Wealth Market Reports

Millennial and Generation X Investors: Facing Another Crisis

In a span of 20 years, those in Generation X have experienced the dot-com bubble, the great recession and are now dealing with the ongoing challenges and uncertainty presented by the Covid-19 pandemic.  The Millennial generation has also experienced the same uncertainties.

There is no doubt that these crises have had a dramatic impact on the way these two generations manage their finances and protect their assets, but how significant has the impact been?

This research will evaluate how these investors reacted to each event and what they plan to do in the future if a similar event occurs.  Not only will the survey examine what they will do from a product and asset ownership standpoint, but what they will do when it comes to working with advisors and providers.

For more information or to purchase, please contact Randy Wostratzky at rwostratzky@spectrem.com or 224.544.5195 or Kathy Dordick at kdordick@spectrem.com or 224.544.5346