It is expected that by 2030, Millennials will become the wealthiest generation in American history, as they will inherit more than $68 trillion from previous generations. This Great Wealth Transfer offers both new challenges and possibilities. It is essential to comprehend Millennials’ investment desires and tech inclinations to make the…

If only ESG (environmental, social, and governance) investing was as easy as buying a vowel and two consonants on a game show. Millennials and Gen Z are leading the digital world and reforming how we invest. ESG and impact investing have gained popularity as the growing Millennial and Gen Z…

When most people see this title, they likely hear horror music playing in the background and want to run for the hills. However, such a reaction misses the most important thing about this title: these agreements are just tools. …

By 2030, Millennials and Gen Z are anticipated to inherit over $68 trillion from their parents, making them the wealthiest generation in American history. This transfer of wealth is known as the “Great Wealth Transfer.” Historically we have seen intergenerational wealth transferred among royal families or the super-elite. However, with…