millennials

by Ryan W. Smith Summer is winding down and the Dog Days are here, which of course means college classes are about to start again with a whole new crop of freshman on campuses across …

The vast majority of college freshman have never created a budget. They have never needed to pay bills, nor have they needed to make sure they have money for food and other necessities. They do …

Yes, credit cards are still a major financial issue for most college freshmen away from home for the first time. There are ways that students can utilize credit in a positive way, but without much …

Freshman year is a year of large changes for most students. It marks the first steps into independence, the first time away from home, the first time she is being recognized as an adult. However, …

by Ryan W. Smith One of the biggest wealth transfers in history has already begun and will only pick up speed in the near future. Baby Boomers, long the prize of the investment advisor community, …

Global X Management’s commissioned report, “Getting to Know Gen X and Millennial Investors,” broke affluent Millennials, those with over $100,000 to invest, into two categories: “Builders” and “Adrenaline Techies.” Builders have just begun to save …

Yes, one of the main findings of the report, “Getting to Know Gen X and Millennial Investors,” commissioned by Global X Management with research from ORC International, was that when grouped by wealth and age, …

Baby Boomers, long the prize of the investment advisor community, are beginning to retire in droves, with many estimates putting the number as high as 10,000 new retirees per day, a trend expected to continue …