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Arbor Blogs & Articles

The collected articles written by Peter Claeys and Andy Krajewski
The Generational Wealth Series: Don’t Be a Statistic Part V
CoachingConsultingFinancial AdvisorFinancial CoachInvestmentRetirementTipsNovember 1, 2021by Katie Schwartz

The Generational Wealth Series: Don’t Be a Statistic Part V

The millennial generation – or today’s 30- and 40-year-olds – are facing a financial crisis. From the Great Recession to the COVID-19 pandemic, they’ve faced plenty of financial tumult – and it shows. When it comes to accumulating wealth, millennials are trailing 10 times behind their parents’ generation. And that wealth gap becomes a big...

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The Generational Wealth Series: Don’t Be a Statistic Part IV
ConsultingFinancial AdvisorFinancial CoachInvestmentRetirementTipsOctober 18, 2021by Katie Schwartz

The Generational Wealth Series: Don’t Be a Statistic Part IV

You may have heard about the financial crisis facing the millennial generation, or today’s 30- and 40-year-olds. They’re lagging far behind their parents’ generation in accumulating wealth – in fact, they have ten times less in savings on average. That gap is a large reason why millennials struggle to pay down debt, buy a home,...

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The Generational Wealth Series: Don’t Be a Statistic Part III
BusinessConsultingFinancial AdvisorFinancial CoachInvestmentRetirementTipsOctober 4, 2021by Katie Schwartz

The Generational Wealth Series: Don’t Be a Statistic Part III

When it comes to accumulating wealth, the millennial generation – today’s 30-40-year-olds – are lagging far behind older Americans. While millennials’ median debt levels are far higher than their parents’ generation, they’re trailing in income and wealth, making it harder for them to save for the big financial milestones in life. One of those milestones...

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The Generational Wealth Series: Don’t Be a Statistic Part II
ConsultingFinancial AdvisorFinancial CoachInvestmentSeptember 15, 2021by Andy Krajewski

The Generational Wealth Series: Don’t Be a Statistic Part II

For many generations of Americans, becoming a homeowner feels like one major step towards “making it”. Long considered a cornerstone of the American Dream, homeownership is still widely a symbol of financial stability and success. But today, research shows that the millennial generation – today’s 30-40-year-olds – are lagging far behind previous generations in accumulating...

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The Generational Wealth Series: Don’t Be a Statistic
CoachingConsultingFinancial AdvisorFinancial CoachInvestmentRetirementTipsSeptember 1, 2021by Katie Schwartz

The Generational Wealth Series: Don’t Be a Statistic

Many Americans grew up hearing their parents talk about a similar dream: “I hope you do better than me.” Whether that meant obtaining higher education or leaving behind more for their kids, many generations of Americans were able to fulfill that aspiration and “do better” than their parents – until today. Research shows that today’s...

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5 Reasons Why You Should Switch From a Robo-Trader to a Personalized Financial Advisor
401kConsultingFinancial AdvisorFinancial CoachInvestmentRetirementTechnologyAugust 16, 2021by Katie Schwartz

5 Reasons Why You Should Switch From a Robo-Trader to a Personalized Financial Advisor

With the rise of mobile payment and investing apps, many first-time investors are choosing to enter the stock market a new way: via phone. Apps like Robinhood and Acorns are exploding in popularity, offering stock trading from mobile apps. To many young people – especially new investors – these apps seem like a quick way...

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The Highs and Lows of a Windfall: How to Talk to Friends & Family After Signing Your Contract
Financial AdvisorFinancial CoachProfessional AthletesJuly 26, 2021by Katie Schwartz

The Highs and Lows of a Windfall: How to Talk to Friends & Family After Signing Your Contract

Congratulations on signing your first professional contract! This is a huge moment for you – a moment you’ve probably been working towards for most of your life. This may be the most money you’ve ever had at once. It probably feels exciting and a little overwhelming – especially when your friends and family are giving...

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©2000-2022 Arbor Financial Services, LLC. All rights reserved. Check the background of your financial professional on FINRA’s BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Financial planning and investment advice are offered through Arbor Financial Services LLC, a registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. The contents of the website are copywrited by and the property of Arbor Financial Services, LLC. “We help people live the way they want to live for the rest of their lives ®.” is a Registered Trade Mark of Arbor Financial Services, LLC