This investment insight discusses how Millennial investors are reshaping the world. Millennials have now surpassed Baby Boomers as the nation’s largest demographic segment.Also the most diverse generation since the early 20th century, Millennials believe they will make a global difference.Millennial investors have developed a distinct passion for championing equality, social justice, and care for the environment.
In this article, we:Delineate three common portfolio risks.Explore how the risks of losing, outlasting, or diluting the purchasing power of your money could threaten portfolio values, asset sustainability, and the ability to fund goals and meet expenses.Describe analytical software with sophisticated capabilities that is designed to manage and mitigate these risks.
In the 2Q 2019 issue of our quarterly publication, we:Assess the supply–demand imbalance in the municipal bond market and provide an overview of performance. Explore the credit stability of Illinois in the wake of the budget passage and remaining long-term challenges. Focus on other post-employment benefit liabilities—a growing municipal credit challenge.