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12Aug 2017

Millennials are Investing With a Purpose, and It’s Changing Wealth Management

Sustainable Investing over the years

Millennials Investing With a Purpose

22% OF TOTAL AUM IN U.S. ARE SUSTAINABLE INVESTMENTS

The Chart of the Week is a weekly Visual Capitalist feature on Fridays.

If you’ve been paying attention to your social media feeds or most news outlets, it should be pretty clear to you that millennials seem to be “killing” just about everything – from Applebee’s to the entire golf industry.

12Aug 2017

The Sheep and the Wolves: Smart investing made simple

Imagine that you’re a farmer. You live in a rural county where everybody raises sheep.

The county’s farmers, on the whole, prosper. Their flocks tend to grow by 10 percent every year. Some years are better than others. In the best years, the sheep population in the county grows by 40 percent. Little lambs are everywhere!
But in the worst years — years filled with frost, famine, and disease — the sheep population can collapse to half of what it was before.

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