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 […]
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 […]
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, […]
Millennials and Younger
Key Takeaways Historically our industry has only been willing to work with people who already have a lot of money—and that has to change. In order to change that view, we need to utilize technology and innovation and get outside of our systems. We need to do a better job of educating our young people […]