Hello All, This week's newsletter focuses on the fact that only 41% of Gen X is on track to keep their current lifestyle in retirement. Here's the uncomfortable truth: most of them own plenty of investments. That's not the problem. Read it in the classroom.
Summer's over. 2026 is almost done. If you could accomplish ONE financial goal before the year ends, what would it be? Feel free to write as much as you would you like, we really want to hear from you.
Twenty five years ago I was working on Wall Street on 9/11. I just wrote down the 3 lessons I learned based on that day. One of them is about a coworker who was ready for anything, and one who was completely blindsided. Read it here 👈 and comment below. 👇
Being the first in my family to open a brokerage account is beyond humbling! I can really feel the generational shift happening within me. I am so grateful! Thank you so much for existing @Nicole C. & @Nadia B