Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
How Financial Frictions Hinder Innovations

A recent study co-authored by Wharton’s Thomas Winberry reveals that financially constrained firms face a ...

The post How Financial Frictions Hinder Innovations first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
5 Budgeting Myths That Stop People from Saving

Budgeting is crucial for managing your money well. However, many people avoid it because they ...

The post 5 Budgeting Myths That Stop People from Saving first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more

Younger Investors Seek New Investment Options

November 3, 2022

Traditional stocks and bonds have long been a cornerstone for popular investment strategies. But younger investors are looking elsewhere as they plan ahead for their own financial future. While traditional asset classes certainly still have their place, up to 80% of investors between the ages of 21 and 42 are looking at alternative options for their own savings.

This group of investors is only allocating half as much energy/money towards stocks as previous generations, and they are instead directing three times as many funds towards alternative assets.

If you’re thinking about switching up your current investment strategy, or if you have questions about your current allocation within your portfolio, working with a team of financial professionals can alleviate uncertainties or fears. We understand that each person has their own goals as well as things they want to achieve in their investment portfolio, and it’s why we we bring a personalized approach to the table for each client. Your portfolio should reflect your values, goals, and desires, too.

If you want to own alternative investments, the first step is to understand your reasons for doing so. Some of the reasons cited by younger generation members who have taken these steps already include downside risk protection, reducing volatility impacts, and reducing reliance on public market investments.

Before you jump in feet first, get a clear understanding of how these different products have and can perform in the market, so that you’re clear on what’s realistic and how this helps you accomplish your goals.

Ready to talk options or to upgrade your current investment strategy? We can help with that! Schedule a time to meet with our team today.


Practice Areas:



Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
How Financial Frictions Hinder Innovations

A recent study co-authored by Wharton’s Thomas Winberry reveals that financially constrained firms face a ...

The post How Financial Frictions Hinder Innovations first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
5 Budgeting Myths That Stop People from Saving

Budgeting is crucial for managing your money well. However, many people avoid it because they ...

The post 5 Budgeting Myths That Stop People from Saving first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more