Data from the US Federal Reserve Bank shows that wealth is shifting slowly from the Baby Boomers and their predecessors, the Silent Generation, to Generation X and the Millennials. However, the worry is that that transfer is happening too slowly, and may point to some trouble ahead, especially for Generation X.
Tag: wealth
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Common questions financial advisors get asked
Glenda Oosthuizen, wealth manager at GCI Wealth, shares her survey of the questions clients are asking, and provides insight into how to resolve them.
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Largest and most educated generation, yet the poorest
The most educated and highest earning workforce that the world has ever seen is accumulating wealth at a frighteningly slow pace.
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December downtime on a budget
The pandemic and lockdown have certainly taken a toll on many a budget, so we asked members of the GCI team for some great ideas on how to spend the holidays, while giving your wallet a bit of a holiday too.



