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Seeing Wealth Differently Across Generations

Wells Fargo Investment Institute – August 2017
Seeing Wealth Differently Across Generations

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For most investors, spending and investing patterns change as they age, acquire liabilities, and accumulate wealth. It is important that investors understand the forces that shape each generation’s investment behavior and how the pursuit of financial goals differs from generation to generation. That’s why we are calling our latest report “Seeing Wealth Differently Across Generations.”  In the report, Wells Fargo Investment Institute’s strategists address issues that include: 

  • How major financial events for each generation have influenced their investment decisions
  • Unique financial challenges Baby Boomers, Gen Xers and Millennials face as life spans increase and new technologies change the way we live.
  • Investment planning  strategies each generation can consider to pursue their financial goals
Now may be an excellent time to sit down with your Financial Advisor to determine whether your investments have you on track toward your investment goals. The “Seeing Wealth Differently Across Generations” report can be a valuable resource to help guide your discussions.