Given the upcoming $30 trillion wealth transfer predicted by Accenture, more advisors are turning their sights toward building a younger clientele.
For an investor at any stage of life, there’s always a lot to learn. However, for those of us who prefer to use an outside professional, we fortunately don’t have to learn all the gritty details.
“We’ve long felt that the only value of stock forecasters is to make fortune tellers look good.” – Warren Buffett For the first half of the year, the markets seemed fun to many investors–anytime you checked your stocks, they were usually up. Recently, however, the markets have started making some moves downward. For […]
Millennials are financial veterans, but they don’t even know it. After witnessing the dot-com frenzy and subsequent crash, the 2008 subprime mortgage meltdown, and the 2009 bull market, America’s largest generation is naturally skeptical of the boom-bust version of markets they have grown up on. While they have indeed seen a lot, what many haven’t […]