
Millennials, Gen Z, and Early Retirement
Young people want to retire early but tend to underestimate cost of living expenses that make this unlikely. What factors aren't they considering (that they should be), and how do FAs help them realistically save for early retirement?
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American's Declining Quality of Life
Of the 168 countries surveyed for the 2020 Social Progress Index, America currently ranks 28th and is one of three countries (joining Brazil and Hungary) where citizens are worse off than in 2011 when data collection began. So what's contributing to this decline in quality of life?
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Niching Outside of Your Area Code
Now that they’re unhindered by the constraints of physical proximity that may have formerly informed at least part of their decision making, advisors can market to a wider pool of investors and therefore be more discerning in their chosen clientele.
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Red Flag Relationships
They say there’s someone out there for everyone, but that doesn’t mean that you’re everyone’s someone. Here are a few signs that it might be time to move on from a client relationship.
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Millennihilism: Investing in an Uncertain Future
It can be difficult for Millennials to envision a better future (financial or otherwise) because they have never really experienced it; after being told it’ll get better time and time again, Millennials have only been disappointed, so now some may not see a point in long-term savings. But can the sometimes-hopeful-hopelessness be the key to a more secure financial future?
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Gambling, Gaming, and Investment
Is this just a game to you? For some, the answer is yes. Sports bettors have turned to the stock market, while young people are using investment apps that have the kind of gambling-adjacent features often found in video games.
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