Seeing Wealth Differently Across Generations

How does the generation you belong to affect your financial decision-making?

0:00 / 0:00

Transcript PDF

View The Presentation

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.

Get This Valuable Information

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.

Get Your Free Report

Wells Fargo Investment Institute, Inc., is a registered investment adviser and wholly owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

Special Reports

A collection of the most recent thematic reports from Wells Fargo Investment Institute that cover varying topics of interest and importance to investors.

Read Our Insights
CAR0717-00600
CEX1902