Emerging Wealth

"The ratio of people to cake is too big."
— MILTON WADDAMS

Since you’ve already been called “Generation Y,” “Generation Z,” and a “MIllenial,” we’ve decided to give you a new, more flattering name. If you’re a young person forming strong financial habits, you are the Emerging Wealthy . By recognizing that you need advice in order to start investing, optimize your tax situation, or make large purchases, you are already separating yourself from your peers.

Investment Prescription

STAND EARLY

Growth

Tax Efficiency

Adaptability

Now that you’re christened the Emerging Wealthy, you get that your light years ahead of your peers. But know what? The Stand Early Approach to investing gives you customized action items to help you build wealth. Stuff that your parents and grandparents pretend that they knew at your age. Maybe if they did, you’d be a trust fund baby posting pictures to Instagram on a boat somewhere. But knowing you, probably not.






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