Generation, geography, and gender can influence not only what parents are doing for their children, but also what they think their children want to be done for them. And how much money families have impacts not only what they do with their finances, but also how they talk about them.
We commissioned a survey of 1,001 “affluent” (those with investable assets of $500,000 or more) to see how affluent Americans approach their families’ financial futures. Take our quiz to see how you compare to affluent families.
Disclaimer. This communication and all data are for informational purposes only and do not
constitute a recommendation to buy or sell securities. You should not rely
on this information as the primary basis of your investment, financial, or tax planning decisions. You
should consult your legal or tax professional regarding your specific situation. Third party data is obtained
from sources believed to be reliable. However, PCAC cannot guarantee that data's currency, accuracy, timeliness,
completeness or fitness for any particular purpose. Certain sections of this commentary may contain forward-looking
statements that are based on our reasonable expectations, estimate, projections and assumptions. Forward-looking
statements are not guarantees of future performance and involve certain risks and uncertainties, which are difficult
to predict. Past performance is not a guarantee of future return, nor is it necessarily indicative of future performance. Keep in
mind investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.