worth clients.

Lee Smith…