Seeing Wealth Differently Across Generations

Seeing Wealth Differently Across Generations


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Spending and investing patterns tend to change over time as people age, acquire liabilities and accumulate wealth. It is important to understand the forces that shape each generation's investment behavior and how the pursuit of financial goals differs from generation to generation.

Wells Fargo Investment Institute's (WFII) report "Seeing Wealth Differently across Generations" explores generational differences in thinking about investments and other issues, including:

 

  • How major financial events for each generation have influenced their investment decisions
  • Unique financial challenges Baby Boomers, Gen Xers and Millennials face as life spans increase and new technologies change the way we live
  • Investment planning strategies each generation should consider to pursue their financial goals

 

Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company