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'Why' Just as Important as 'How' When Creating Generational Wealth

When helping clients build generational wealth for the first time, advisors must consider cultural values, among other information. ....

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More than Half of Latinas Feel More Knowledgeable About Investments, Retirement: J.P. Morgan

The bank says that 68% of Black, Hispanic and Latina women surveyed for a report said building generational wealth was a motivation for why they started investing. ....

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Black, Latina, and Hispanic Women Report More Investment Knowledge Than 5 Years Ago

Black, Latina, and Hispanic women investors report more knowledge about investing and retirement planning than five years ago, according to a survey by J.P. Morgan Wealth Management. More than two-thirds surveyed said they started investing to build generational wealth. ....

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