Think you know the Next Gen investor? Think again.

What’s really on the minds of Millennials?

Lazy. Entitled. Digitally obsessed. Our research shatters these stereotypes about Millennials and arrives at some counterintuitive insights.

  • Millennials invest more like their grandparents’ generation, largely due to having lived through economic volatility not seen since the Great Depression.
  • Volatility has made them savers, not investors, holding nearly twice as much in cash as any other generation.
  • Still, they are optimistic about achieving their financial goals. They just don’t fully believe that long-term investing will get them there, having witnessed market volatility disrupt their parents’ lives.
  • Next Gen investors are seeking advice to help them overcome their concerns because they know they should plan better for the future.

Is your family planning long-term?
It’s time to bridge the generation gap so you and your children are prepared for the future. Talk to your UBS Financial Advisor today.

Millennials' path to success

     

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