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

Published: July 12, 2019, 10:50 a.m.

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.   Learn more about your ad choices. Visit megaphone.fm/adchoices