Positive and Negative Investing Trends
Investing is changing rapidly.
The demographic of those who invest has changed.
The products they are investing in have changed.
The channels of distribution have changed.
Unfortunately, not all these trends are positive.
Here are some major positive and negative trends.
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1 https://www.broadridge.com/_assets/pdf/broadridge-us-investor-study.pdf
2 https://www.broadridge.com/_assets/pdf/broadridge-us-investor-study.pdf
3 https://www.pwc.com/gx/en/industries/financial-services/publications/etf-2026-the-next-big-leap.html
4 https://finance.yahoo.com/news/index-fund-assets-exceed-active-fund-assets-120639243.html
6 https://www.spglobal.com/spdji/en/documents/spiva/spiva-us-mid-year-2022.pdf
7 https://www.nasdaq.com/articles/alts-for-all%3A-the-growth-of-alternative-investments-explained
9 https://www.privatebank.bankofamerica.com/articles/wealth-study-2022.html
10 https://www.evidenceinvestor.com/alternative-investments-have-been-useless-since-2007/
11 https://www.bankrate.com/investing/investing-trends-right-now/
12 https://www.finra.org/investors/insights/concentration-risk
14 https://www.finra.org/investors/insights/concentration-risk
15 https://explodingtopics.com/blog/investment-trends
16 https://www.privatebank.bankofamerica.com/articles/wealth-study-2022.html
17 https://onlinelibrary.wiley.com/doi/abs/10.1111/jofi.12841
18 https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3725828
19 https://explodingtopics.com/blog/investment-trends
22 https://work.chron.com/average-return-day-trader-can-expect-29933.html
At Daner Wealth, we limit our investing recommendations to low-cost index funds and exchange traded funds. We focus on asset allocation, global diversification and reducing or eliminating taxes. Our recommendations are based on sound academic principles.
How to Plan for Early Retirement
Daner Wealth Management, based in Alpharetta, GA, partners with high-income individuals who want to leave the workforce early. Their retirement planning services focus on setting clear financial goals, building strong investment portfolios, and designing tax-efficient income strategies to help clients maintain financial security. With a focus on personal goals and lifestyle preferences, the firm helps clients plan around healthcare costs, potential risks, and extended retirement horizons. Their fiduciary approach emphasizes transparency and individualized advice to support financial readiness before age 65.
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Daner Wealth Management, based in Alpharetta, GA, partners with high-income individuals who want to leave the workforce early. Their retirement planning services focus on setting clear financial goals, building strong investment portfolios, and designing tax-efficient income strategies to help clients maintain financial security. With a focus on personal goals and lifestyle preferences, the firm helps clients plan around healthcare costs, potential risks, and extended retirement horizons. Their fiduciary approach emphasizes transparency and individualized advice to support financial readiness before age 65.
In this blog post, we explore the financial habits of millennials and how we can learn from their exemplary behavior. From saving early and prioritizing debt payments to using technology to manage finances, there's a lot we can adopt to help us reach our financial goals.
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Know the four ways on how to plan for retirement and avoid running out of money in the process.
