 While I loved working with mostly wealthy people, I am not a really wealthy guy. My dad was a minister. I just couldn’t say no if anybody wanted help. I would just sit down with them.”Robert Swift, TCI Wealth Advisors |
How advisers are advancing financial literacy
Ann Marsh | Financial Planning, August 2016
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Summary: To get a sense of the financial risks that students and young graduates face when entering the workforce these days, consider that student debt ballooned to $1.35 trillion this year and shows no sign of abating, according to the Federal Reserve. Also, most Americans graduate from high school and college without financial literacy training.
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