Tag Archives | young investors
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Millennial Investors: Adjusting Expectations For The Real World

Young millennial investors don’t have it easy. They are experiencing first-hand a number of critical life events, ranging from buying a home, to starting or expanding their families, to juggling work/life balance in their jobs. Members of this generation are savvy about finances – for example, 85% know that having a long-term financial plan is […]

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Our Very Own Stephanie Cooper Interviewed In The Sun-Sentinel!

Yes, that is our very own Stephanie Cooper interviewed in Sunday’s Sun-Sentinel! Personal finance reporter Donna Gehrke-White spoke to Stephanie to get a first-hand view of the challenges facing the “under 35” crowd in saving for retirement in South Florida. Savers in Florida have on average about 20% less than the rest of the country in their […]

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