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Clean Up The Mess

We have no trouble rattling off the stats of our fantasy football team, or March Madness brackets but when you ask the average millennial to describe what they hold in their investing accounts 1/3rd can’t do it.

Given that what you invest in (allocation, in financial lingo) is a major contributor to investment performance (The size of your stash!), knowing what you own and why is important.

It happens to everyone who doesn’t have a disciplined investing approach ( A PLAN!) that over time you wind up owning a bunch of stocks you have no clue why, or mutual funds that haven’t done much over the past 5 years! We are a big believer that what you invest in should be determined by the lifestyle you want to live. So your goals and the timing of those goals leads to an investment mix that is tailored for you. It’s disciplined, it’s actively rebalanced and modified when needed.  

So get a plan, clean up the mess and start make your money work for you!

Priya @ MC

Stash Wealth, 142 N 6th St, Brooklyn, NY, 11249, United States

Priya Malani left Wall Street to reestablish a new norm for what it meant to work with a Financial Advisor. As a Registered Investment Advisor based in New York, Stash Wealth educates and empowers Millennials and Gen Y'ers to take control of their financial future. Stash Wealth hosts monthly talks on personal finance topics called Financial Cliffnotes: LIVE. Also, it puts out a biweekly Financial Cliffnotes Newsletter. On the planning side, Moderna Capital has found the best way to execute successful financial plans is to deliver them in bite size pieces rather than the industry norm (one hefty document) that only leaves the client further confused and overwhelmed. By delivering modular planning on topics relevant to the needs of this generation, Stash Wealth helps individuals and couples secure their financial future and end the guilt that comes with not knowing where they stand.