SA For FAs

The Asset Allocator Advisor: What Millionaires and Millennials Have In Common


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An organization that mines the investment wisdom of millionaires reveals that they are not immune from the common misunderstandings about investing. At the same time, a separate study of millennials reflects an honest appraisal of that group’s investment hindrances. This podcast (5:27) suggests that more than a specific educational curriculum, investment success takes a desire to succeed, and persistence, a rare quality for which an advisor can be a valuable resource.
 
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SA For FAsBy Seeking Alpha

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