Stay Tuned In – Why?

Key Takeaways

  • Your concerns, opportunities and capabilities will be addressed.
  • Unlike older generations, you come from a sharing economy and you’re not afraid to seek advice about financial matters by referencing open forums.
  • The Web offers tons of well-intended personal finance information, but it’s not all from reliable, experienced and trustworthy sources.

Grown-Up Money

Our new blog is focused on the financial needs of millennials.

Key Takeaways

  • Today’s Millennials ARE very interested in money—they just want to be educated about it on their terms.
  • Technology enables advisors to guide Millennials on the road to financial independence and build a lifelong relationship with advisors as they accumulate more wealth over time.
  • Information delivery and interaction with you will change, but the importance of cash flow, taxes and your balance sheets remains the same.

Millennials Rising

Key Takeaways

  • This blog is now going to focus primarily on millennials and helping them improve their financial literacy.
  • Millennials will be inheriting more wealth at a younger age than any previous generation–and they’re generally not prepared.
  • As advisors, we’re in a unique position to help millennials and the older generations that will be passing on tremendous assets to them.

Millennials: Who Are They?

Key Takeaways

  • Today’s young adults are more cynical about the American Dream than are older generations.
  • Student debt, the high cost of living and a tepid job market are forcing millennials to delay the start of living independently, owning a home and saving for retirement.
  • Millennials have little confidence in the stock market, Social Security, conventional news media and the need for financial advisors—especially those charging AUM fees.
  • Don’t write them off; they’ll be inheriting over $30 trillion, and most don’t have financial advisors. Make sure your “webutation” is up to snuff.