The stock market experienced quite a few drops in January, causing a frantic debate in the media over whether or not another recession is coming. You might have been in college during the 2008 recession, or recently graduated and struggling to find a job. Or maybe you were a few years into your career and watched your 401(k) get cut in half. The recession was poorly-timed for Millennials like me … [Read more...] about Are You Prepared to Ride Out the Next Recession?
Archives for January 2016
When I meet with potential clients, I get a sense of what’s on Millennials’ minds when it comes to their money. Many of you have the same concerns -- things like saving, paying off debt or saving for retirement. But I’ve noticed a trend that I didn’t anticipate: potential clients who want to get permission from their parents before working with a financial planner. Not advice. Permission. This is … [Read more...] about Why Mom And Dad Aren’t Your Financial Planners