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.
Misconceptions Your Teens Have About Money
This article dives into the common financial misconceptions held by teenagers and provides insights into the realities of credit management, investment strategies, and the importance of long-term financial planning.
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Synopsis: Daner Wealth Management in Alpharetta, GA, helps high-income families handle the complexities of managing and transferring wealth through personalized, fiduciary-led strategies. We address the growing complexity of managing wealth and legacy with clarity and structure. Key Takeaways: Coordinated retirement, tax, and estate strategies Personalized investment management aligned with your goals Fiduciary, fee-only advice with no commissions Legacy and wealth transfer planning for future generations Integrated tax-efficiency across income and assets Highly personal, relationship-driven guidance from a small team
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Daner Wealth Management explores the basics of financial planning for young professionals in Alpharetta, GA. We highlight the benefits of early planning, common money mistakes, and smart strategies to manage debt, build wealth, and secure long-term goals. With guidance from a Certified Financial Planner™ professional like Marc Daner, readers may gain insights that help them organize finances and work toward greater clarity.
