Despite HNW investors’ stated satisfaction with current relationships and performance, responses indicate a subconscious urge for improvement.
The big picture is that Americans are generous, and giving remains strong but remains essentially flat compared to the record-setting year of 2017.
Some Americans are feeling uneasy. Consumer confidence fell to a two-year low in June, the Conference Board announced last week. How are you sleeping?
Kass was more focused on how this obscure person, rumored to be managing billions of dollars, had become so wealthy without much of a track record.