1. iInvest® Educational: Millennials Are Making A Big Mistake

    As registered investment advisors, we have to admit that millennials are making a big mistake. Recent studies reveal that many millennials, although very good savers, are generally investing as conservatively as retirees.  In one study of investment preferences, those age 22 to 32 said that they ch…Read More

  2. iInvest® Educational: Goal-Based Investing

    Goal-Based Investing Before you start investing money into the market, ask yourself one question: What exactly are you saving and investing for? Don't invest in a portfolio, invest in reaching each individual financial goal that you have. The portfolio is just the vehicle you need to achieve each go…Read More