Investors

Here’s an article we sent to clients of Birchwood Wealth Advisors that may interest others.

Different generations - different priorities

At Birchwood, we have the honor of serving clients from all age groups. We are very attuned to the different experiences and needs of each cohort. Research shows that Baby Boomers are known for being fiscally conservative and somewhat confident in managing their own finances. Boomers had the benefit of living through some pretty good economic times and many are able to retire comfortably. The same is not true for GenXers, with 60% feeling lost in their debt management. Millennials went to college and graduated during the Great Recession and many have large student loans to repay. Millennials who can invest often prefer to focus on companies that make the world a better place. Birchwood works hard to adapt each portfolio to the individual investor’s own financial position and hopes and dreams. We also want to make the world a better place - not just for those here now but generations to come.

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