Insights from the Golden Generation

Presented by

Mike Harris and Glen Franklin

About this talk

The Golden Generation — investors ages 50-80 and on target to retire with $250,000 or more in financial assets (or retired with that level of assets) — may be the most favored in history. A majority of this cohort have pensions, and they’ve benefitted from a long strong bull market, low inflation (until this year) and an appreciating housing market. Find out how they view the world and what matters to them, including their attitudes toward portfolio protection, financial security and inflation.

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Financial Advisor is a monthly financial services magazine which delivers market information for financial advisors. Its articles focus on strategies and management advice for advisors of affluent clients. Its targeted readership includes financial planners, investment advisors, and broker-dealers.