Gen X – a financial conundrum

Gen X – a financial conundrum

Posted On September 30, 2014

For years we’ve been talking about how Gen X is going to be the first generation that is not expected to be better off that its parents. Sometimes Gen X is given a slightly better chance and that dubious honor is bestowed on the Millennials.  Either way, the trickle down…

Categories: Financial Services, Generation X, Wealth

Is an ethics course in order for the Millennials?

Posted On September 25, 2014

The workplace cliché of the boss who makes the young staffers do all the work and then takes all the credit may be meeting its match.  A new study by marketing firm DDB found that 27 percent of Millennials had taken credit for someone else’s work.  And that’s just the…

Categories: Generation Y / Millennials, Work, Workplace

American Masters: The Boomers List – tune in Tuesday

Posted On September 22, 2014

A departure from my typical blogging, to encourage you to watch the premiere of the PBS documentary “American Masters: The Boomers List” tomorrow night (Sept. 23).  Or at least set your DVR.  The film showcases 19 iconic boomers – one born every year of the generation – and promises to…

Categories: Baby Boomers, Uncategorized

Retirement across the generations: Outlooks and warnings

Posted On September 11, 2014

It’s generally accepted that individuals will need retirement savings of roughly 16 times their pre-retirement salary, and that social security will cover only 4 times salary at most. It is also generally understood that most individuals cannot count on employer-defined plans to fund that missing 11 times salary – but…

Categories: Financial Services, Generation Y / Millennials, Retirement, Workplace

A word about stereotypes

Posted On September 9, 2014

In a recent discussion about generational differences in the workforce an employee was skeptical of the stereotypes being applied to his generation. “I’m a (generation),” he said, “and I’ve never thought like that, and I don’t feel like my peers do either.” I’m purposely not sharing his generation because, it…

Categories: Generations

Advisors: May the odds be ever in your favor

Posted On September 4, 2014

For every two retiring financial advisors, only one is joining the ranks. And despite the rise of e-trading and self-directed investing, that ratio is not for a lack of jobs. Young professionals with financial degrees are simply choosing other career paths. I’ve written about this hot topic multiple times, but…

Categories: Financial Services

The Cool Part of this Job

Posted On September 3, 2014

Can anyone guess why there are so many more young people in this section of Canada? The grey background reflects the entire Canadian population. The bars reflect the specific area discussed in the slide. Big discrepancy here – why? Let me know if you can figure it out and I’ll…

Categories: Workplace

How are brands adjusting to new generations?

Posted On September 2, 2014

Much of my work consists of helping people connect. Whether it is businesses with consumers or employers with employees, the underlying need is for individuals or groups to find a common ground for authentic communication. Sometimes, however, the conversation goes meta and we’re talking about how a brand can make…

Categories: Advertising, Product Design