In this issue, we take a broad view of the generations we serve. We look at shifting attitudes about major things such as family, work and education. We consider how the educational picture has changed. We also summarize the questions our certified financial planners typically get from each generation. And we highlight the life-stage resources we have on our website: information to help each generation take on the biggest financial goals and problems in front of them.
Financial market volatility — real or anticipated — is often accompanied by a strong emotional reaction. The simple reason: You’re human.
For some things you buy, if you pay more, you get more. But paying more for a mutual fund may mean you get less. Here’s why.
Investing doesn’t require great wealth or complicated strategies. You just need to put today’s dollars—even small amounts—where time and compounding interest can help them grow.
Certified Financial Planner ™, John Scott, discusses how he communicates with investors to be sure he has a clear understanding of their financial goals.