How Your Birth Year Shapes Your Investment Experience
Oct 12, 2018
By Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC
Optimistic, pessimistic, risk-averse or risk-tolerant—they are personal qualities, but also influenced by early adulthood investing experiences. That means some generations are more eager to invest than others, a marketing and client-care variable to consider as you work with more millennials.