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Great people make it possible
Our team knows the RIA space, but we also like to think outside the box. This means that we have the experience to do things different.
For Generation X and Baby Boomers, the stock market is the best—and safest—way to grow their money over time. But Millennial and Gen Z investors don't share that faith, and as a result, they're increasingly turning to alternative investments to help them save for their financial futures. This article from InvestmentNews explains.
Logan Burgess is the lead financial copywriter at Marketing Wiz. In this role, he provides independent financial brands with conversational, educational, and actionable written content to engage advisors, clients, and prospects.
Articles
March 11, 2025
Articles
February 19, 2025
Articles
February 1, 2025
Our team knows the RIA space, but we also like to think outside the box. This means that we have the experience to do things different.