The oldest Millennials are hitting an inflection point — what should they be thinking about as they begin to grow their wealth, make partner, and get promoted?
They say that if you hear something once, it is an interesting anecdote. If you hear it twice, it could be a coincidence. But if you hear something a third time, you should pay attention. The topic of our piece originated from a situation exactly like this. Over the past month or so, we have had a number of mid-thirty somethings bring up the same discussion about how to handle their emerging wealthy status.
Every day investors accept unknown and potentially far-reaching economic and geopolitical risks. Watergate, OPEC’s embargo, the Gulf War, 9/11, Russia’s credit default, and the U.S. Debt downgrade are some historic examples that come to mind. More recent threats include acts of terrorism, an unforeseen foreign policy or major trade dispute, and a widespread cyber breach or disruption to the nation’s power grid.
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