Client Conversations: Millennials, You Can Have Your Avocado Toast and Eat It, Too
Client Conversations gives financial advisors an easy way to communicate with clients on topics influencing financial markets; it highlights common investor behaviors and offers ways to address the challenges investors face. Share this article with your clients, and remember to follow your firm's policies that govern sharing content with clients and prospects.
1 PlanSponsor, “Common Misunderstandings in Financial Literacy,” 4/5/17
2 CNBC, “Here’s how much the average student loan borrower owes when they graduate,” 2/15/18
3 Fidelity, “2016 Fidelity Investments Millennial Money Study: Facts, Figures and Findings,” 2016. Most recent data available.
4 Fox Business, “Millennials Are Harnessing Their Best Retirement Weapon,” 12/15/16
5 Federal Student Aid, Interest Rates and Fees
6 Fidelity, “2016 Fidelity Investments Millennial Money Study: Facts, Figures and Findings,” 2016
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