Welcome to WealthNGen

Preface Before I begin, I want to thank everyone out there reading. I’m sure your time is scarce, so I’ll keep each of these posts interesting…please excuse the length on this first post, but I think an introduction is vital here. Back in college, I took a creative...

Wealth NGen – Changing Jobs Checklist

Millennials have developed a reputation for job hopping. We’re not here to stop you. We just want to make sure you’ve thought about everything before you leave your current spot. Take a look at our changing jobs checklist and make sure you’ve got all your bases...

Financial Planning: Helping You See the Big Picture

The Markets (as of market close January 8, 2016) Click here to download a PDF of this report. Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes...

Market Week: January 11, 2016

The Markets (as of market close January 8, 2016) Click here to download a PDF of this report. Last week began with both domestic and global markets hitting the skids amid concerns over China’s stock market plunge, North Korea’s apparent nuclear testing,...

Market Week: January 4, 2015

The Markets (as of market close January 1, 2016) Click here to download a PDF of this report. As the year came to a close, the final week of 2015 saw each of the indexes listed here finish in negative territory compared to the prior week. Since the week closed on a...