In the June 21 issue of the Upstate Business Journal, Carter Hall, wealth advisor at Nachman Norwood & Parrott, argues the common perception that millennials are financially unprepared for the future and offers advice for millennials on how to reach their financial goals.
Carter recommends working with a wealth manager who can craft and execute a financial plan that is based around your goals. He also notes that while investment technology and tools are convenient, they fall short of the emotional connection that can be crucial to helping you during challenging times. Additionally, Carter acknowledges that wealth management professionals cannot only provide guidance during a volatile market, but they can act quickly in an effort to protect what you’ve built.
Read the full article on the Upstate Business Journal’s website. If you’d like to schedule an appointment with a financial advisor, call us at (864) 467-9800.