Millennial Investors: Determined to Make an Impact

Investment Management

Millennials have now surpassed the Baby Boomers as the nation’s largest demographic segment. At more than 83 million strong and comprising nearly one-third of the U.S. population, those born between 1980 and 2004 are redefining society in profound ways. And with more than $30 trillion passing to them through inheritance over the next 30 years, Millennial investors will likely use their wealth to reshape not just markets, but the world. Sources:U.S.


Preparing for the College Application Process

Jerry Inglet, Ed.D, CFT-I™ |
Wealth Planning
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There are countless ways to launch the college planning process. Should you lead the way with in-person visits? What about conversations with admissions counselors? Do you gather the insights of alumni from a broad set of institutions? All these options are worthwhile, but a more foundational starting point for your high school-aged children is to investigate different areas of study that match his or her interests.