U.S. Trust survey notes that 60% of millennial investors either own impact assets or have expressed interest in impact investing, versus 24% of baby boomers. This can lead to tension when transitioning money and family values to the next generation.
Investors that hold a large portion of their net worth in a single stock can be at risk for a number of reasons. Let’s talk about when to hold and when to diversify.
Family of origin impacts how you talk and feel about money as an adult.