As an investor, your reaction to news matters far more than the news itself. In fact, the news doesn’t matter at all - only your reaction does.
Since November, I’ve had countless clients contact me worried about the president, the prime minister, the opposition, the richest human on earth, tariffs, and war. My response has been the same every time: “As an investor, I don’t care. And neither should you.”
Over $100 trillion in wealth will transfer from Baby Boomers to Millennials by 2048. That’s the estimate from Cerulli Associates.
This shift will redefine how Millennials build and manage wealth, and it also presents an enormous opportunity for financial advisors to provide real value. But here’s the problem: I’m not sure Millennials will want it.
