Affluent Investor Index February 2012

Affluent Investor Index February 2012 Investors are More Confident About the Stock Market and More Optimistic About the US Economy How do we know? Well let's look at the facts... #1 At 35%, affluent invesors are continuing to participate more in the stock market 40%- 35%- 30%- 25%- 20%- 15%- 10%- 2008 2009 2010 2011 5% - 0%- MAM J JASONDJF MAM J JASOND JF MAM J JASONDJ F MAM J JASO NDJ F Additionally, as interest in stocks has increased, investments in cash have decreased to 28% #32 70% 60% - I cash I stocks 50% - 40% - 30% - 20% - 10% - 2008 2009 2010 2011 0% MAMJJ AS ONDJFM AMJJA SONDJ EMAMJJASONDJFMAM JJASONDJF At 75.3, The Thomson Reuters Consumer Sentiment Index has reached #3. its sixth straight monthly gain -- its longest advance since 1997' 43% 80.0 75.0 70.0 65.0 60.0 55.0 Among the affluent segment, 43% say their net worth is higher #4 today than it was a year ago? 50.0 F MA M J A SO N D J F Source: University of Michigan, Thomson Reuters Finally, the overall Affluent Household Outlook has reached a nine-month high to a positive 14% 20% 15% - 10% - 5% - IN 5% - -10% - -15% - -20% - Spectrem's Other data sources: Brought to you by 1. www.bloomberg.com/news/2012-02-28/consumer-sentiment-among-americans- Millionaire Corner MILLIONAIRE CORNER climbs-back-toward-pre-recession-levels.html 2. www.bankrate.com/finance/consumer-index/financial-security-charts-0212.aspx FOR INVESTORS A BOUT INVESTORS %23 %23