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Planning

Wisdom of Experience: Lessons Learned From Three Generations of Investors

We surveyed Millennial, Generation X and Baby Boomer investors to learn about their different perspectives and habits regarding investing and retirement.

How is a Millenial investor different from a Baby Boomer? Our research has discovered important insights into how generational differences affect financial attitudes, concerns and priorities. For instance, while Boomers have the lowest expectations about market returns, they have the most optimistic outlook on retirement. Meanwhile, Millennials and Gen Xers are more bullish about the market, but less so about their own retirement.

Learn more about how these three generations are approaching investing, the actions they are taking toward securing a comfortable retirement and how they expect to spend their golden years.


Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.