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Millennial Investors and the Great Wealth Transfer

Millennial Investors and the Great Wealth Transfer Millennials (those born between 1981–1996) are now the single largest generation group in the U.S., having surpassed baby boomers (born between 1946-1964), 72.1 million to 71.6 million, as of 2019. Much has been written of the varied challenges...

Market Update Letter – The One-Two Punch

Market Update Letter – The One-Two Punch

The One-Two Punch Dear Clients and Friends, The bull market of 2019 to 2021 is starting to feel like a distant memory. Markets in 2022 are off to a rocky start, with stocks entering a double-dip correction (down at least 10%) amid dual pressures from the Federal Reserve and Russia’s attack on...