Certified Financial Planner

I’m a financial planner: Five ways high-net-worth households manage money differently than the middle class

amefika2 months ago04 mins

As a certified financial planner (CFP) with 35 years of investment experience, I have worked with clients of all income and asset levels. One of the most important lessons I’ve learned is that wealth is not defined solely by income, inheritance, or luck: it is driven by the way people think about money before using…

From cryptocurrencies to private credit, alternatives attract millennials full of inherited wealth

amefika3 months ago06 mins

Move over, avocado toast and artisanal latte. Millennials like alternative assets now, and these young investors’ affinity for going against the grain of stocks and bonds is about to disrupt financial markets. Through 2048, some $124 trillion is expected to change hands through the Great Wealth Transfer, and nearly $100 trillion (81% of all transfers)…